FINANCIAL COACHING
Financial Coaching
Financial coaching, also known as a money coach or money mentor is a personalised service that helps individuals take control of their money, and achieve financial success through careful planning, objective setting and both short term and medium term goals and support.
Basic money (and debt) management is not taught at schools in most circumstances, and so many people move into adult life and working life without these essential life skills.
We believe that basic financial literacy is a must have in the modern world, and corporate and company management and owners are in a great position to provide personalised financial coaching to their staff as an added employee benefit.
My 35 years of experience and expertise in the Personal Finance space will help you or your staff to develop a solid financial plan, set clear goals, and take meaningful action towards achieving them. Whether you're looking to get out of debt, save for a holiday or retirement, invest in your future, understand the stock or bond markets or any other personal finance matter, I am here to help.
Contact me today to discuss how I can help you or your staff achieve financially literacy.
FINANCIAL COACHING SERVICE EXAMPLES
Money is now the No 1 cause of stress and poor mental health for people across the UK
94% of people in the UK worry about money
BASIC
FINANCIAL COACHING
Client Discovery Questionnaire
Net Worth
Budgeting Basics
Managing Debt
Clearing Debt
Saving
Property
Mortgages
Insurance & Protection
Investing Basics
Pensions
INTERMEDIATE
FINANCIAL COACHING
Client Discovery Questionnaire
Budgeting
Monthly Cash flow
Investing
Stocks & Shares
Bonds
Funds & Trusts
Commodities
ETF's
ISA's
SIPP Pensions
ADVANCED FINANCIAL COACHING
Client Discovery Questionnaire
Advanced Investing
Bond Markets
Trading Stocks
CFD's
Spread Betting
Options Trading
VCT's, EIS, SEIS
Fundamental Analysis
Technical Analysis
Buy to Let Property
P2P Loans
P2P Equity
What does a Financial Coach do?
As a financial coach, my role is to help clients gain clarity and take control of their own financial life. This involves working with them to develop a clear vision of their financial goals and the steps they need to take to reach them.
I also provide practical help on topics such as budgeting, saving, debt management, and investing. By working with me, they can gain the knowledge and confidence they need to make informed financial decisions and achieve long-term financial success and ultimately financial freedom.
What does a Financial Coach NOT do?
A financial coach does NOT provide advice on any specific investments or themes. Advice is the domain of FCA Authorised financial advisors only. Financial coaches inform and empower people to make their own financial decisions.
Financial Coaches Inform and Empower People to make their OWN Financial Decisions