I have been a professional adviser for more than 20 years, firstly as a lawyer and then as a financial planner.
I use a mixture of coaching and mentoring skills with practical advice and information to help clients feel empowered and financially confident.
When returning to work after a career break, I became more and more curious about how I could help people who, regardless of their income level, felt stuck in their career or in a relationship that wasn't working for them.
I wondered how I could help people who, on the face of it, had good incomes and lifestyles but who felt guilty or ashamed that they were not doing more or achieving more with their money.
I wanted to help people to stop settling and to take action to transform their life.
I have always been interested in personal finance, but there have been times when work, children and a busy life took over and my relationship with money was reactive not proactive.
I also realised that "being good with money" wasn't enough. It was one thing to be knowledgable about finances but it is another to manage the stories and any limiting beliefs that have formed over the years, especially the influences we learn as a child.
It was only when I gave money my attention and worked on my money mindset and goals as well as money management that my relationship with money changed. Being good at only one of these skills was not enough. Working on all 3 areas consistently helped me create a more solid financial foundation, took away stress and just made life better.
This is what led me to financial coaching. I love coaching my clients who go on to transform many aspects of their life, not just their personal finances. I was delighted when a recent client said working with me was “the best money I've spent on any professional by some distance."
As well as working with clients individually and in small groups, I also deliver financial wellbeing workshops in companies and organisations who want to improve their employees' wellbeing.
I have recently joined the Executive of the Initiative for Financial Wellbeing (IFW), a member led organisation that is committed to helping professionals in the finance industry who want to improve their clients financial wellbeing by making them happier, not just wealthier.
"Great to talk. This is the best money I’ve spent on any professional by some distance, I can already see that. You’ve set me into action completely, I’m updating our action Trello board with tasks, we’ve opened a Starling account and we spent the evening discussing this. Huge thanks for setting out these actions, incredibly helpful. Look forward to the next one."
© Lorraine McFall 2020