The Financial Coach Academy® Podcast

135. The MeaningFirst Method™: Financial Goals You Want To Follow Through On


Listen Later

What if the way you're asking clients about their goals is actually making it harder for them to follow through?

Most coaches ask what their client wants to accomplish, get an answer like "I want to get out of debt" or "I want to save more," and then move straight into strategy. Goal identified, check. Time to build the plan.

But here's what's missing: connection. Not your connection to their goal, THEIR connection to it.

People don't take action because they have a goal. They take action when that goal feels meaningful. When they can picture what shifts on the other side of it. When they understand why it matters right now, in this season of their life.

In this episode, I'm walking you through the MeaningFirst Method™, a conversation framework that helps clients move from pressure-driven goals to goals rooted in personal truth and desire. This is the foundation that makes everything else easier: the follow-through, the consistency, the willingness to come back after a setback, the sense of ownership.

You'll hear exactly how to guide this conversation, what questions to ask, when to pause and let silence do the work, and how to help clients uncover what they actually care about, not just what they think they should want.

This isn't about adding more to your session checklist. It's about creating the clarity that makes every other conversation more effective. Because when meaning comes first, strategy has something real to build on.

Links & Resources:

  • Ultimate Growth Guide
  • Join the Facebook group
  • Meaning First Method Conversation Guide (one-page downloadable)
  • Client Creator Challenge (90-day program starting January 8th)


Key Takeaways:

  • Your job isn't just to ask about goals; it's to help clients connect to them. People follow through when goals feel meaningful, not simply when they've been stated out loud.
  • Sometimes the stated goal isn't the real thing that matters. It's the doorway to what actually drives them: more freedom, calm, choice, breathing room.
  • The client's goal is both the North Star and the map. It shows you where you're going and informs every choice you recommend along the way.
  • MeaningFirst helps clients shift from "I should fix this" to "I want to build a life that feels aligned." That's a fundamentally different, and far more sustainable, experience.
  • Let silence work for you. After asking what makes a goal important right now, pause. Give them space to think and feel their way to the real answer.
  • Connection comes before strategy, always. Only after meaning is clear do we start planning timelines, pacing, and tactics.
  • This framework sustains motivation when things get hard. When clients understand what they actually care about, they can reconnect to that meaning every time they want to quit.


...more
View all episodesView all episodes
Download on the App Store

The Financial Coach Academy® PodcastBy Kelsa Dickey

  • 5
  • 5
  • 5
  • 5
  • 5

5

101 ratings


More shows like The Financial Coach Academy® Podcast

View all
The Ramsey Show by Ramsey Network

The Ramsey Show

38,998 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,221 Listeners

The EntreLeadership Podcast by Ramsey Network

The EntreLeadership Podcast

4,399 Listeners

Get Your Hopes Up with Christy Wright by Christy Wright

Get Your Hopes Up with Christy Wright

2,194 Listeners

THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

THE ED MYLETT SHOW

13,993 Listeners

ChooseFI by ChooseFI

ChooseFI

5,143 Listeners

She's Equipt with Jennifer Allwood | The Christian Business Coach for Women by Jennifer Allwood: Christian Business Coach

She's Equipt with Jennifer Allwood | The Christian Business Coach for Women

1,904 Listeners

Front Row Seat with Ken Coleman by Ramsey Network

Front Row Seat with Ken Coleman

2,616 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,083 Listeners

The Rachel Cruze Show by Ramsey Network

The Rachel Cruze Show

3,753 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,413 Listeners

Money Rehab with Nicole Lapin by Money News Network

Money Rehab with Nicole Lapin

1,646 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,438 Listeners

Financial Coaching for Women: How To Budget, Manage Money, Pay Off Debt, Save Money, Paycheck Plans by Vanessa and Shana | Budget Besties | Bougie On A Budget | Dave Ramsey Fans

Financial Coaching for Women: How To Budget, Manage Money, Pay Off Debt, Save Money, Paycheck Plans

302 Listeners

The Financial Coaches Podcast by Maria Casillas and Cody Sizemore

The Financial Coaches Podcast

32 Listeners