Shifting Your Mindset for Financial Agility
Shifting Your Mindset for Financial Agility
What you’ll learn
Skills you’ll gain
You have or will likely experience financial strain in your lifetime. Fortunately, these tense situations can be used as fuel for personal growth and to learn new ways to approach your finances. In this course, seasoned Financial Coach Leah Davis teaches you to shift your mindset when overcoming a financial setback to one that gives you grace while you uncover where things went wrong. Leah begins by helping you acknowledge what happened and how to assess what your role may have been. Next, she walks you through relevant and necessary steps to release self-judgment and turn it into an opportunity to build new, active habits. Lastly, Leah provides her insight on how to create a reliable team of individuals and financial professionals to support your efforts. After completing this course, you should have a solid grip on controlling and improving your reaction to financial stressors.
Syllabus
Download syllabus-
1
Reveal the truth You can take your power back when you clearly articulate your financial setback from a place of awareness and without shame. 2m
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Acknowledge your part Determining how you have played a role with your pain is how you can discover your highest potential and begin again. 4m
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3
Accepting the truth The faster you can accept your setback the easier it is to stabilize and rebuild. 4m
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A small detour You are exactly where you are meant to be at this moment right now. 1m
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2
Forgiveness is freedom Forgiving yourself for your financial errors is an act of self-compassion. 1m
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3
Surrender the outcome Surrendering the outcome is a courageous act of faith. 2m
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Be intentional Knowing how you want to experience life every day is the compass for your future. 3m
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2
Changing behavior Small incremental shifts with your behavior will lead to desirable results. 2m
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3
Your action plan Creating a deadline for completing the tasks necessary to rebuild is easier when it is broken into bite sized pieces. 3m
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Connection is key Having an accountability partner will ensure a higher probability of success. 3m
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Community benefits Connecting with like-minded people is an added layer of support to help you stay motivated. 2m
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3
Financial coaching Most Financial Advisors and Certified Financial Planners fall short in supporting clients with conversations about their money stories or behaviors around money. 3m
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Moving forward Thanks for watching this course! You are making it clear you have every intention to accomplish your desired outcome with your finances. 1m
Certificate
Certificate of Completion
Awarded upon successful completion of the course.
Instructor
Leah Davis
Leah Davis is a dedicated wealth and wellness coach for Black, Indigenous, Women of Color. She has a deep commitment and profound awareness of how to support her clients as they achieve economic stability and navigate their unique challenges of building wealth. Leah was a seasoned financial advisor before beginning her career as a wealth and wellness coach. She enjoys preparing her clients as they maneuver the intricacies of managing their financial lives, all while fostering a foundation of generational wealth. She is a certified domestic violence advocate and brings a healing-informed approach to her work while providing a safe space for women to feel seen and heard as she guides them towards economic empowerment.
Leah Davis
Wealth and Wellness Coach at Leah Davis Coaching
Accreditations
Link to awards
How GoSkills helped Chris
I got the promotion largely because of the skills I could develop, thanks to the GoSkills courses I took. I set aside at least 30 minutes daily to invest in myself and my professional growth. Seeing how much this has helped me become a more efficient employee is a big motivation.
