What to Expect from Financial Coaching: Inside the Lionhood Process
What to Expect from Financial Coaching: Inside the Lionhood Process
Why Financial Coaching Matters
If you’ve ever felt like your money just disappears, you’re not alone. Most people don’t need more income — they need a better plan. That’s where financial coaching comes in.
A financial coach helps you take control of your money, understand where it’s going, and design a plan that turns income into long-term growth.
At Lionhood Financial Coaching, we help clients across Tulsa — and nationwide — get out of debt, build savings, and finally gain financial peace.
Step 1: The First Session — Clarity and Goal Setting
Your first session is about establishing a clear financial picture and defining what success looks like for you.
We identify:
Your current financial position
Pain points and problem areas
Short- and long-term financial goals
Whether you want to become debt-free, purchase a home, or grow your business, we begin by aligning your vision with a realistic plan.
💬 “You can’t fix what you can’t see. The first step to change is understanding your full financial story.”
Step 2: The Financial Blueprint — Building a Plan That Works
Once your goals are defined, your coach develops your Financial Freedom Blueprint — a personalized plan tailored to your lifestyle and income.
Your Blueprint includes:
A realistic budget strategy that fits your daily life
A debt reduction plan using the snowball or avalanche method
A savings roadmap for emergencies, investments, and goals
Cash flow insights using QuickBooks Online, Google Sheets, or other tracking tools
This is where we connect intention with structure — transforming goals into a step-by-step roadmap.
Step 3: Implementation — Taking Action with Confidence
Once the plan is in place, we move into implementation. Together, we’ll:
Automate your budget and savings systems
Create or adjust a debt repayment strategy
Build routines that support your goals
Establish measurable Key Performance Indicators (KPIs) to track progress
Example KPIs:
Save 15% of income monthly
Reduce total debt by 10% in the first 90 days
Increase credit score by 50 points in six months
Your coach provides the structure, strategy, and accountability to make it happen.
Step 4: Progress Reviews and Accountability
Accountability is the secret ingredient in financial success. Through regular follow-up sessions, we’ll:
Review your spending reports and financial metrics
Adjust the plan based on your results and life changes
Celebrate wins and address challenges head-on
We believe growth happens through consistent reflection and guided course correction — not pressure or judgment.
💬 “Financial coaching isn’t about perfection. It’s about discipline, direction, and progress.”
Step 5: Long-Term Growth and Wealth Building
Once your finances are stable and your systems are working, we shift the focus toward wealth creation.
That includes:
Investment readiness and strategy planning
Business cash flow and growth coaching
Credit building and tax optimization
Legacy and generational wealth development
Our goal is to help you build a life of ownership, stability, and purpose — one decision at a time.
What Clients Are Saying
“Lionhood helped me take control of my finances and shift my entire mindset. Now, I’m debt-free and saving more than I ever imagined.”
— Tulsa Client, 2025
“It’s not just about numbers — it’s about purpose, priorities, and progress. This coaching changed everything for me.”
— Business Owner, Oklahoma
Why Choose Lionhood Financial Coaching
Lionhood Financial Coaching isn’t about quick fixes — it’s about financial transformation.
Here’s what sets us apart:
Faith-Based Principles: Every plan is grounded in stewardship, integrity, and biblical wisdom.
Real Expertise: Over 30 years of combined experience in finance, banking, and coaching.
Proven Process: Clear structure, measurable progress, and ongoing accountability.
You don’t just get advice — you get a structured coaching system built for your success.
Begin Your Coaching Journey with Purpose
If you’re ready to gain control of your finances and start building wealth with intention, schedule your first coaching session today.