Meeting 1: Getting to Know Each Other (20 minutes)

The very first meeting is a friendly introduction. We’ll take some time to:

• Introduce ourselves and share a little about Zemaa Neguy’s mission and approach

• Learn about what motivated you to seek financial coaching

• Set expectations for how we will work together

• Answer any initial questions you might have

This is your time to get comfortable, and for us to understand your priorities and concerns.

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Meeting 2: Understanding Your Financial Situation (30 minutes)

Next, we dive a bit deeper. During this session, we will:

• Review your current financial status — income, expenses, debts, savings, and investments

• Discuss your short- and long-term financial goals

• Identify any challenges or opportunities you see in your finances

• Collect any documents or information needed for a full assessment

This helps us get a clear picture so we can tailor your plan precisely.

Meeting 3: Setting Up Your Financial Coaching Plan (30 minutes)

In the third meeting, we’ll bring everything together:

• Present a customized financial coaching plan focused on your goals and situation

• Outline key actions you can start taking immediately

• Discuss budgeting, debt management, savings, and investment strategies

• Set up a schedule for follow-ups and ongoing coaching

You’ll leave with clarity and confidence, ready to take control of your financial future.

What’s Next?

After these three meetings, you’ll have a solid foundation and a clear path forward. From there, Zemaa Neguy is here to support you every step of the way — offering guidance, tools, and motivation to help you succeed.