Playbook & Coaching Overview

Choose your path to financial clarity: the self-directed Playbook or implementation of the Playbook via a systematic coaching program

Coach Credit’s Playbook™

(Playbook creation $400)

o Keeping Score:

Net Worth: (A measure of financial success)

Financial Mass Index (FMI): How lean your lifestyle is

Debt Ratio: How much of what you own is owed to someone else

o Cashflow Analysis- Margin making habits

o Debt Management / Elimination

o Risk Management and Short Term Savings

o Retirement and Long Term Savings

o Tax / Estate Concerns

o 'Special Teams' (Saving for Education; Bucket Expenses, small business and side hustles, real estate)

o Establish 'Play Options' for now, soon and later parts of the game

o Learning about the 'Adapt' Model [Wealth = A × D × P × T²] and how that is involved with winning with money

o 10 Laws of Financial Relativity™ - how the 'Laws' separate winners from losers

Coaching Services

(Playbook Implementation $600) or (Annual Subscription $800)

o Implementation of Coach Credit’s Playbook™

Creating and refining 'Goal posts' and time frames. What does winning actually look like?

Addressing immediate / pressing team issues

Enhancing your knowledge of the behavioral considerations involved with managing and succeeding with money

‘Defensive’ strategies for your team

- Understanding how insurance and emergency funding protects your team from being pushed back and losing ground.

- Getting a hold of debt and discovering how it slows your team’s forward progress and makes your offense have to work significantly harder to win.

‘Offensive’ strategies for your team

- Cashflow analysis- creating monthly margins to power your team in creating wealth and moving forward.

- Seeing the power of having cash reserves and investing for retirement and other major life chapters

‘Special Teams’

-Learning about the three legged stool of wealth creation (business, real estate and investing)

Practical application of the 'ADAPT' model and the 10 Laws of Financial Relativity™

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Do I Need Help?

I often hear, "We make way too much to feel this poor!" or "We make a good living but have nothing to show for it!".

Discipline, Process and Time will change everything for you.

Use the calculator below and compare your numbers with the chart to gauge where you are at in this stage of your life.

Net Worth: Value of what you own (assets) minus what you owe

Financial Mass Index (FMI): Like Body Mass Index (BMI) this calculation indicates how 'lean' or effective your income is in creating wealth. [Average Income / Net Worth].

If you are confused by either of these videos- let's talk!

Your Net Worth, FMI and FMM are just snapshots of where you are today. Don't get discouraged if your numbers don't match up well with your age group. Personal Finance is very dynamic and having guidance on how to improve your situation is key in moving forward.

The Coach Credit Method

Your 4-Step Financial Roadmap

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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