Jack O. Stephens II, CRFA, CSA
Certified Retirement Financial Advisor TM, Certified Senior Advisor TM

FINANCIAL SERVICES & PERSONAL COACHING


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Getting Started

 

If you would like to discuss the possibility of establishing a coaching relationship, I invite you to contact me and set up a free "get acquainted" session. Just drop me an email and we'll set up a time to talk. Sound simple? It is.

In the beginning...After our initial free phone consultation and we decide to work together, you will receive a package, which includes self-assessment worksheets, Coach Call Pre Forms and other tools   to help you get the most from our work together.

We will talk by telephone three times per month. One of the first things we will do is define what your vision of "success" looks like (be prepared to drill deep). We'll chart a course that will move you toward your vision effectively and efficiently.  As obstacles appear - and they will - I will coach you through them.

Before each coaching session... you will fill out a Coach Call Prep Form highlighting the accomplishments and "breakdowns" of your week, topics you want to discuss and the area you want to make immediate progress.  It is the client's responsibility to set the agenda for the call. Remember - this is your life.

As your coach... I listen, evoke, challenge, collaborate and offer solutions.  Although I do all the above, a key role as your coach is to facilitate the process of you finding your own answers. I listen carefully to what you are saying (and not saying), and reflect back to you what I am hearing which enables us to discover your inner wisdom together. 

Areas of focus often include: 

  • Creating clarity and defining your direction
  • Organizing your life around what matters most to you
  • Transitioning from employee to self-employment
  • Identifying and resolving your self-limiting patterns
  • Harnessing your focus and energy
  • Discovering new life / business options
  • Making a name for yourself - attracting perfect clients
  • Taking appropriate actions

Bottom line... The entire focus is on you, your life, your work, your goals, your dreams, your aspirations, your challenges and obstacles, and your success. As your coach I will be your personal consultant, mentor, collaborator, accountability partner, and friend. We will talk, laugh, plan, and create new results and a new future. Sounds fun doesn't it? It is!

 

  5852 Royal Ridge Drive,  San Antonio, TX  78239   (210) 590-6878  Fax: (210) 590-6879

Copyright © 2007 Jack O. Stephens II

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Stephens Financial Group and Veritrust® Financial L.L.C. are unaffiliated entities.