🌈 Primary Goals

  • Plans for:

    • Debt pay-off

    • Loyalty’s college

    • Retirement, long-term projects

  • Feeling GOOD + LOVING + IN THE FLOW together

    • Equally sharing

    • Everyone is seen

    • Everyone is successful

  • Working w/values

    • Creativity

    • Flow

  • Sustainable money-tending model

    • Goals

    • Dashboard

    • Habits & schedule

    • Roles

Schedule ww session / 90 minutes

Total time: 9.0

Time used: 3.0
Time remaining: 6.0

Wingwoman Punch Card / 6 Sessions

For Treasured Clients

♡  Wartes in the Flow ♡ 

6 × 90 minute sessions
Or 9.0 total hours
Cost is $2180 / Paid 7.28.26

Scheduled for:

_♡_ #1 /1.5 / Jul 28 / 2pm
_♡_ #2 / 1.5 / Aug 11 / 2pm
___ #3 / 1.5 / Sep 1 / 2pm
___ #4 / 1.5 / Sep 8 / 2pm
___ #5 / 1.5 / tbd / 2pm
___ #6 / 1.5 / tbd / 2pm

May include phone + zoom calls, homework, to fill up a punch spot :)

Reminders

NOTES

🌈 Jul 28

  • Big picture / life timeline

  • Money needs + goals change for different chapters

  • Champion years, dream work

  • The point of money is to live your values and dreams

  • Invitation for Zadok to dream a bit about future work

  • Getting a picture of debt

    • List of totals, interest, payments

    • Utilizing HELOC, how it works, Loyalty’s college

  • Desire for money dashboard, for money-work to feel even

🌈 Aug 11

  • Model of how the money flows

    • Bills account - amazing job setting that up!

    • Household accounts and personal money accounts

  • First draft at monthly spending - what does monthly living cost?

    • What about bigger / 1x a year purchases?

  • Debt Ninja / Chase balance > move to BoA > then use only Chase for cc purchases (how interest on balance transfer cards work)

  • What about debt? What about saving/investing? We’l work on that as a whole project.

    • First up - start a feel-good regular relationship with money

    • Next - decrease / cut cc usage

    • Later - start to pay debt down

  • Also, major operating principles

    • Get out of survival/scarcity » settled, enoughness

    • Start to look ahead

    • Healing for nervous system

    • Chapters - sometimes we’re breaking even, sometimes spending more and incurring debt, sometimes working extra paying it down

  • In the future, invite more money into the system

    • Believe, be open to it, ask, don’t need to know all the specifics right now / psychology + strategy + woo-woo

  • Plan > utilize bank accounts the next 2 months > for data - are the amounts working for household and unexpected? Then we’ll download transactions and analyze.

    • Skip the YNAB, try to make as easy as possible, Get some REST from all this. You’re in a stable spot, and we are working on the big picture

  • After the two months, we will have information to help us with decisions, future steering

  • The three arenas - light, sharing light, money

  • Prioritize energy:

    • Asking for more (over thrift/frugalness)

    • Defining the mission of you two as a couple, as individuals, then we name the funding required, then ask for it! :)

🌈 Sep 1

  • Note

🌈 Sep 8

  • Note

🌈 TBD

  • Note

🌈 TBD

  • Note