Financial coaching is an opportunity for you to work on “yourself” and your finances with the help of a coach or a mentor. It not only strengthens your relationship with money but also gives you an opportunity to map out your finances. The purpose of coaching is to help you understand the ground rules of personal finance so that you get in control of your finances. What you get ? 1. Relationship with money 2. 100 rapid fire questions 3. Cleaning your Financial Mess 4. High level Coaching Conversations 5. 100% Action Oriented 6. Financial Planning 7. Bonus Materials and Learnings

1. Financial Coaching
Program
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Designed by : jagoinvestor.com

2. What is Financial coaching all about ?
 Learn how to get in control of your financial life
 Think Beyond Numbers and Calculations.
 Be the Author of your own financial life
 Break the rules of traditional financial planning
 It is about being in action, taking responsibility & designing your
financial life.
 The process with be thought provoking and action provoking

3. What you get on Joining ?
1. Coaching Conversations that bring a change in your financial life
2. 100 investigative questions that are thought and action provoking
3. Basic templates that can help you re-calculate things on your own
4. Action Support Document- For Execution
5. Coaching calls to understand the ground rules of personal finance
Other Resources:
1. Book written on personal finance by Manish or any other book
2. E-books
3. Access to online project management software
4. Personal finance Templates and 17 calculators

4. Promises of Coaching Program
Changing your relationship with money
Feel the GAP-What needs to be done in your financial life
Clutter Free Financial life
Getting all your Basics in Place
Financial Goals and How to think about them
New Financial Commitments- Action Support Document

5. Creating New Relationship with Money
You Learn :
 It is not about numbers it is about you
 You will start Experiencing Money from concern to Freedom.
 Learn to build the right philosophy around money
 You start seeing personal finance as a game.
What we will do together
1. Effective Coaching Conversations are introduced to you
2. Get E-books

6. Feel the Gap- What is required to live a good
financial life
You Learn:
 Slow down- where is your money and what it is doing for you ?
 You either have reasons or results in your financial life
What we will do together
1. 100 Investigative Rapid Fire Questions
2. Excel Sheet that shows you where you are in your financial life and
where you want to be

7. Clutter Free Financial Life
You Learn:
 You will learn importance of simplification
 Remove things which are not on purpose
 You will focus on optimization and find areas where you can save
money
What we will do together
1. Learn Ground rules so that you can protect your financial life from
wrong products.
2. Coaching call

8. Getting Basics in Place
You get your basics in place
 Life Insurance- Rightly Covered
 Health Insurance- Adequate Health Cover
 Emergency Fund- Making a provision
What we will do together
1. Ground rule of Life Insurance, health insurance with spreadsheet
2. Ground Rule of Emergency Fund

9. Financial Goals How to think about them
You Learn:
 How to perceive your financial goals
 Setting Realistic Goals
 What actions you need to take to build wealth
What we will do together
1. Spreadsheet: System of managing money
2. Coaching call

10. New Financial Commitment
You get in action
 Ready to play New innings of your financial life
 You will learn to make informed decisions and New investment promises
 You will adopt new investment style
 Increase your Focus on wealth creation
What you will be doing / getting
1. Action Support Document
2. Coaching call on taking actions

11. Financial Freedom
You Learn:
 Learn the concept of financial freedom
 Active income vs passive income
 Understand Financial Freedom with numbers
What we will do together
1. Financial Freedom Spreadsheet
2. Template- WILL Creation
3. Personal finance software membership
4. Useful Financial calculators

12. Who can work with us
We would like to work with those
 Who are willing to work on their financial life
 Who want to go beyond traditional financial planning style
 Who are open to new ideas and are coachable
 Who wants to make this year as their best financial year

13. Schedule a Call to
know more !
Mail to nandish@jagoinvestor.com
Thank You ! , Jagoinvestor.com