Helping Clients Through a Mid-Year Reset | EP 248
The middle of the year is a natural time for clients to feel frustrated with their money plans.
They may have started strong in January, felt excited about their budget, and believed this was finally going to be the year things changed. But then life happened. Unexpected expenses came up, categories did not work the way they thought they would, groceries or gas cost more than expected, and the plan started to feel harder to follow.
In this episode, Maria and Cody talk about how financial coaches can help clients reset without giving up. The conversation explores why some “unexpected” expenses are actually expected but unplanned, how to help clients decide what needs to be adjusted, and why different clients may need different levels of preparation, peace of mind, and intensity.
They also revisit a helpful reset exercise built around four questions: what is working, what is not working, what is missing, and what are you tolerating that maybe you should not be?
If you have clients who are discouraged because their plan has not gone the way they hoped, this conversation will help you guide them back toward clarity, adjustment, and continued progress.
🎧 Resources & Links Mentioned in This Episode
If this conversation has you thinking about how to help clients reset without giving up, here are a few ways we can support you.
Start with THE Financial Coaches Network, our private space for coaches to connect, ask questions, and keep growing alongside others who understand the work.
If you’re looking for a clearer path to build your coaching practice, take a look at Getting Started as a Financial Coach.
You can also join our free Facebook group, THE Financial Coaches Community, to connect with other coaches, ask questions, and be part of the conversation.
If you’d like to talk through where you are or what your next step might be, you can schedule a call with us here.
Have a question for the podcast? Email us at [email protected].
Music by Summer School.
Follow us on social:
@newmoneyhabits | @sizemorefinancialcoaching
