Trident Financial Coaching LLC (@tri_fi_coaching) 's Twitter Profile
Trident Financial Coaching LLC

@tri_fi_coaching

Thom Hennelly, CPA, CFE, MAT | Click the link below to take a short questionnaire (3 minutes) to see if financial coaching is right for you! 👇

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linkhttps://tridentfinancialcoaching.com/is-financial-coaching-right-for-you-questionnaire/ calendar_today25-09-2014 18:20:26

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Money should be a tool, not a task. In this context, I'm talking about setting up autopay on all of your bills, but this also applies to saving/investing, your personal spending money, etc. Logging in to pay your bills manually feels like control; in reality, it's the opposite.

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So some exciting news... After helping people I personally know with their finances and then doing all the front-end work to get a small business up and running, I finally have my first client! This is a thanks to those of you who support me, even if loosely! Until next time!

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Our relationships with money and food are psychologically similar. Yo-Yo dieting is when a person's weight goes up and down because the diets and workout plans are too intense. Same with money. A hyper spender/saver can't change overnight. Make small changes over time instead

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For a lot of us, money makes us feel bad: guilt, shame, inferiority, stress—it depends on you and your situation. What if money had a positive connotation? What if talking and thinking about money made you feel hopeful, free, or generally good? Here are your next 3 steps:

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Issues 9, 10, and 11 of The Trident are live! The Trident is my self-published personal finance blog. Issues are about a page each and go into personal finance topics that don't fit as well in short-form video format. A new issue goes live on the first of every month!

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Have you thought of asking Chat GPT what to do with your money? Or even a Google/YouTube search? Here's why you haven't done that yet... Your money issues are emotionally driven, not a lack of knowledge or competency.

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Why does a money conversation feel like getting called to the principal's office? Well, when was the last time being called to the principal's office was a good thing? When was the last time a money conversation was a good thing? We need to change that dynamic yesterday.

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If you are thinking about when your next paycheck hits... We've got an issue. People who are struggling with money often think short-term because they actually have to "make it." On the other hand, people who are doing well with money think in terms of years and decades.

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My first sessions with clients, called a CFC, or Comprehensive Financial Condition Assessment, have been taking about 3 hours! We talk about the way they grew up with money, how they feel about it, what their interactions look like, etc. Then we get into the actual numbers.

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Making small progress always! Had my first client to leave a review for me on Upwork! Small business—pretty sick! upwork.com/ab/g/pub/wom/p…

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Money Motto: Get curious, then get answers. Money isn't only something you do or don't have: it's something you can learn. The mindset has to change before the money will. Trust me bro.

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The 3 Phases of Personal Finance: Phase 1: Money is Working Against Me. Money feels like a task or a limiting factor. It brings up feeling of anxiety, fear, hopelessness, you name it! What does it look like and how can we do something about it?

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Jaiden, a Trident client, was kind enough to send me a couple follow-up videos after our financial coaching session. Here's what his experience with financial coaching was!

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In general, the most important thing you can do with your money regardless of where you are financially is figure out what is important. This sounds dumb, but a lot of people (probably most people) go about their personal finances with no clear plan or objective.