What is the climb

 

This financial coaching intensive combines a scientific temperament tool, Personality Dimensions® with sound wealth management education.

This has proven to be a sound approach because you are doing more than working on your financial portfolio. 

You’re working on yourself, and designing a portfolio that becomes the best mirror image of who you are with your money.

***This program can be completed in as little as one full day, three days or spread over a longer period of time depending on your need. Please email pf@papillonfinancial.com for specific program customizations. 

 
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PEAK IS WHERE EDUCATION MEETS ACTION!

LET'S CLIMB 

WEEK 1

Money Mindset

(LIVE)

Money Mindset Workshop w/Financial Goal Setting (In person)

Money Mindset Evaluation

WEEK 2

Gearing Up

(LIVE OR VIRTUAL)

Create Your Financial Plan

Financial Basics Virtual Session

Individual Budgeting Sessions Begin

WEEK 3

Staying the Course

 (LIVE OR VIRTUAL)

Group “In Cut” Call

Goal Setting Virtual Session

Individual Budgeting Session

 

 

WEEK 4

The Climb

(LIVE or VIRTUAL)

Financial Planning Virtual Session

Individual Investment Strategy Meetings Begin

 

WEEK 5

The PEAK

(LIVE OR VIRTUAL)

Investment Virtual Session

Investment Strategy Meetings Continued

 

WEEK 6

Scaling Down

(LIVE)

Closing Club Graduation & Rock Climb Celebration

 

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Climb As A Couple

We encourage couples to take the climb together so that you can begin or continue to grow financially. It is important to have a conversation about money and make it a regular household topic. It is a great way to better understand each others money history to work towards getting rid of bad money habits. This climb will give you both the opportunity to develop a consistent and effective money game plan you both can follow.

Become a financially fit couple and find new ways to create wealth together!


Climb At Work

We're partnering with other organizations for specialized group climbs for you to take advantage of . The best part about our program is that is can be structured to fit any many parameters.  

Our participants should be doing more than just sitting while learning the world of finance and investing!

We are about action based learning, and want our participants to feeling knowledgeable, prepared, empowered, and most importantly financially fit! 


Climb with friends

There is nothing better than having accountability partners!

Get a group of friends together so that you all can challenge, motivate, and encourage each other to be financially smart. We want to ensure that while your learning you're immediately taking action and who better to do that with those that know you best.