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About Shaun Walbridge
Empowering Individuals for Financial Success
Shaun Walbridge, Owner of Trinity Coaching & Consulting, has over two decades of experience in healthcare, spanning both clinical/hospital settings and corporate environments. With a unique perspective shaped by this diverse background, Shaun possesses the heart of a coach and the discipline of a business owner. This balance allows him to effectively guide clients toward achieving their personal and financial dreams through one-on-one coaching services. At Trinity Coaching & Consulting, Shaun's mission is to empower individuals to take control of their financial futures while providing the support and guidance needed to navigate the complexities of personal finance.
Put on the full armor of God, so that you can take your stand against the devil’s schemes.
Ephesians 6:11
Approach
Assessing Current Financial Coaching
- Reviewing income, expenses, assets, and liabilities to understand the client's financial standing.
- Analyzing spending patterns and financial behaviors.
Setting Financial Goals
- Collaborating with the client to establish short-term and long-term financial objectives.
- Defining clear, achievable, and measurable financial milestones.
Creating a Personalized Financial Plan
Creating a Personalized Financial Plan
- Developing a customized plan tailored to the client's goals and financial situation.
- Incorporating strategies for budgeting, saving, investing, and debt management.
Financial Education and Empowerment
Creating a Personalized Financial Plan
- Providing education on fundamental financial concepts and empowering clients with knowledge for informed decision-making.
- Offering resources and tools to enhance financial literacy and money management skills.
Behavioral Coaching and Accountability
- Addressing mindset and behavior patterns related to money management.
- Implementing accountability measures to support the client in sticking to the financial plan.
Ongoing Support and Adjustment
- Continuously monitoring progress and making necessary adjustments to the financial plan.
- Offering ongoing support, motivation, and guidance to ensure sustained financial success.