Ep: 022 Financial Coaching & Hypnotherapy With Jen Reid

Ep: 022 Financial Coaching & Hypnotherapy With Jen Reid

In this episode, I talk to Jen Reid, the CEO and financial consultant at BASE Financial Planning, Consulting, and Education. Jen discusses her transition from a traditional financial setting, where her role was primarily to sell life insurance, to becoming an independent financial coach and licensed hypnotherapist. She shares her dissatisfaction with the commission-based model and how it motivated her to focus on addressing clients' broader financial issues, like debt, investments, and college savings.

Jen explains her approach to financial coaching, which includes monthly meetings with clients to focus on budgeting and life coaching aspects. She emphasizes the importance of understanding clients' goals, motivations, and life aspirations. Jen introduces the concept of money dates and talks about the importance of accountability in achieving financial stability. The episode also touches on the role of social influences on spending and the benefits of open financial communication, along with a discussion on various tools and methods she employs, including hypnotherapy and emotional freedom techniques.

We talk about:

  • Challenges with commission-based sales and MLM models
  • The importance of monthly meetings for budgeting and lifestyle coaching
  • Role of financial systems and managing spending and goals
  • Concept of "money dates" for accountability
  • Introducing budgeting tools like Monarch
  • Handling social pressure and financial priorities among peer groups
  • The metaphor of financial sobriety
  • Importance of open communication about finances
  • Differences between therapy and coaching, focusing on forward movement
  • The role of fitness in financial and emotional well-being
  • Social media's impact on financial perceptions
  • Techniques like hypnotherapy and emotional freedom tapping for addressing financial anxiety

Check out the entire conversation on YouTube:

You can also find the audio versions on places like SpotifyApple Podcasts and wherever else you listen to your favorite podcasts. 

READ + LISTEN + LEARN: 

Jen is a great example of someone who took control of her finances by educating herself and looking for people who could help her have a better understanding of and relationship with money.  Below are two examples of the types of people she found during her own money journey: 

WELLBEING: 

  • Jen is a “fitness junky” who think’s “movement is medicine” and that exercise can help us deal with the challenges we all face in our busy and often stressful day to day lives.

FIND JEN REID @: 

https://www.baseplanning.co/about

https://www.instagram.com/financeswithjen

https://www.linkedin.com/in/jenniferreichertreid/