Interview
with Georgianne Williams
Please take a
moment to read this before hiring Georgianne.
How long have you
been doing what you do and how did you get to be a Financial Coach?
To answer this
question, it's probably best that I share with you a defining moment
and resulting "compelling story" that brought me to where I am today,
coaching women like you on exactly
what to do to live the life of your dreams.
That defining moment in my life happened in
2004. I was working in Salt Lake City – searching for something else in
my career – I attended an introductory meeting for a company searching
for independent financial advisors – the excitement of the opportunity,
the ability to help people with their financial life, the flexibility
and the thought of having my own dream life “called”
me….. I
have always been a customer service person who loves helping and
inspiring people; my family, friends, employees, colleagues, and
clients – anyone I came in contact with. And this opportunity
felt so right and so empowering! I jumped at the chance!
So
I left the corporate world - ready to help women change their lives!! Created my “Women,
Wine & Wealth” seminars – knowing there were so many
women who would benefit from my story, my knowledge and understanding
of the financial world. Also confirming their belief that they can achieve anything – in their financial
life as well as outside the financial realm.
Women
are, quite often, not involved in financial avenues – either in their
own financial life or in the financial industry as a whole – I wanted
to help them understand finances in a purposeful way and take control
of their finances so they could live the life
of their dreams. Women have unique financial needs; and they
have similar ways of thinking, doing, and of processing information.
Together we support and empower
each other – I have lived through quite a bit of what life offers and
am able to relate that experience into financial concepts.
After
leaving the corporate world to fulfill
my dream of helping women with their finances – my OWN finances
suffered……. For months I lived on credit cards, trying to find clients
– first in Salt Lake City,
then I moved to Las Vegas to
find a greater number of clients. After a couple of months the clients
started trickling in. Woohoo!
Then
LIFE hit me - I reconnected
with my high school sweetheart, long story short - found bliss and
decided to move to Santa Cruz….
Once here, I put my “dream” aside
for a time, as I was now part of a bigger family –and responsible for
contributing to a family of 6, instead of a family of 1 – so I went
back to Corporate America and committed
myself to following my own advice; created a spending plan, cut up the
credit cards (and paid them off), started my emergency fund, increased
my own financial education – reading books, articles, website, news,
etc…. Soon I was debt free, had
greatly increased the amount in my savings accounts, deepened
my knowledge and financial education – I was close to living
the life of my dreams. So Close…. However, my compelling
drive to share my knowledge was not being met – so I restarted my
women’s financial education/coaching business.
Who are your
clients exactly?
I work with women
just like you, in corporate America,
in private practice, entrepreneurs and professionals who are really
good at what they do; however, are searching for guidance,
knowledge and support in how to set them up financially to live the
life of their dreams.
- Women
who know they are smart and talented,
and yet they are not experiencing the financial results they know they
are capable of
- Women who would
like to improve their habits around money,
and get to the root of those habits, such as emotional spending,
procrastination, or under-earning
- Women who
experience stress, anxiety and shame around money who would like to
approach it in a healthy way
- Women who are not
content to retire on meager, unreliable social security at 65 (as if
one could). They are committed to creating
“more” in their lives
- Women who want
more fulfillment and meaning out of
life. They have missions to fulfill and they want money to be a help,
and not a hindrance in that process
- Women who want to
explore their relationship with money in a safe, supportive environment
with other like-minded women
Over
the years I've simply become an expert at this financial stuff and
that's why my clients, groups and customers get great results (and I
throw in a healthy dose of compassion, humor and encouragement,
which ALWAYS helps!).
What type of
personality do you work best with and what is expected of me?
The From Here To Wealth workshops, products
and programs were created for people who are absolutely
excited and deadly serious about living the financial life of their
dreams and ending what I call "the 1:00 a.m. sweats", meaning; not
waking up in the middle of the night anymore saying, "how will I ever
pay my bills? What is going to happen to me? Will I ever get to
retire?" They were created for you to put behaviors and processes in
place within a few months (sometimes weeks!), which will eventually
lead you to getting all the answers you need
and starting you down the right path to your dream life.
Being a
compasionate "been there - done that" person myself, I'm known to work
best with other compasionate, women who are searching for more
knowledge, more confidence and guidance in how to achieve financial
security for life.
Consider what
you'll do with me to be an action learning course. You will be expected
to take serious and consistent
action. No excuses anymore, just a very different way of thinking
and full support while you achieve this incredibly exciting goal;
having financial securityfor life.
For what type of
personality is this program NOT going to work?
The type of
person I won't work with (without exception) is the whiner or the
chronic skeptic, as well as individuals who consistently make excuses
for not getting their assignments done or challenging every aspect of
the program. If you are one of these people, I gently and respectfully
ask that you not call and I hope you understand why. We'll probably
just not work well together and I wouldn't want you to waste your time
or money. Is that fair?
What exactly is
the From Here To Wealth System™ and what does it include?
The From Here To Wealth System includes “8
Steps to Financial Security for Life", achieved through Knowledge,
Empowerment and Purposeful Action”. Building
financial security in your life can be achieved in a
relatively short amount of time if the appropriate steps are followed. Understanding where you are today and
where you want to go is the first step and is often overlooked in the
“busyness” of our lives. Then, it means taking serious action on it.
Here's what the System gets you to do:
1. Assessing
Financial Health
An assessment of
your financial health involves four essential elements. First, you need
to determine where you stand financially. Second, organizing your
financial records and statements is critical prior to embarking on n
investment plan. Third, determining your cash flow will show how and
where you spend your money. And fourth, calculating your net worth will
provide you with a complete financial picture and help you make smart
financial decisions in the future.
2. Setting
Financial Goals
If you don’t know
where you’re going, you’re probably never going to get there. That’s
why it’s important to establish financial goals before you start to
think about saving and investing your money. Goal setting doesn’t have
to be complicated or time consuming. This section helps you identify
and achieve both your short and long-term goals.
3. Putting Your
Money to Work
Now that you’ve
determined your cash flow and net worth and have a good idea of your
financial goals, it’s time to start saving. This section will show you
how easy it is to save and reach your financial goals with only a few
dollars a day. The power of compounding and tax-deferred growth can
make your money grow faster than you think!
4. Understanding
the Different Asset Classes
Once you’ve
established your financial goals and investment time horizon, it’s time
to select the actual securities you plan on buying. And it is important
for individual investors to understand how the different asset classes
– stocks, bonds, mutual funds, and cash – earn money in order to make
informed investing decisions.
5. Determining
Your Risk Profile
Fear of losing
money is the most common reason people are reluctant to start
investing. But there’s more to investment risk than meets the eye. Sure
you can lose money in the stock and bond markets. Then again, you can
lose your shirt to taxes and inflation. This section is designed to put
the concept of risk in the proper perspective and introduce strategies
that the pros use to help protect investments from losing money.
6. Protect Your
Family and Loved Ones
Can a good stock
portfolio comfort you when your heart is broken? No. But a life rich
with people you love can. That is why, in building your financial
structure, you must begin with the people you care about. Wills and
Trusts are essential for you to know about to be responsible to
yourself and those you love.
7. Developing a
Plan
This system has
taken you through how to determine your cash flow and net worth, the
importance of setting financial goals, the power of saving a few
dollars a day, the different asset classes, how to determine your risk
profile and how to protect your family. How you get to put it all
together to create your own financial plan and follow five steps
immediately to move you closer to the financial life of your dreams.
8. BONUS!!
Recognizing True Wealth
Now it is time to
answer the question: What is true wealth, true financial freedom, the
life of your dreams? This question is the real bottom line of life and
each one of us must address it, regardless of the bottom line that
shows up each month on our bank statements.
The financial life of your dreams lies in defining
ourselves by who and what we are, not by what we do or do not have.
These are the
steps of the From Here To Wealth
System™ that I've created after working with women to help them achieve
Financial Security for Life.
In addition to
these 8 categories, you will learn numerous things to understand more
why you believe the way you do about money, how to adapt to today's
economic challenges, manage your
finances more easily, to make your money work for YOU and determine
realistic steps for consistent action and results.
Does this really
work?
Yes! The result
of our work is an approach to empowering
and providing knowledge so that, over time and with your dedication,
you work consistently and purposefully to move
you towards your financial security for life. (See Client
Testimonials)
What results can
I expect?
You can expect to:
- Understand your
relationship with money
- Take control of
where you stand financially TODAY
- Reduce your debt
and increase your savings
- Start saving
immediately – with only a few dollars a day
- Know where you
spend your money – be able to adapt your spending plan
- Set your
S.M.A.R.T. goals – both short term and long term
- Stay accountable
to these goals and achieve them
- Believe your
inner knowledge and attitude will help create the life of your dreams
How quickly can I
expect results?
Obviously, this
depends on how long you’ve been involved and the level of intensity in
your financial life and how much you put into the assignments that we
give you. That said, virtually all clients see results within the first
couple of months in the form of new thoughts, new behaviors or new
goals so the life you lead today will evolve into the financial life of
your dreams.
How can I
guarantee myself that I will achieve financial security
for life?
Do all of your
assignments and fieldwork. Be totally focused on your From
Here To Wealth program (although it will feel like it when
you see the results). Understand that it's not a "quick fix," it's not
magic and it can take several months and up to a year for you to plant
all the seeds and for those seeds to grow into the fruit that you can
enjoy. All my clients who have diligently applied every step of The From Here To Wealth™ have successfully
taken command of their finances, in much less time than they would have
on their own AND have increased their net worth.
Will I recover
the investment I put into this coaching program?
Yes, a resounding
Yes! Many clients are excited to report that they were able to cover
their investment often very quickly with the positive
changes in their financial behaviors and life. What you're regularly
getting with this coaching program is what I call a series of PINGs or AHAs! that will help
you attract and create wealth faster than you would on your own. Expect
to get a lot of these as well as the resources you've been looking for
and haven't found until now. That's what you're investing in, results, more knowledge, empowerment and
action – with the ultimate goal of living the financial life of your
dreams.
Georgianne, based
on everything I’ve read and heard about you, I know you’re the one I
want to learn from. What are my options for getting started with you?
Congratulations
on making a decision for success!
I’m happy to work with you to achieve your financial goals…
To get started
with taking control of your finances, reducing your debt and increasing
your savings, and believing in our own inner knowledge, confidence,
empowerment and purposeful action, here are the different programs I’ve
created for you:
1) We highly
recommend that you start with the
From Here To Wealth Individual Coaching Program™.
Together we go through the 7 steps (PLUS the Bonus step), customized
for you and tailored to your current situation. We will achieve clarity
on your understanding of your financial life, your actual detailed
position today, determine where you can decrease debt, increase your
savings, identify actual S.M.A.R.T. goals, and create a compelling
financial plan, including realistic steps for consistent action and
results. This is a Must-Have and will show you step-by-step exactly
what to start doing—and stop doing—in your financial life, in order to
have more abundance, joy, and true wealth – in other words, enjoying
financial security for life.
a) 4
Month Program / 2 – 1 hour session each month. Working
together we will work through each of the 7 steps (plus the Bonus step)
during our bi-weekly sessions, either by telephone or face-to-face
coaching. During
this time you will experience a shift in your perspective, your
behaviors and your attitude about money, and ultimately your financial
life. Your confidence will increase, you will manage your time and
priorities, feeling empowered and successful you will create compelling
goals that will keep you open and receptive to what is coming your way!
The goals you have set for yourself will make more sense, become more
ingrained in your life and your financially secure life will “bloom”
into fruition. You will absolutely feel the difference!
b) 3
Month Program / 2 – 1 hour session each month. We will work
through steps 1-3 and 6-7 (plus the Bonus step) focusing on where you
are today in regards to your spending plan, your monthly expenses,
total liabilities and assets, net worth, setting financial goals,
protecting your family and recognizing the TRUE VALUE you have in your
life.
c) 3
Month Program / 1 – 1 hour session each month. In
this introduction of financial basic steps we will work through steps
1-3 only to analyze your financial health including your net worth,
help you create a spending plan, control debts and excess expenses, and
develop short-term and long-term financial goals. This will build the
foundation and early beginnings of your financial journey; support your
vision of knowledge, empowerment, and purposeful action so your secure
life starts to emerge.
d) Annual
Maintenance Coaching Program / 1 – 1 hour session each month. Once you have
successfully completed all of the 7 steps and are ready for focused
one-on-one coaching surrounding any of the steps and your exact
situation – sign up for this program. It is designed to continually
coach you and support you during the time of making financial decisions.
e) Quarterly
Maintenance Coaching Program / 1- 1 hour session each quarter. For those who
enjoy their increasing wealth of knowledge and empowerment and want an
on-going support structure on a less-frequent basis. You have
identified where you are today and know where you are going and have a
positive understanding of the financial life of your dreams – and are
searching for periodic support, guidance and affirmation.
i) With your
purchase of any of the From Here To Wealth
Individual Coaching Program™, you receive 1 free month of membership in the
popular Inner
Circle.
A private, members-only
resource for those serious about answering their questions about the 8
Financial Steps, other financial questions and upgrading their mindset
– to stop taking teeny tiny incremental steps and instead take quantum
leaps in creating the financial life of your dreams.
2) Inner Circle
Membership.
A private, members-only resource which includes 1
Special Topic call with me each month, unlimited email access to me,
open call-in laser coaching days with me, audios, transcripts, and CD’s
delivered to your door. After the first trial month, members continue
to automatically receive coaching from me at a low monthly fee, unless
you tell us otherwise. This program pays off BIG, especially at such an
affordable rate. Click
here for more Membership Information
OK, I know which program I want. How do we get started?
Great! Did you
know that one of the most prominent characteristics of successful
people is that they take action?
They take educated risks, are decisive, take action, and they move
forward towards success faster as a direct result of this. It's a
well-known fact these people make decisions based on their gut
instinct. So, that being said, since this feels
right for you, then go for it.
Here's what you
do: just click on the info page links above or if you have a question,
give me a call at 1-831-524-3793 or email at Georgianne@FromHereToWealth.biz
and I’ll be happy to answer any questions you have. I can’t wait to
meet you in person or on the phone to get you started on your path to a
life of abundance, joy, and true wealth
– of all kinds!
If I'm not sure
I'm ready to get started, how can I sample your work at low cost to see
if it's the right solutions for me?
A way to sample The From Here To Wealth System™ is by
subscribing to the weekly ezine. "The From
Here To Wealth" ezine provides you with proven tips, the
latest tools and powerful techniques from our 8 Steps to Achieving
Financial Security for Life Coaching Programs. It is a must for anyone
who wants to live the life of financial security and achieve their
dreams by increasing their knowledge, empowerment, and is ready to take
action on a consistent basis. Subscribe
here.
OK, I'm ready to
do this for myself, but I have a couple of additional questions. Can I
call you?
Good, sounds like
you're ready to be pulled into your future! Yes, if you have a couple
of questions, just email me at Georgianne@FromHereToWealth.biz
or call me directly at 831-524-3793 and I'll be happy to walk you
through the different options to see which one will be the very best
for you. I can't wait to see you succeed in your quest for living the
financial life of your dreams and am honored to be the one to help you.
Let's make it happen!
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