Our Process

At Abundant Life, we seek to thoroughly know and understand your situation so we can know how to best serve you. To accomplish this goal, we begin our process with a free, fifteen minute phone call we like to call our Q/A Call. In this call, we both get the opportunity to know each other better and if we are a good fit.

After our Q/A Call, we have our Discovery Session. This 90 minute session requires homework from you in the form of providing us with your previous two months of bank statements and filling out a questionnaire. We use this information to create a personalized snapshot of all your incoming and outgoing money. This helps us to see opportunities for you to reach your goals faster. You come away from this session with your money snapshot, a debt pay down date, and a solid, custom plan built for you and with you.

Our Discovery Session gives you the plan and our next step, 90 Day Coaching, helps you to execute. You can think of our coaching plan as very similar to a personal trainer; we are the cheerleaders who help you to stay on track, bust through roadblocks, and change your habits so you can reach the future you want. This coaching includes eight one-hour sessions. The first four are done over four weeks, while the last four occur over eight weeks.

We know this process will help you on the path to where you want to go. We are excited and honored to have the opportunity to play a role in the changing of your life. The only question is, when do you want to begin?

Let’s Get Started!