Sentences with phrase «individual financial coaching»

Not exact matches

When you hire us as your coach, you're not simply getting financial coaching from people who just read about the journey to debt freedom in a book, but instead you will be coached by individuals who have actually gone through the struggle and can share with you exactly what you can do to gain your own financial independence.

We need a manager who can close the financial gap by adding value to the team through improving team play and players using tactics and individual coaching.

Our Premium Partner ZEISS gave three KSOP master students a scholarship that provides financial aid, individual consulting, career coaching, access to ZEISS career network and events!

Our goal is to support the professionals who provide day - to - day counseling and coaching services to help individuals and families reach financial security through education, information, tools and resources.

Use them with individuals and couples for financial counseling and coaching; with groups in classroom settings and workshops; or with universities for financial aid events, peer counseling, residence life programs and financial education.

At an income of $ 30,000 to $ 50,000 a year, an individual's chances of qualifying for credits can drop significantly, said Tim Clegg, a budget software developer and retired financial coach who provided tax filing guidance in nonprofit Volunteer Income Tax Assistance programs in the Boston area for more than a decade.

The individuals profiled have been offered a consultation with a pair of certified financial planners (CFPs) at Money Coaches Canada — Annie Kvick and Noel D'Souza.

Performance management of partners typically includes monitoring the individual financial performance of partners, addressing behavior that is not consistent with firm culture, partner coaching, and overseeing the development and implementation of individual partner business plans.

AREAS OF EXPERTISE Interim Management Consulting Federal Contracting Investigation and Audits Corporate Ethics and Compliance Financial and Legal Transactions Strategic Business Planning Litigation Management Government and Community Relations Reductions in Force Labor Relations Due Diligence Executive / Individual Coaching Executive Compensation International Human Resources Management Compensation, Benefits and Payroll Succ...

Collector III (9/2007 — 9/2008) • Aided non-prime borrowers in bringing loan payments current utilizing a variety of related programs, providing customized solutions based upon individual financial needs • Assisted team manager with maintaining and distributing month - end numbers to peers, providing relevant information to help staff achieve all individual as well as team monthly goals • Created and facilitated various training classes to assist peers with negotiation skills, reducing the past - due loan balances outstanding while improving departmental bottom - line • Coached prime and HAD agents on negotiation skills as well as objection handling and time management

• Advise staff of any changes in policy and procedures, allocate resources, plan work schedule and assign work • Train current and new staff members, conduct performance reviews and make recommendations regarding corrective actions and dismissals • Proactively assist departmental manager with scheduling for entire department for various training courses to ensure service level is met • Create and distribute various reports to staff and peers Collector III (September 2007 to present) • Assisted non prime borrowers in bringing their loan current using one of the variety of programs offered customized for individual financial needs • Assisted team manager with maintaining and distributing month end numbers to peers needed for individuals to achieve individual as well as team monthly goal • Proactively created and facilitated various training classes to assist peers with negotiation skills, creating a sense of urgency as well as curing past due mortgage loans • Peer coached Prime and HAD agents on negotiation skills, overcoming objections and handle time Financial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage of contacts to attempts, phone availability and sfinancial needs • Assisted team manager with maintaining and distributing month end numbers to peers needed for individuals to achieve individual as well as team monthly goal • Proactively created and facilitated various training classes to assist peers with negotiation skills, creating a sense of urgency as well as curing past due mortgage loans • Peer coached Prime and HAD agents on negotiation skills, overcoming objections and handle time Financial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage of contacts to attempts, phone availability and sFinancial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage of contacts to attempts, phone availability and sales rate

She offers financial coaching services to divorcing couples and individuals.

We are here to help in any way that we can, and if you prefer to meet only with (a) Janelle for individual therapy, or (b) David for financial planning, investment management, or legal coaching, that is perfectly fine.

In addition to her private practice, Victoria is passionate about educating the community by offering workshops and seminars on Financial Mindfulness, cultural differences with relationship to money, Financial coaching, Divorce and Money, she is also leading support and education groups for the individuals involved in the deferent stages of the Divorce Process.

REAP services include: Financial Literacy Classes, Economic Advocacy and Financial Coaching, and Individual Development Accounts (IDAs).

The presence of legal counsel, the financial expert and coaches resulted in the parties feeling safe enough to talk to each other directly about their goals, concerns, and needs for their individual futures.