Genuine Life Planning Services
The Path to Finding Your Most Meaningful Life
The Life Planning process is divided into four stages, with each stage having a specific and intentional purpose. This allows you to be thorough in your pursuit, paying special attention to your thoughts and where they point you. It encourages you to slow down and take stock of your memories, daydreams, possibly fears, and understand how they contribute to your most meaningful life before you visualize your future.
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Introductory Consultation
During your free consultation session, you will spend time discussing your current circumstances, including your lifestyle and community. You will also have the opportunity to talk about what has led you to where you are now and what it is that brings you in. While you will not discuss goals at your first session, you will be laying the groundwork for the pursuit of a more meaningful life.
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Exploration
Exploration is often the most exciting and engaging aspect for our clients. During this session, you will have space to let your mind wander freely and contemplate your hopes for the future. Rather than being guided in a specific direction, you will be encouraged to follow your train of thought as far as you would like, without being limited by potential financial, psychological or emotional barriers.
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Vision
At this point in your journey, you will work together with Maria to paint a picture of your future. Verbalizing your innermost desires and hearing them from another person will help to give clarity and concreteness to the life you want to pursue.
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Obstacles
Finally, you will spend time identifying obstacles and coming up with solutions to overcome those obstacles. These may be psychological, social, or financial, but the ultimate goal is to help you visualize the path toward your most meaningful life. This path may have hurdles to navigate, forks in the road, and additional challenges, but by anticipating these ahead of time, you can be prepared to encounter and overcome them.
Action Plan
At the end of your four sessions, you will walk away with a newfound plan for your future based on the desires you uncovered, the visualization you created, and the obstacles you identified. While there is no physical step-by-step plan—life is too complex for that—you will have a clearer picture of your most meaningful life and how to achieve it.
Pricing
Your initial consultation is completely free of charge. This allows you to see if Genuine Life Planning is the best fit for you and your goals, and gives you time to make sure you connect well with Maria. For information about our other services and extended services please contact our office.
Other Services
One-Time Personal Session
Rejuvenate, refresh and take your power back with self-care. Sometimes investing in yourself physically, emotionally, and spiritually is exactly what you need to replenish your spirit and instill self-confidence. Let this session share similarities to having a life/styling coach by going shopping, gift buying or coffee time, all the while, Maria will encourage and motivate you to help you feel your best. Changing your daily routine can go a long way. Call, schedule now or use our contact form to schedule your session.
Solo Sessions
Solo sessions are available for clients who have already completed the four-stage Life Planning process and would like to continue their sessions months following. You may find that you want to dig deeper into your visualization, or because life happens you may want to return months later to focus on entirely new goals in addition to the first ones you identified. For more information, please call 562-405-4033, schedule now or use our contact form.
Retirement Wellness Plan
In support of your life and financial dreams we give you the tools to help you understand your entire financial picture. We will walk you through:
Your financial trail
Your current financial footsteps
Your retirement goals
Knowledge is power, gain insight of where you stand, where you are headed, and decide if adjustments are needed for your lifestyle. Take control of your financial wellness and give it the most meaning.
Extended Services
Income Tax Services
Notary Services
powered by Maria’s Colleague
(mobile notary available)
Supporting You on Your Journey
Aspirations and financial goals are inevitably tied together, but when money becomes a core part of your self-exploration, it can hinder your ability to truly discover what fulfillment looks like in your life. At Genuine Life Planning, there does not have to be an internal financial coaching element, which can create bias within the facilitator-client relationship. Your life planning process can solely focus on your own wants and desires, whether that is tied to finances or not.
With a strong focus on empathy and compassion throughout the four Life Planning sessions, we cater to each client as an individual with unique goals. Maria is not an advisor, but rather a facilitator to help you realize your own vision for the future. She helps you recognize what is obstructing your vision and supports you as you clear the fog to better see what lies ahead.