Page 3 - Financial Workbook

Welcome
Thank you so much for your interest in Financial Coaching. This workbook, with the help of your Coach, will guide you through the process of organizing your finances, making effective financial decisions, and understanding Biblical principles of finances. Just a word about your coach’s role; he or she will never make financial decisions for you. They are there to guide you and to make suggestions. If you will faithfully commit to each coaching session, do your homework, and complete this workbook, by the time you finish, you will have a plan for managing the money God has entrusted to you.
What to Expect:
• Understanding what the Bible says about managing money
• Help in tailoring a personal spending plan
• Develop a savings plan
• Adapting a debt-reduction plan
• Learn about tools to help you track finances
• Discovering what financial software works best for you
• Help in gathering the facts of your finances through a proven step-by-step process
Session Length:
Your first session will run approximately 60 to 90 minutes. Subsequent sessions will last approximately one hour. You and your coach will choose an agreed-upon time.
Financial To Do’s, and Information Needed:
Financial To Do’s will be listed on each page. Additionally, you will be asked to bring material that will help you achieve your goals. To see the entire list, refer to the “Checklist “on page 3.
• 30- 90 Days of Spending and Income
• Tax Returns
• Credit Report
• Debt List
Scripture Applications:
• Variable Expenses • Paycheck Stub
• And more
Go to the “Source” for guidance on God’s financial principles. Bookmark this link to access our accompanying workbook of scriptures and short lessons on relevant financial topics. Your coach will assign various topics as you work together learning how to manage everything God has entrusted to you. We encourage you to explore all of them and arm yourself with His wisdom.
Disclaimer
Legal topics like investing, insurance, financial planning, and other related areas are not covered, other than to include these categories in a written spending plan if needed, or to refer you to a licensed professional for more information.
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