Most of us know we need to spend less and save more. Financial security is essential to our wellbeing, yet it can be difficult to know how to achieve it. How much is enough? What will I need in 30 years’ time? When should I start saving for a pension? As a financial coach, I can help small business owners with the following areas:
BUDGETING, MONEY MANAGEMENT & DEBT
- Taking control of your spending
- Creating and managing a budget
- Increasing income and saving money
STRATEGY AND GUIDANCE
- Identifying and prioritising your goals
- Checking your overall financial health
- Exploring different ways to build savings, investments, or pensions
- Contemplating a major life change, e.g. redundancy, retirement, becoming self-employed, buying a house, moving in with a partner
EMOTIONS AND BEHAVIOURS
- Understanding your relationship with money
- Addressing unwanted money habits or behaviours
- Realising your financial values
- Resolving financial issues with your partner
- Recognising barriers to financial success
- Moving from employment to self-employment
- Starting a business
- Earning more from your business
- Pivoting your business
- Expanding your business
- Going into partnership
I’m also a qualified life coach, so am able to address issues beyond money. Please get in touch to find out whether I can help you. If your issue is beyond my scope, I can usually refer you to a relevant professional.
How it works
I offer financial coaching as a package comprising:
- 3 x 1-hour coaching sessions
- Email support and accountability between sessions
- Templates and worksheets to help you make progress
I find that most people need three sessions to make significant progress. Once you’ve completed the final session, you’re welcome to book further individual sessions if and when you need them.
Sessions take place by phone or on Zoom.
Ahead of our meeting, I’ll send you some questionnaires and worksheets for you to complete. This information allows me to plan our first session and identify suitable resources. Every meeting is completely tailored to you.
The three sessions typically follow this structure:
- Session 1 – Discovery: Learning about you, your goals, and what’s standing in your way
- Session 2 – Clarity: Establishing what you need to do and what tools you need to help you
- Session 3 – Action: Developing a plan and working out how you’ll achieve it
The cost of the package is £500+VAT (£600).
How to get started
First, complete the enquiry form below to help me understand your needs. You’ll automatically get a link to book a free 30-minute phone chat. During this initial conversation, I can find out more about you, and you get the opportunity to ask any questions about financial coaching. If you want to go ahead, I’ll send you the link to my calendar so you can book your first coaching session and I’ll invoice you the cost of the coaching package.