We primarily work with individuals, couples, and households that are either (1) working as a personal trainer or movement professional and / or (2) have a passion for movement, health, & fitness.
We’ve found that our ideal clients (noted above) take a holistic approach to movement, nutrition, well-being, and more. Most importantly, all of these individuals understand the value in creating a plan for their clients (or themselves), no matter what the goal.
Finally, just like finances and money, there is typically a deep, emotional hurdle that clients must overcome in order to accomplish their health (physical & mental) goals. It takes a personal trainer or movement professional that asks deep questions, is an empathetic listener, and goes beyond the norm to help their clients overcome such obstacles to achieve their goals.
Our financial coaching & life planning engagement for personal trainers & other movement, health, and fitness professionals takes the same holistic, deep, and empathetic approach when we work with our clients.
We help guide our clients towards living their best life. We do that through helping them understand their values, align their actions, and achieve inspiring goals.
The way that we go about this is through the intentional work of financial coaching & life planning.
We currently have multiple offerings on how we work with clients. From ongoing, one-time, project-based, or DIY course engagements, we want to meet you where you are at.
Whichever route a client takes in how they engage with us, there will always be some elements of the following:
As a personal trainer, movement professional, or entrepreneur that is passionate about movement, health, & fitness, it is likely the case that you would much rather not spend all of your time on personal finances, bookkeeping for your business, figuring out how to save money on taxes, where to invest your money, and all of the things that involve money.
Instead, you’d likely prefer spending more of your time working with your clients, growing your personal training business, going on more family trips, or having the freedom to workout exactly when you want to (and not neglect your own personal self-care).
By engaging in financial coaching & life planning, and working with a Registered Life Planner, you ultimately are partnering with a professional that acts as your “Personal CFO” and financial guide.
In addition, if you are successful, you’ve probably realized that you need someone to help you better align your values with how you are spending your resources (time, money, energy, & talents).
Financial coaching and life planning is the solution for you.
Life planning involves helping clients truly understand what is most important to them. The goal of life planning is to create a safe & intimate space for the client to be listened to in an empathetic way. Life planning focuses on empowering & guiding clients (as opposed to solving their problems for them).
Life coaching helps clients clarify goals and identify potential roadblocks in order to achieve the results that they want. In many cases, life coaches primarily serve to inspire and motivate their clients.
Financial coaching focuses on primarily providing financial education and helping you build good habits with your money. Financial coaches serve as a guide in helping their clients align their values with their money.
Financial planning covers a much broader spectrum of “financial topics” and traditionally leans heavy into giving specific investment advice, managing assets, etc.
We’ve found that most financial professionals in the financial services tend to seek clients that are near or in retirement and have already accumulated wealth. This ultimately puts other groups of worthy individuals lacking the ability to receive solid financial guidance.
Our current available offerings include the following:
Becoming a Registered Life Planner (RLP®) takes over 100 hours of training & mentorship through the Kinder Institute of Life Planning. An RLP® is considered a Life Planning expert and has mastered the human side of financial planning.
According to The Kinder Institute, life planning connects the dots between a person’s financial realities and the life someone wants to live. The program aims to give life planners the skills to understand a client’s deepest goals through a mindfulness-based process of structured and non-judgmental inquiry.
To learn more about the RLP® designation, WealthTender provides a longer, informational article titled, “What is a Registered Life Planner (RLP®)?”
Yes – absolutely! MVMT Life Planning is based out of North County San Diego, CA but is able to work with clients all across the world. As a virtual-first financial coaching & life planning firm, our clients primarily meet with us via video meetings (Google Meet, Zoom, etc.).
We are big on grabbing coffee, going on a run, and hiking the trails with clients as informal meetings. So for any local clients or clients visiting in town, we prefer to meet in those ways when it makes sense.
No! This meeting serves as a time to get to know one another and help you make an educated and informed decision about working with our firm. To learn more, check out our process.
Yes – absolutely! Our approach highly resonates with those individuals, couples, or households that deeply value movement, health, & fitness. To value those things, you do not have to be a personal trainer or movement professional. However, if you truly value those things, the “traditional” professionals out there may not understand what you really want out of life.
To learn more, check out our case study on “Professionals or Entrepreneurs That Deeply Value Movement, Health, & Fitness”.
Life Planning is core to the work that we do. We strongly believe that Life Planning (when combined with Financial Coaching) has the ability to help our clients confidently step into their fulfilled life with energy & passion.
MVMT is short for Movement and that is one of our personal values. In addition, we strongly believe that movement is key to life. Our “tribe” and the people that we truly resonate with happen to be (1) personal trainers, (2) other movement, health, & fitness professionals, or (3) people that deeply value movement, health, & fitness.
We built MVMT Life Planning to serve this deserving group of professionals that the “traditional” financial services industry was not, and in a way that better aligns with their preferences, needs, & desires.