• Why work with me?

    About You

    If any of these are true, I can help you.

    • Do you feel you should be in a better place financially?
    • Does your bank balance not reflect the amount of work and success you have in your career?
    • Is earning money not a problem, but keeping hold of it is? Does it go out as fast as it comes in?
    • Do you know you need to save for the future and reduce your debt but you don’t know where to start?
    • Are money worries affecting your relationships? Do you argue with your partner about money?
    • Do you feel guilty or ashamed that you are not doing enough with your money?
    • Do you want “true wealth” and not just more money? Meaning do you want to balance your life while working toward financial wellbeing so that you don’t make the mistake of sacrificing your family, health, or a fulfilling life in pursuit of money?
    • Would you like to change your relationship with money from the inside out and create lasting change by identifying the root cause of your financial problems?
    • Do you want to get rid of your debt and stop stressing and worrying?
    • Would you like to feel more confident about how you manage your money and prepare for the future?
    • Do you want to consistently make progress towards your financial goals so that all the distractions in life fighting for your attention no longer derail your plans for wealth?
     

    About me

    I can help you to:

    • Develop and implement your own personalised step by step blueprint to empower you to take control of your day to day finances
    • Gain clarity over your financial situation and relief from the constant mental calculation of “ Is there enough?”
    • Stop feeling guilty and ashamed that you are not achieving more with your money
    • Identify your money blocks and develop strategies to help you overcome them
    • Articulate your goals and use these to develop your financial plan
    • Overcome any bad habits and self-limiting beliefs that stop your progress every time you take two steps forward.
    • Be accountable for achieving your goals.  Having a plan is only half the battle, taking consistent action towards achieving your goals is crucial to successfully implementing your plan. 

     

    This bit could be in another box with a heading - "what we can achieve" or something like that

    "You know whether or not financial coaching is worth the fees you're paying based on the results you're producing." - Todd Treisner

     

    After working with me you will have a financial infrastructure in place tailored for you and a plan to enable you to achieve your financial goals. Clients I have coached have cleared their debts, transformed their money mindset, started savings funds and are making progress to achieving their financial goals. They report having more confidence and headspace, better relationships, less stress and improved self-worth. Financial coaching benefits you by producing a tangible, measurable result that puts money in your pocket.

    My Mission

    My Mission is to enable hard working, high achievers take control of their finances. When you are in control of your finances, you feel confident. You take more risks in your career and leave situations and people who are not serving you. You feel safe. You have options.

    Money doesn’t define us, but it does empower us.

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  • Passion

    What is financial coaching?

    A financial coach does for your personal finances what a personal trainer does for your health and fitness. - have that as a title?

     

    A financial coach blends 3 different roles to help you transform your personal finances and create a better future.

     

    • Coaching to help you improve your awareness, set and achieve your goals, take steps to get there and if appropriate, improve the way your emotional relationship with money.
    • Mentoring to help you understand what you need to know about the financial world and develop your financial capability and skills with money.
    • Advising: being an expert in finance and helping you reach the right decisions to meet your goals, while strictly adhering to the rule of not giving specific advice on the sale or purchase of regulated financial products.

     

    Financial coaching is still a relatively new concept in the UK and is more popular in the USA, Canada and Australia.

     

    US Government’s Consumer Financial Protection Bureau found:

    “Access to financial coaching resulted in measurable gains in three areas: money management; objective financial health metrics like savings, debt levels, and credit score; and subjective feelings of financial confidence and financial well-being.”

     

    When choosing a coach, it important that you choose a person whose values and vision are a good fit with you and they have experience and the correct technical and coaching knowledge to support you.

     

    Unlike financial advisors, I don’t have any products to sell. My job is to work with you to help you achieve financial wellbeing - whatever that may mean to you and to help you feel confident and have peace of mind with your financial decisions and future.

     

    I won’t advise you on specific products or sell you any products, but I can tell you what type of products are available and points to consider when buying them. I can equip you with knowledge to ask the right questions of an adviser if you choose to use one.

    Independence

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