The REDEFINE SUCCESS PLAN includes FOUR one-hour inspirational coaching meetings with Sharon Maley and THREE one-hour meetings with Paul Maley, a Dave Ramsey Financial Coach.
Step 1: DREAM — Welcome to the vision-building phase. This is your opportunity to look at the big picture and clarify what a deeply purposeful, thriving life looks like for you—physically, mentally, emotionally, socially, financially, and spiritually. No self-imposed limits, no fear of the future, and absolutely no problem-solving allowed! Just an open, receptive heart to discern the abundant possibilities and higher calling waiting for you.
Step 2: DISCOVER — Time to establish your inner stability and foundation. In this deep-dive, you’ll examine your current decision-making filters and master the Decision-Making Matrix. Upgrading these internal filters allows you to face life’s daily demands with a steady, intentional focus—ensuring you act proactively rather than reacting and losing your balance when external conditions get tough.
Step 3: DECIDE — This is where you commit to a long-term “marathon” goal — the kind that builds true patience, faith, and endurance. Then, using our backwards planning process, we’ll break that lifelong journey down into meaningful, high-momentum sprints so you can steadily build your capacity as a good steward of your talents without feeling overwhelmed.
Step 4: DESIGN — Time to walk out your purpose. This final phase is all about everyday execution, consistency, and sustainable pacing. Armed with the custom tools and strategies you’ve developed over the last three sessions, you will confidently carry out your master plan—maintaining your momentum and honoring your highest values through your actions step-by-step.
Step 1: WHERE YOU ARE – FINDING YOUR “RED DOT” ON THE MAP
In Step 1 with Sharon, you explored what long-term “successful you” looks like. Now let’s zero in on the financial aspect of your journey, starting with the history of your relationship with money: earning it, saving it, and spending it. We’ll begin to collaborate on crafting a proactive monthly budget that puts you in the driver’s seat of managing your finances, and reflects your values and priorities – with your earning, saving, and spending working for you on your adventure toward meeting your goals.
Step 2: WHERE YOU WANT TO BE- FINDING YOUR TARGET
Finding your target involves not only where you want to arrive in your journey, but what stands in your way. Typically these roadblocks to financial success narrow down to three: I make too little, I spend too much, and I owe too much. Using your previously-honed skills of backwards-planning and breaking down a marathon into achievable sprints, we’ll begin plotting a roadmap out of debt, while realistically adjusting income and expenses to bring your budget into peace-inducing balance.
Step 3 : HOW TO GET THERE: PLOTTING YOUR JOURNEY
This third step involves reviewing the progress you’ve made on your monthly budget, translating your goals into steps and parameters to guide you through each month of earning, saving, and spending. We’ll review habits to adopt, and hazards to avoid, to help you keep “gas in your tank” (momentum) as you move forward. But wait, there’s more!
Step 4: SHOW ME YOUR TRAVEL PHOTOS
Fooled you! There are actually four sessions in the Financial Success journey. If you need this optional fourth session 3-6 months down the road, it’s yours on the house. This check-in will celebrate your wins in the rear-view mirror, trouble-shoot any challenges on the horizon, and keep you energized and motivated to keep your foot on the proverbial gas as you continue forward, managing your financial resources in a way that is proactive rather than reactive, peaceful rather than stressful, and something you can be proud of.
