Measure Of Success

Obviously we want this program to be successful. But ‘successful’ is subjective – different people interpret it differently. So we need some objective points that we can measure.

Please write down the points that will make you conclude that this program has been successful or brought you the desired results.

I have written some points below as an example. Bear in mind that you have to be realistic when writing the points. Growing your net worth by 10% after 12 months can be considered realistic. Growing your net worth by 200% after 12 months is perhaps expecting too much out of the program. Bear in mind that the points are just examples. It is YOUR life so please write your own measures.

The following has to happen for me to consider that this program has been successful.

  1. Increase my net worth by 10% at the end of the program.
  2. Increase my income by 10% after 12 months.
  3. Create a new passive income flow.
  4. Reduce my debts by 10%.
  5. Increase my knowledge so that I can make financial decisions on my own confidently.
  6. Read at least 12 books on money matters.

Click on the following link to download this form.

[button size=”large,small,mini” color=”blue” url=”http://www.innercircle.my/members/download/ic_measure_of_success.zip” ]ic_measure_of_success.zip[/button]

Basic Coaching Guidelines & Agreement

Welcome!

I have positive expectations for a coaching relationship that helps you to create the life that you want to live. To partner together professionally, I want you to be familiar with the following guidelines.

Terms of Coaching

I invite you to think coaching as a process. Many people create change for themselves in a short time; however, to refine and sustain the change takes several months. You have to give yourself a chance for the changes to take effect and positive results to appear. Remember that you are aiming for the stars and a whole new way of living; this takes time, effort, discipline and patience.

Investment

Your investment for this program is RM800 a month. As you have paid the initial investment of RM4,800 for the first six months, your credit card will be billed for RM800 on the 1st of every month starting on the seventh month for as long as you are in the program.

If you decide to withdraw from the program, please advise me in writing at least seven days beforehand. (Please take note that you can only withdraw from the program after the initial sixth month.) Once I receive the notice, I will stop billing you and there will be no more payment due from you. All the fees paid up that time is considered payment for the coaching service up that period. You may keep all the items given to you up to that time.

What you are paying for

In coaching, you are paying for information, expertise, advice, support, collaboration, strategies, continuous presence, energy, creativity, availability, and partnership – not necessarily just time and the number of coaching sessions.

 

Initial Fast Start Meeting – 90 minutes

Attached herewith are the dates that are available for you. Please choose one that is convenient and then call us at 03-7880 1051 to book that date. This meeting will be conducted at my office and done on a one-to-one basis.

Monthly Webinars – 60 minutes

I will advise you on the dates and time for the webinars via e-mail beforehand. You will be given a link to log-in to the webinar page where you can participate for the session. The audio recording of the webinar will be up on the Inner Circle website a few days after that so you can listen to it at your own convenience.

Monthly Tele-coaching – 20 minutes

I will advise you on the dates and time for the tele-coaching via e-mail beforehand. I will call you via Skype phone, mobile or normal telephone on the date and time that you have chosen. However, if you are based outside Malaysia , then it is you who have to do the calling on the date and time that you have chosen.

The monthly tele-coaching is done on a one-to-one basis.

3 Mastermind meetings

At a pre-arranged time every four months (usually in February, June and October), you will have a Mastermind meeting with me and other members of the Inner Circle program. This is when you can share your progress with the other members, listen to them and then we will all discuss both the problems and solutions. (As the Mastermind meetings are held three times a year, you will attend all three only if you complete 1 year of coaching.)

6 Months Review – 60 minutes

We will meet again at my office to review your financial situation after six months. This will be done on the 7th month and on a one-to-one basis.

FREE book

I will mail the free book to you on the 5th of every month.

Changes

If you need to reschedule any of our appointment, please give me at least 3 days notice by calling my office at 03-7880 1051. Unless there is an emergency, if you do not show up for an appointment, we will not make up that time. If I need to reschedule our appointment, I will give you at least 24 hours notice.

Please take note that the dates and times for the Mastermind meetings and webinars are fixed – you cannot change them.

Problems

If I ever say or do anything that upsets you or doesn’t feel right, please bring it to my attention so that we can resolve it as soon as possible. My objective is to have a coaching relationship that is fully open, honest, real, and trusting in our communication styles.

Confidentiality

The coach recognizes that certain information of a confidential manner may be relayed during regular or webinar sessions. The coach will not at any time, either directly or indirectly, use this information for the coach’s benefit or disclose said information to anyone else without specific client approval (excludes disclosure or illegal or unethical activities).

Nature of Relationship

The coach has a background and expertise in personal finance and business. The client has been made aware that the coaching relationship is in no way to be considered or construed as psychology counseling or any type of therapy. The client has also been made aware that coaching results cannot be guaranteed. The client agrees that he/she is entering into coaching with the understanding that they are responsible for their own results. The client also agrees to hold the coach free of all liability, loss or risk, personal or otherwise, and responsibility for any adverse situations created as a direct or indirect result of specific referral or advice given by the coach.

All decisions made by Azizi Ali and True Wealth Sdn. Bhd. are final and binding upon the parties herein.

Explanation On The Fast Start Documents

Explanation on the Fast Start Documents

 

Word Documents
NO
DOCUMENT
WHEN TO FILL UP
USES
1
Action Plan After a coaching session.
To list down the actions you are going to take after a coaching session.
2
Comparing Situations

Fill up this form before coming to the Fast Start Meeting.
Give yourself a score of between 0-10 (0 being the worst and 10 being the best) for each situation. You may want to add some comments to explain the score.

To compare your life situations. It will give you an idea of how you have evolved.
3
Risk Profile Assessment
Fill up this form before coming to the Fast Start Meeting.
Circle the number in front of the answer that indicates your response to each question.
This form is used to analyze your risk tolerance. Your coach will explain it further during the meeting.
4
Personal Information Fill up this form before coming to the Fast Start Meeting.
Logistic purposes.
5
Reflection Questions Fill up this form before coming to the Fast Start Meeting.
These are pondering questions designed to stimulate your self-discovery and to make work with your coach more productive.
6
What Am I Tolerating? Fill up this form before coming to the Fast Start Meeting.
To identify the things that is holding you back.
7
Coaching Fast Start Fill up this form before coming to the Fast Start Meeting.
To help your coach understand you better.
8
Financial Concerns Fill up this form before coming to the Fast Start Meeting.
To help your coach understand you better.
 .
  .
Excel Documents
NO
DOCUMENT
WHEN TO FILL UP
USES
1
Cashflow
Fill up this form before coming to the Fast Start Meeting.
Fill up this form at the beginning of each month and email it to me.
To plan and track your monthly income and expenses.
2
Net Worth
Fill up this form as accurately as you can before coming to the Fast Start Meeting.
You may need to check with the banks as to the exact amount of loans outstanding and also with the EPF.
Fill up this form at the beginning of each month and email it to me.
To check your current net worth.
3
Money Tracker
To track and code ALL your monthly expenses.
Click on the following link to download this form.

[button size=”large,small,mini” color=”blue” url=”http://www.innercircle.my/members/download/ic_explain.zip” ]ic_explain.zip[/button]

 

Welcome Packets

Welcome to the INNER CIRCLE COACHING Program

Read the information and follow the instructions.

Dear Client,

Welcome to the INNER CIRCLE COACHING Program. I want to commend you for making a commitment to move forward with coaching at this time in your life. I am delighted that you have chosen me as your coach – thank you!

This welcome packet includes the following forms. Please click on the above download link to download all the forms.

  • Personal Information
  • Reflection Questions
  • What am I Tolerating? Where am I Procrastinating?
  • Coaching Fast Start
  • Financial Concerns

Some of my clients have found that the reflection questions take some time, so you may want to spread out your reflection, doing a little each day over the period of several days. Bullets or phrases are a good way to respond. Take as much or as little space as you wish. By doing this work prior to our initial session, you will begin to focus on the current reality and on your future vision of yourself and your life.

I have a few requests to make:

  • Please fill out these forms and fax (03-7880 8051) or e-mail them back to me so that I will have them at least three days before our initial session.
  • Please bring these forms along when you come to my office.
  • Please bring your credit card along so we can organize the subsequent payments.
  • Enjoy this time of preparation.

I am looking forward to meeting you on our initial Fast Start session. In the interim, should you have any questions or concerns, please call my office at 03-7880 1051. When you hire me, you are hiring my whole team!

My best,

azizi_logo

Net Worth Form

net worth form

Click on the following link to download this form.

[button size=”large,small,mini” color=”blue” url=”http://www.innercircle.my/members/download/ic_net_worth_example.zip” ]ic_net_worth_example.zip[/button]

[button size=”large,small,mini” color=”blue” url=”http://www.innercircle.my/members/download/ic_net_worth_black.zip” ]ic_net_worth_blank.zip[/button]

Monthly Cashflow

 

 

monthly cashflow

 

Click on the following link to download this form.

[button size=”large,small,mini” color=”blue” url=”http://www.innercircle.my/members/download/ic_monthly_cashflow_example.zip” ]ic_monthly_cashflow_example.zip[/button]

[button size=”large,small,mini” color=”blue” url=”http://www.innercircle.my/members/download/ic_monthly_cashflow.zip” ]ic_monthly_cashflow.zip[/button]

Money Tracker

 

 

sample money tracker form

 

Click on the following link to download this form.

[button size=”large,small,mini” color=”blue” url=”http://www.innercircle.my/members/download/ic_money_tracker_example.zip” ]ic_money_tracker_example.zip[/button]

[button size=”large,small,mini” color=”blue” url=”http://www.innercircle.my/members/download/ic_money_tracker_blank.zip” ]ic_money_tracker_blank.zip[/button]

Comparing Situation

 

companring situation form

 

Click on the following link to download this form.

[button size=”large,small,mini” color=”blue” url=”http://www.innercircle.my/members/download/ic_comparing_situation.zip” ]ic_comparing_situation.zip[/button]

Risk Assessment

Please download the ic_risk_assessment.zip file below and answer all questions by circling the number in front of the answer that indicates your response. Once you have done that, please fax or e-mail them to me at least three days before our meeting.

 

Click on the following link to download this form.

[button size=”large,small,mini” color=”blue” url=”http://www.innercircle.my/members/download/ic_risk_assessment.zip” ]ic_risk_assessment.zip[/button]

Action Plan

 

 

sample plan

 

Click on the following link to download this form.

[button size=”large,small,mini” color=”blue” url=”http://www.innercircle.my/members/download/ic_action_plan.zip” ]ic_action_plan.zip[/button]