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 you:
- Understand where your money is going
- Identify opportunities for increasing your income
- Develop goals to boost your wellbeing
- Recognise the behaviours that are standing in your way
- Build confidence in managing your financial future, and more
Using proven coaching techniques, I’ll work with you to understand your goals and support you in achieving them. I create a confidential, non-judgemental space where you can talk about money. I have the expertise in money, you have the expertise in you – together we’ll build a stronger relationship between the two.
How it works
Firstly, I ask you to complete a short enquiry form. This allows me to assess your requirements and see whether I can help you. If your enquiry is beyond my expertise, I’ll usually refer you to another professional. Otherwise, I’ll get in touch (usually within 48 hours) to arrange a free 15-minute phone conversation. During this initial chat, 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 session.
The first session costs £180 and lasts up to two hours. This is so there’s enough time to discuss your situation and goals in detail. It’s easier if this session takes place at my office in central Brighton, although we can also use Skype or Zoom.
Ahead of our meeting, I’ll send you some questionnaires and worksheets for you to complete in advance. This information helps me plan our session and identify suitable resources. Every meeting is completely tailored to you.
During the first session, we usually:
- Discuss your current situation
- Examine your relationship with money
- Explore your goals
- Review the information you’ve supplied in advance
- Investigate some options
- Develop an action plan
One session might be enough to get you started, or maybe you’ll want a series of monthly sessions to monitor your progress. It’s entirely up to you – there’s no financial commitment or pressure.
At the end of the first session, we’ll summarise the action points and agree on the next steps. If you’re returning for further sessions, there might be some tasks to complete, such as gathering financial information. I’ll email you with a summary and any further resources I think you might need.
Subsequent sessions cost £90 and typically last one hour.