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Viewing 9 posts - 1 through 9 (of 9 total)
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  • Amanda Faith
    Participant
    Post count: 3

    Hello All,

    I am scheduled to take my exam for CPFC next week!! In the midst of studying, I have actively been working on my business fundamentals and processes. I find with COVID and just being home ALL THE TIME, I am lacking motivation some days.

    I am looking for people in a similar spot (doesn’t need to be exact), where we could meet via ZOOM once a week as an accountability group. I was thinking something where we pick a topic each week (like set up accounting / banking) and then the next week we all report back what we accomplished.

    Let me know if you are interested! We can pick a day / time that works for everyone.

    Amanda

    Christopher Flores
    Participant
    Post count: 9

    Hello Amanda,

    Best of luck with your exam! It is great you are for focusing on the business fundamentals and processes at this early stage. I neglected many of those aspects myself because I was so focused on completing the course. After graduating I found myself revisiting that material, which dampened my momentum somewhat as I launched my practice.

    This accountability group is a fantastic idea and thank you for putting it on the table. I go through my own ebbs and flows of motivation and would totally enjoy and benefit from accountability partners. Wednesdays during the day and weeknights after 5 pm work for me. I live in the SF Bay Area so am on PST.

    Looking forward to working with you and other financial coaches/consultants!

    All the best,
    Chris

    Amanda Faith
    Participant
    Post count: 3

    It might be you and I to start, Chris! I am available tomorrow afternoon. Send me an email at amanda@crestonefinancial.life and I’ll set up a microsoft teams meeting for us. Thanks! Amanda

    Patrick Schmitt
    Participant
    Post count: 3

    Hello all!

    I’m finishing up Unit 10 and shooting for a course completion of mid June, to launch my business in July.
    The more info and ideas we can share about getting started the better!

    Patrick

    Allison Ford
    Participant
    Post count: 1

    I am interested. I am having a similar experience. I must complete the work to start my business which is not the part I truly enjoy. Please include me if you decide to move forward.

    Angel Egbuna
    Participant
    Post count: 1

    Hi Everyone,
    I hope I am not too late to the party. Will love to be part of the accountability group. My email is angelegbuna@gmail.com

    Amanda Faith
    Participant
    Post count: 3

    Alison and Patrick,

    Send me an email to amanda@crestonefinancial.life.

    With Angel, Christopher and myself, that give us a group of 5!
    Do wednesdays – midday work for everyone? I am mountain standard time.

    Thanks,
    Amanda

    Beza Asrat
    Participant
    Post count: 1

    Hi Everyone,

    If it is not late i would love to join. My email is Financialwisdomcoach@gmail.com

    Thanks
    Beza

    Christopher Flores
    Participant
    Post count: 9

    Allison and Patrick – Make sure to send an email to Amanda at amanda@crestonefinancial.life when you get a chance. We are looking to meet mid-day on Wednesdays starting this week. Hope to see you there!

    Beza – I included you on our email group.

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