Financial Coaching and Mentoring Services

1-1 Financial Coaching & Mentoring

Private sessions tailored to you. Think of it as a personal fitness trainer but for your finances. Here we will:

• Explore the reasons you need help

• Understand your relationship with money - the behaviours, patterns, beliefs and feelings

• Learn what's stopping you from creating the life you want and create a plan to fix it

• Transform your mindset about money to create positive habits and change

• Mentor you through the changes as we incorporate the new strategies and behaviours ensuring continuous progress

The first coaching session last for 90 minutes and subsequent sessions for 60 minutes

My current fee is £100 per 60 minute session

For Couples

Private sessions with the both of you to transform your relationship with money.

We'll start with an individual session each so we can clearly establish the root cause of the underlying behaviours and feelings towards money.

We'll then come together to have a series of couples coaching sessions to create a financial roadmap. In these sessions we will:

• Explore each others attitudes and habits with money - how they differ and how they complement each other

• Understand what you'd both like to achieve - individually and as a couple

• Agree to certain goals and breaking them down to achievable milestones

• Mentor you through the changes to ensure continuous progress

My current fee is £100 per 60 min session

For Parents

Our money choices don't just affect us, they affect those we love.

Explore how to navigate the tricky world of finances as a parent. Maybe you are trying to save for school fees or create a savings fund for your children. It could even be to discuss the key steps to installing healthy money habits in your children.

These sessions can cover any aspect around supporting you as a parent but typically include:

• Exploring your own attitudes, habits and behaviours with money and how they maybe impacting your children

• How to talk to your children about money so they are financially capable

• Understanding financial products for you and your children including spending and savings plans

• Discussing topics such as wills and increasing your financial knowledge

My current fee is £100 per 60 min session

Financial Workplace Education

My workplace financial wellbeing programme is about empowering employees to feel in control of their money and finances boosting their everyday life.

Good financial wellbeing gives people the ability to do what makes them happy now, while also being able to plan for the future.

With 20 years in the corporate benefits and wellbeing space I can bring a wealth of experience to workplace financial wellbeing and education. This support is tailored to what you and your employees need. Typically it may include:

Are you looking to support and improve your employees' financial wellbeing?

Do you want to improve the uptake of your employee benefits?

• Workshops - in person or virtually. Bespoke to what your employees are asking for. Most common topics include: company benefits, money management, emotional relationship with money (habits and behaviours) debt management, budgeting, savings and investments, retirement.

• Drop in session for employees to chat about anything finance or money related.

• 1-1 financial coaching for those that need/want more.

To find out more and discuss a bespoke package for your employees please get in touch