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Coaching

Kate Phillips

Kate Phillips

In addition to my courses and workshops, I also have limited availability for private coaching clients. I offer holistic coaching that considers how “Money, Mind, and Spirit” work together, and how our “Mindset, Action and Plan” determines our success in business.
Often my clients are entrepreneurs or independent contractors, and often they are women (but not always!). They are looking for support in a time of transition, or seeking assistance to close the gap between the life they want and the one they have. They are often in some kind of pain, discomfort or denial in their financial lives (or perhaps they are proactively avoiding the same).  They are committed to themselves and ready for a breakthrough.

Examples of clients I have worked with include:

  • Women who want support in establishing healthy attitudes, beliefs, and habits around money.

  • Entrepreneurs and independent contractors (such as realtors and mortgage brokers) who wish to get “unstuck” from their current level of success or income.

  • Successful business people and high earners who aren’t sure where all their money is going and who wish to gain focus, control, and intention around their spending.

  • Women who feel “frozen” around money who need some support to get them into action. I’ll help them take concrete forward steps while helping them ”weed out” the beliefs that got them stuck in the first place.

  • Solopreneurs who desire new levels of success and income.  I have an additional coaching certification specifically to help others a) write and publish a book b) give workshops, seminars or public speaking c) revitalize their business structure and marketing plan.

  • Individuals experiencing career, relationship, or other life transitions with financial implications (for richer or poorer) looking to re-evaluate priorities and establish a new direction.

  • Couples who need to understand each other’s financial styles and arrive at a game plan that works for both of them.

  • Women who wish to live from an abundance rather than scarcity mindset around money, relationship, career, time, etc.

  • Investors who wants financial coaching or education (not advice) from someone who does not earn commissions for sales of financial products or insurance.

Although my work involves a degree of financial education (and I was at one time trained by a financial services company), I do not do financial planning. As a coach, I work with people, not their money.
For instance, I can help someone align their money and their values, adopt new empowering beliefs about money, articulate the role they want money to play their lives, and take action towards their goals. I can educate clients to think strategically about concepts such as leverage, residual income, multiple streams of income, and ”true diversification” (between a paper portfolio, real estate, and business.) I can also help people and define for themselves (and find) the financial experts they do need.

And although my work delves deeply into beliefs and emotions, I am also not a therapist. A coach is a skilled observer who is an advocate, an accountability partner, and a “loving mirror” for the client. A coach works with healthy people, assisting them in moving past obstacles and creating a future that inspires them. I can also work in conjunction with a therapist or refer a client to a therapist for issues and emotional healing work beyond my scope.

I am a certified coach through Denver’s Coach Training Alliance, and bring to the table experience as a private coach, group coach, and someone who has BEEN coached in all ways. I also have hundreds of hours of training and experience in marketing, workshop development, and public speaking/facilitation. In addition to my own coaching practice and workshop/training business, I have worked as a coach for Landmark Education and has participated in the work of Landmark, Tony Robbins, T. Harv Ecker (Peak Potentials)Barbara DeAngelis. I am also a “best-seller publishing coach” through the Snow Group, partnering with best-selling author and speaker Patrick Snow to help entrepreneurs become best-selling authors.

All coaching sessions are conducted on the phone.

Contact me at katephillips@ymail.com or 206-601-0321 to schedule a 20-minute no-fee consultation to determine if I might be the right coach for you.

I also offer intensive Treasure M.A.P. Evaluation sessions, in which we examine your financial and emotional picture, clarify your goals, determine your “next steps,” and identify the resources and practices needed to move you faster towards your dreams.  My coaching is also individually tailored to your needs and often highly intuitive, so you will no doubt come away with “aha’s” that traditional coaching and goal setting cannot access.  The session is preceded by a questionnaire designed to make our time together more valuable, and followed by a brief phone or email check-in.  The cost for this session is $295, and you are guaranteed to gain value from this session whether or not you choose to continue to work with me.

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