Money Mentoring Program

Sometimes our life can get stuck in a holding pattern, or be somewhat adrift. We have an idea of how we want our life to look, but the vision isn’t crystal clear and we don’t really have a plan to get there. It’s more of a “maybe” or a hope for “some day.” “Someday I hope to see Paris.” “Someday I hope we can to take a big trip with my family.” “Maybe, someday,  I’ll write a book or start a business.” But without a plan, “someday”, “hopes” and “maybe’s” rarely become reality.

Maybe you have made a lot of progress in the last 10 years. But there are still big things you want to do. Scaling your life to an even larger level seems intimidating. Things are good. Maybe we should just stop here. Why dig deep to achieve those dreams that others might see as crazy? I remember the moment I realized what our student loan and credit card payment would be. I wanted to cry. I had these dreams, and just couldn’t see a path from where we were to this life I was envisioning. That was 15 years ago.

It’s possible to come to the end of our lives, and realize it just passed us by. We kept our head above water. We made it through. But we didn’t really LIVE. We went with the flow and slowly let go of all those crazy things we thought about as kids. Seeing the world. Traveling. Building a company. Writing a book. Amazing experiences with family and friends.

 Or there is another option. You, with enough time and intention, can accomplish huge things. BIG things can happen in 10-20 years.

In the last 15 years, we paid off all that debt. Within 5 years we had gone from $50,000 in debt to $100,000 in stocks and cash. We moved abroad. We traveled through 27 countries. We paid cash for our first house. We bought 2 rentals. All while adding 6 kids to our family.

People thought we were crazy during year 1, 2, 3, and 4. “Those things you are doing won’t ever add up to anything!” But they were wrong. That is exactly what happens. You get a vision for what your life can be. You make a plan. You set benchmarks. And day after day you make a step in that direction with habits that compound.

Committing to that vision is powerful.

Just hear Amanda’s story:

I’ve been a reader and a fellow blogger friend of Jillian’s. When I mentioned to her I was struggling with focus and have been feeling overwhelmed, she knew the content in her mentoring program could help. She sent me the types of exercises she was including in her program, compete with examples of how she uses them. Now, let me say this, I read a LOT of personal finance blogs. I write a personal finance blog! But this was a game changer!

While I’ve thought about the future, I have never actually plotted out 10 and 20 year goals. But with her encouragement and excitement, I got it done. This helped me set my 4 year goals and create my one year plan. Another thing that happened as I was doing the 1, 2, 3, and 4 year plan – my eyes were opened to the possibilities. Now I know exactly where I need to focus my energy and am on track to reach my financial goals 3 years sooner than expected!

Knowing Jillian personally, she is passionate, encouraging, and loves helping people! After just the little bit of work I’ve done so far from her program, I got really excited about the future. It gave me the vision I needed and lowered my stress. THANK YOU!!! If you are able to have her walk you through each step, coach, encourage and provide accountability throughout this process, it will change the trajectory of your personal finances.
Amanda CentsiblyRich

 

If you want to see radical growth, all you need is 10-20 years, a plan and some encouragement as you learn this process. Often it ends up being even bigger than you imagined. Things start slow, but build momentum. And you can have that in your life.

I never would have been so bold to say at age 19, $50k in debt, that “By 32 I want to be financially independent.” That would have been insane. But it happened. As I created this program for my own life, I saw more and more growth. And that growth compounded. And all those good habits, opened up even more doors.

 I’ve come a long way. But you know what? The next 20 years are going to be even more impressive! I have so much more momentum. I have more experience in this process. I’ve lived the program.

 All you might be missing is someone to come along side of you to get started. A mentor. A money friend. An encourager. I’ll help you find the path that is right for you. I’ll teach you how to set up those benchmarks and create the habits of success.

With enough time and intention, you life can be radically different. If you have 10-20 years left, there are big things you can accomplish. If you are just starting, you can achieve or come darn close to Financial Independence. Even if you had a lot of obstacles like we did, with low income and lots of debt. If you are already close to FI, the next 10-20 years could be truly amazing. With out having to hustle so hard just to pay off debt and pay bills, you can pursue even bigger goals. Travel the world. Write a handful of books. Start a non profit. Create an organization. Build a business. Mentor a 100 single moms in their finances. Whatever dreams you have buried in you.

What does the Money Mentoring Program look like?

Money Mentoring is a 6 month process. You are able to finish whenever you feel ready. But this is set up to be a long term relationship to walk you through the process.

This isn’t a class or pdf or course. This is set up to be a one on one mentoring process.

Your initial Money Mentoring Set-Up Month:

2 Life Planning exercises

There will be 2 life planning exercises for you to complete to help clarify your goals. So we both have a clear picture of where you want to go with your money. Money is an incredible tool to help you custom create your life as long as it serves other goals. So we investigate exactly what kind of changes you are hoping to see.

4 60 min Skype chats

We will talk for an hour each week for the first month. 2 chats we will cover your life planning exercises to clarify the direction you want to take, 1 we will review your current financial situation, 1 we will start to create your goals for the year.

Custom Progress Tracker and Planner

By the end of the first month I will have created a custom progress tracker and planner.  It will contain your yearly goals, and quarterly benchmarks. We will use that in your regular monthly mentoring to pick your monthly goals each month, along with weekly goals.

This is 100% customized for the changes you most want to see happen.

Create more financial freedom

Better tracking of expenses and having a plan for your money

Planning to take a career break or transition

Starting a side business

Paying off debt

Investing

Planning on leaving a legacy

Adopt a more minimalist lifestyle

Increase Net Worth

Ongoing Monthly Money Mentoring

New planning exercise each month

45-60 minute chat via Skype

We will cover

  • Your goals/focus for that month that will get you to your quarterly benchmarks
  • What progress you are making on your goals, answer questions
  • Choose a habit to develop
  • Review your monthly planning exercise and adjust plan as needed
  • Provide encouragement and focus

Weekly Email:

Weekly email check in’s to measure progress and establish weekly goals based on your monthly goals. We will review your last week’s progress and readjust based on monthly goals

Daily Accountability:

Based on your weekly goals, you will pick 1 thing as a daily action. Every day you will choose your goal (either the night before or morning of) and send that goal to me via twitter, fb, or email. You will also include the progress on the previous day’s goal.

For example: Your goal for Friday is to grocery shop just by your list. On Saturday your goal is to spend 2 hours of quality time with family. You fb message me Saturday morning with your goal plus a pic of your grocery list plus receipt. It should take about 60 seconds of time each day. This it will create a habit of intentional living. Every day you know what step you need to take to bring you closer to your goals and you act. That creates a powerful momentum.

This is the step that might scare you. Every. Single. Day? It’s one tweet. Literally one more DM, PM or email a day.

Total Monthly Time Commitment:

Plan about 4 hours a month. Between our Skype call, emails, daily check-in, and your monthly project (most take about 30 minutes).

Quarterly

We will have a 60 minute Skype call every quarter to review progress on quarterly benchmarks and readjust next quarters benchmarks.

100% satisfaction guarantee

If you put in the work, you will see results. Period.

Great money management recognizes that your best ally is leverage and compound growth. Small changes today can result in huge outcomes down the road. Developing new habits and systems that will pay off huge returns in the years to come. After a year of guidance and practice this system will be second nature you to. It will serve you well the rest of your life. That is what this mentoring program in about.

I guarantee you will see a positive ROI. Each year after, that ROI only grows. Imagine the kind of return you will experience in the next 10 years. My net worth increased $50,000 in 2016 despite the fact we took the year off! All that growth was a direct response to the knowledge and the habits I developed 10 years before.

There are only 5 spots available. And they will be reserved for those who want to do the work. Those who want to create an exceptional life. I will be pouring a significant amount of my time into each mentee. I’m committed to helping you set a trajectory to accomplish the exceptional in your life.

But this program isn’t for everyone.

If you don’t want to see much change in your life, this can’t help you. But if you want the next 20 years to be even better than the last 20 years, this will be exactly what you need to get there.

I’m passionate about helping people. I’m incredibly invested in seeing your transformation. I’ve been a mentor for over 10 years and have mentors in my life. If you aren’t 100% satisfied, I’ll gladly refund your initial consult cost.

 

Just fill out this form below. I’m so excited to start this journey with you. 

Please fill out

I’ll review your application and follow up by email.

If it seems like a good fit, we will set up a 30 minute FREE consult to make sure this mentoring would be a good fit for both of us.

I only have 5 spots, and when they are gone, they’re gone till people finish their mentoring. It starts with 6 months (because it takes time to create real change and growth) but can continue after that point if needed.

The upfront cost is $350

Then $95 a month going forward

I’ve made this as affordable as possible so you are guaranteed an amazing return on investment. It would be almost impossible for you not to be better off after a year of money mentoring. This also helps provide some skin in the game for you. This is NOT about finding some super secrets to get rich quick. It’s about having someone provide direction and encouragement to help you make progress on your goals. It’s like a personal trainer who meets you at the gym, gives instruction, and works out alongside of you. Except that our finances touch every single area of our life, goals and dreams.

Still not sure?

Still not sure this will help you get where you want to go? Then I want you to do the first life planning exercise to help clarify if this is the right choice for you.

4/10/20 year plan (take about 60-90 minutes)

Where do you want to be in 20 years? What do you want your life to be like? Your work? Your accomplishments? Your financial freedom? Progress on your biggest goals?

Ok, I want you to actually write all that down. It’s scary, I know. Putting pen on paper makes it feel real. Too real maybe. But try.

Ok, now given that, what about in 10 years? How far do you need to go between now and the next 10 years that will set the trajectory for your 20 year plan?

Take some time. Ok, given that what would your top 5 goals for the next 4 years be? What needs to happen in the next 4 years to set you up for that path? What needs to happen in your investing, creating passive income, work, expenses? What do you need to get started on?

Now ask yourself this: Given my 10 and 20 year goals, would this program help me get there? Will this help set me up for that path? Or can I do this with out any help?

If you want to be in about the same exact spot, doing the same thing, then perhaps this isn’t the right move for you. If you have big plans that will take some momentum to get going, then this might be just what you need.

15 years ago we were $50,000 in debt. We made $10,000 that first year, and about $20,000 the second year. A lot can happen in 15 years. We started with nothing, and year after year have built momentum. We have been able to live overseas for 4 years and travel through 27 countries. We paid off all that debt. We build up a half million dollar net worth. We have adopted 4 kids, and had 2 biological kids. We renovated profitable rentals. We hit FI and left our jobs to start something new. A lot can happen in 15 years. But it takes intention, planning and perseverance. This program will give you that till it becomes second nature.

If you need someone to just double check your numbers or a small course correction check out our Money Consultation option.

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