PlusCoaching scenarios, session starters & connectionsLearn more →
PreviewWorksheet · 30 min
For the Coaching Practitioner
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Coaching ScenariosPlus
1The client with financial anxiety and no mapped picture of their actual situation
Context
Client experiences persistent financial stress — difficulty sleeping, avoidance of bank statements, vague dread around money conversations — but has not looked directly at their financial situation. The anxiety is operating on a imagined picture, which is often worse than the real one. The current state section forces the first clear look.
How to Introduce
Frame this as information gathering, not financial planning. 'Before we can figure out what to do, we need to know what ...
2The high earner whose income and spending have scaled together without wealth accumulation🔒
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3 coaching scenarios with introduction language, observation guides, debrief maps, and red flags
