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The Financial Coach Academy® PodcastAuthor: Kelsa Dickey Language: en-us Genres: Business, Entrepreneurship Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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150. A Real Coaching Session on Prioritizing Financial Goals (Part 1)
Thursday, 23 April, 2026
Lauren is a financial coach. She knows exactly what she'd tell a client who was juggling competing financial goals with limited margin. She'd say: pick one. Prioritize. Stop trying to do everything at once.And yet, when it came to her own money (her IVF goal, her emergency fund, her coaching business, her serving job she was ready to leave) everything felt jumbled.In this Client Seat episode, I coach Lauren through what happens when you stop trying to figure out all the things and start choosing. You'll hear the exact moment her energy shifts from heavy and overwhelmed to clear and motivated. And I share something about my own coaching in this session that I would have done differently — because knowing a client well can be a gift, and it can also lead you to steer when you should be listening.This is Part 1 of a two-part session. Part 1 covers the goals and priorities conversation. Part 2 goes into Lauren's income picture and what it would actually take for her to leave her serving job behind.Get access to Part 2 here. Want to be a guest on a future Client Seat episode? Apply here.In this episode:Why seeing income as separate buckets keeps clients stuck in scarcityWhat happens when you stop trying to fund everything at onceHow Lauren's gut gave her the answer before her logic caught upThe chicken-or-egg loop that keeps big goals permanently on holdWhat I'd do differently in my own coaching — and why naming it mattersResources MentionedMoney Made Human Peer Advisory GroupYNAB
