Coaching

Council and Transformation

Finances are both a thermometer and a thermostat. As a thermometer they offer a library of insights into a person’s internal values and story. As a thermostat they can set the “temperature” of one’s entire life.

Self understanding, personal healing and an integrated plan filled with positive habits and emotions form the foundation for financial health and holistic wealth.

Connect with us for an initial consultation…


Equity Design’s Coaching Map

Summary

  • One on one diagnosis and assessment.
  • A personal plan
  • Monthly accountability
  • Integrated financial education
  • Seminar opportunities
  • Special sessions with top financial professionals
  • Personalized growth experiences

View the Holistic Financial Coaching syllabus…


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Coaching Blog

  • Telling a New Economic Story

    Join us for a two part series where we will explore the roots of the current economic crisis and ways to respond by building real wealth in our communities. We will use David Korten’s new book Agenda for a New Economy: From Phantom Wealth to Real Wealth as the starting point for our discussion.

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