The Program

Everyone's experiences and issues with money are unique, and so the process of financial counseling will be different for everyone, especially with regard to timelines. There is a general flow to the process, however. Some similarities for each client's process would be the following: Gather Information – Talk about specifics of your situation, where you are with regard to your finances and sense of security and ease in your life, why you are seeking clarity and assistance. Establish Goals – Discuss your dreams and vision for your life, and what it will take to get there. Create a Spending Plan – This will be a unique, doable plan completely in line with your needs and goals. Gain Clarity and Shift Money Habits – Use the Spending Plan/MoneyMinder® System to identify and shift money patterns, bring awareness to unconscious spending patterns, and move toward goals. Discover Money's Impact – As you start to see this powerful process in action, you'll discover how money affects all aspects of your life, and you'll start to see new options, new ways of thinking about choices. Develop Peace of Mind – By creating a healthier relationship with money on several different levels – practical, emotional and spiritual – you'll feel a new sense of expansiveness and calm. This work can be done with individuals, couples and for small businesses. This work can be done in-person or on the phone. A contract is signed before work is started, in which both parties agree on the fee and the cancellation policy. Partner with Lauren Spelman to begin your own path toward financial renewal. Call her at (415) 945-1800 or email lauren@sagefinancialrenewal.com.