What we offer

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Total Wealth Coaching (TWC) involves a process with distinct steps to guide clients toward achieving their goals. While the specific steps may vary depending on the clients and their needs, the general steps are:

Building a strong, trusting relationship between the coach and the client is important for the Total Wealth (TW) approach. Getting to know the client with the help of Total Wealth Quadrant (TWQ) is the foundation of the coaching program – coach must have a good understanding of the client’s needs and expectations first and then be able to create a safe and supportive environment together with the client.

In this step, the coach helps the client to clearly define and understand the purpose first and then state specific, measurable, achievable, realistic and time-bound goals. This involves understanding the client's aspirations, challenges, and desired outcomes. Our unique approach requires all this to be done within the TW approach framework.

The coach and client work together to assess the current situation and establish the client’s TW baseline. This may include evaluating needs, strengths, opportunities, and areas for improvement as well as identifying any obstacles encountered in the past. Authenticity is the key.

With the goals clarified and the current situation assessed, the coach and client develop an actionable plan. This plan includes specific steps, strategies, and timelines for achieving the desired outcomes, like a more balanced and peaceful life.

The client begins to implement the action plan. The coach will act as a facilitator by providing ongoing support, encouragement, and accountability. The coach may offer guidance, resources, and feedback to help the client stay on track. The client should be fully committed to the plan and the planning process.

Helping clients to define goals for each of the four aspects of our model is the key driver of our approach. The interdependency of the four drivers of Total Wealth facilitates the required balance for a wellbeing driven lifestyle. Harnessing and enhancing potential while identifying and eliminating obstructions can lead to superior performance.

Potential – Obstruction = Superior Performance

Progress is regularly monitored and reviewed to ensure that the client is moving toward their goals. Formal in-person and/or online meetings and ad-hoc messaging as required are an integral part of the TWC process. This stage involves evaluating what is working, what needs adjustment, and making necessary changes to the plan. Client may complete the review questionnaire.

As the client achieves their goals, it is important to celebrate their successes. This stage also involves reflecting on the journey, recognising growth and learning, and identifying any further steps for continued development. The client will be invited to ongoing TW webinars, workshops and discussion groups.