Although the Holistic Financial Planning Course can be done at your leisure, we also know it’s great to have some accountability to help reach your goals! We also love helping you refine this tool to work best for your specific situation. Our Coaching sessions are intended to begin after you complete the Holistic Financial Planning Course, and will be carried out over 3, 6, or 9 months. These sessions will allow us to:

  • Make financial recommendations tailored to your values, goals & priorities
  • Troubleshoot & fix any issues you may have in customizing your Holistic Financial Plan
  • Provide support and accountability for actively managing your finances
  • Provide recommendations for actionable steps you can take to cultivate your ideal financial landscape, which will evolve and grow with active management and conscious attention


"It was super helpful to have 1:1 guided support for [the Holistic Financial Planning process] because honestly, spreadsheets and finances are not my strong point and I can find them quite overwhelming ..


[Going through the Holistic Financial Planning process] meant that I could worry less about the months to come because I actually had an idea of the numbers, of what was coming in, what to expect, and how to plan around it ... I'm really looking forward to using this system in my business to understand my income and to plan for the future with the actual numbers there rather than just... trying to guess."


 - Jas, Ardea Creative

Coaching would be a great fit for anyone who:

  • Isn’t yet in the habit of managing their finances and wants to make sure to get it done!
  • Has a complicated financial situation and would like some 1:1 tailored support to make sure their numbers are as accurate as possible.
  • Wants a coach who believes in their dreams, providing both visioning and physical skills to make them happen!


WHAT COACHING CAN DO FOR YOU



Sera Deva, Course Instructor & Coach

Triple Creeks Consulting

I spent many years managing & directing nonprofits & businesses who struggled with operational barriers to achieving their goals. Throughout this process, I found mentors who guided me to use critical thinking and practical solutions in solving common problems that apply to every business and nonprofit on the planet. I also learned the only work I want to do is work that is aligned with my values and brings me joy; and that’s all I would ever want for anyone. 

Having explored all kinds of different tactics with a huge variety of clients, employers, and mentors; one thing is clear: 

With simple changes and clear steps, we can easily transform challenging work situations into the highest expression of how we want it to be. By taking this action in our own businesses and organizations, we can be the change we want to see in the wider world.

"The Holistic Financial Plan is one of the most clarifying tools I have ever used...

I truly cannot recommend using this template enough, especially if you are someone who is looking for some autonomy within your finances, trying to understand how to budget, save, and meet personal financial goals."


- Evelyn

FREQUENTLY ASKED QUESTIONS



Can I get a refund if I'm unhappy with my purchase?

We believe strongly in the power of our work, and never want to leave our clients in a less-than-satisfied place with our services. If you are unsatisfied with our coaching services, we would be happy to discuss a refund with you.




How do I schedule my coaching sessions?

Upon purchasing coaching, you'll receive a Calendly link to book a time for your appointments with us. Your package allows you to purchase either 3, 6, or 9 calls with us over the course of the same number of months. We recommend you schedule a minimum of one call per month.




Can I purchase coaching more than once?

Absolutely! If you find yourself in need of more coaching than you purchased, you can always purchase the coaching package again OR… We also have more extended services for folks who want to really dive into all we have to offer! If you’d like to explore becoming a client of Triple Creeks Consulting, please fill out our New Client Inquiry Form.