Bill Donaldson - Donaldson Financial Wellness Network, LLC
Realize Your Potential
Meet The Coach
The Initial Four-Step Core Process
Individual money coaching is designed as a positive and productive way to explore, discover and transform your unconscious patterns and behaviors around money that keep you from being successful. Through the 4-step Core Process we explore together your Money Biography, identify from whom you’ve inherited patterns (both positive and negative) and how to manage their influences. We then determine which of your gifts, talents and abilities are most valuable to you and how to leverage them to achieve your highest potential. The Money Coaching Process is highly experiential and during these sessions you will learn how you are “hardwired” around money in ways that are generally not fully conscious. By the end of the fourth session, you will have a clear understanding of your core money patterns and their origin and can begin to work on your “Money Coaching Action Plan.”
Money Coaching Action Plan
Change of any kind can only take place under certain conditions. In Money Coaching, these conditions are threefold:
1. An understanding and new level of awareness of what the problem or issue is
2. The willingness to change, which literally involves doing something different than what we’ve been doing previously
3. Implementing new strategies and actions for change
On-going Coaching: Support and Accountability
As your money coach, I will work with you on an on-going basis to support you and help you to stay on track and accountable to creating the changes you desire.
One of the core beliefs in Money Coaching is that awareness needs to be followed through with action in order for meaningful change to occur. I am committed to working with you on an on-going basis and consider myself a partner in your success. On-going support and coaching programs are designed to your particular need. This can be accomplished in a series of weekly or bi-weekly sessions to help you implement the changes you desire.
Learning about the Eight Money Archetypes is a dynamic and exciting way to become aware of your underlying patterns and behaviors around money.
These Archetypes are present in all of us. You will take a Money Type Quiz and we will take a look at the unique blend of types that are currently active in your life, which are beneficial and which ones need your attention to create the right blend of factors to help you move towards prosperity and a more purposeful life.
Whether you’re going through divorce, loss of a loved one, retirement or change of carreer, there are a lot more than financial issues happening in your life. It’s a challenging time and sometimes making important financial decisions is especially difficult.
With nearly 15 years of specializing in financial transitions (mostly divorce), I’ve helped many individuals transition to their new life by offering compassionate, supportive advice that’s always in her or his best interest as well as providing resources to other areas beyond my expertise.
As a Certified Money Coach, I also help people in transition face their fears around money which often times are surfacing after a long, dormant period. Being thrust into making financial decisions during and after a major transition can be a serious challenge. Uncovering where those fears are coming from is the first step toward transformation and empowerment.