Refine Your Financial Planning Services and Processes

  • About Private Coaching

    One-on-one coaching specifically tailored to your needs. We can help you with building or refining your service model, fees, service calendar, workflows, and financial planning processes.

  • Who Should Attend

    Members whose number one priority is refining processes and planning. If you are ready to dramatically improve your client experience through consistency and scalability, private coaching is right for you. These coaching programs are designed for members in the Building and Scaling Phases.

  • Schedule Options

    We offer 60-minute calls billed by the hour or, for more intensive coaching, a three-month program that includes two monthly calls and review of assigned deliverables.

More About Private Financial Planning Coaching

Coach Emily Purdon can answer any questions you may have about the coaching offerings and help you select what program is right for you during a consultation call.

3-Month Intensive Coaching Program

Cost: $1,650
Billed in 3 installments on the 15th of each month
Scope: 3 months
Calls: Two, 45-minute calls per month

The Intensive Coaching program includes assigned homework to guarantee work that can be implemented throughout the coaching relationship. This structured program is ideal if processes and planning are your number one priority. If you are ready to dramatically improve your client experience through consistency and scalability, this program is right for you.

Your monthly calls can be spent in a variety of ways, building or refining your service model, fees, service calendar, workflows, and financial planning processes. We will work with you during your calls, and behind the scenes, to review your work and ensure that you have clear deliverables.

Planning Session

Cost: $300/ hour
Billed in 1 installment on the 15th
Scope: Maximum 3 hours per member
Calls: One, 60-minute call

We can facilitate project work during the Zoom session(s); however, this program is capped at 3 hours per member and will not include accountability checks after the session.

These programs are held over Zoom and booked through Calendly.

 

About Financial Planning and Process Coach Emily Purdon

After working as a financial planner at a large fee-only RIA in Northern Virginia, Emily joined XYPN’s Advisor Success team. As a CFP® professional and Enrolled Agent, Emily shares her financial planning knowledge and experience with members as they start, run and grow their businesses. She received her M.S. in Advanced Personal Financial Planning and a Financial Therapy Graduate Certificate from Kansas State University. Emily also completed Wharton’s Executive Education Program in Client Psychology and graduated from the FPA Residency Program. Additionally, she serves as a Graduate Teaching Assistant for KSU’s financial planning program. She recently completed terms on the Financial Planning Association National Capital Area Board as the NexGen Director, and Virginia Tech’s Recent Alumni Board as the Outreach Chair.