My essential tools:
1. Scheduling software - ensures clients and prospects can find a time to meet that's convenient for them and doesn't conflict with anything I have scheduled.
2. My resource library, I call The Assistant Financial Coach - Once a client is onboarded, they have access to my 15-Minute Spending Plan along with over 80 video and exercise modules to enhance and augment the discussions we have during our sessions.
3. Zoom - I do all my coaching sessions virtually. This is more efficient for both me and my clients, not having to travel to a meeting. Also, it gives an added level of privacy to our discussions.