Playbook & Coaching Overview
The Coach Credit Method
Your 4-Step Financial Roadmap
01
02
03
04
Discovery Session
Team Meeting 1
Team Meeting 2
Coach Credit Playbook
Understand your current financial issue and to see if a Coach Credit Playbook or 1:1 coaching is a good fit
Meeting the players. Setting starting goal posts. Putting stats on paper. Laying the groundwork for the Playbook.
Solidifying all the stats. Clarifying goals and direction. Overview of draft Playbook
Presentation / review of finalized comprehensive Playbook. Determine if DIY implementation vs 1:1 Coaching / Subscription for long term relationship is needed


