Be in control of your money and make it work harder for you
Financial Coaching
With our financial coaching, we focus on what you value most and putting your money to work towards your goals. Most importantly, we take the stress away from money to allow you to live a more enjoyable and fulfilled life
BOOK A CALL
Be intentional with your finances
There are many ways in which our financial coaching can help, and it’s 100% tailored to you.
Such a huge part of how we act towards money can be down to emotions and bad habits. That’s why we take time to understand what is important to you, and help to develop positive intentional spending and saving habits. Next, we work on building knowledge and developing a strategy to ensure you have a clear plan to achieve your goals. Then it’s all about taking positive action, but many people still struggle with confidence or “analysis paralysis”, and it’s common for life events to throw your plans off course. We help overcome this with regular check-ins to provide ongoing support and accountability to keep you on track.
1
DISCOVERY
Everyone is different and our priorities will differ too. That’s why our financial coaching is fully tailored to you. Initially, we take time to really understand your situation, your values, your priorities and what you want to achieve. Only then can you start making a positive change to your financial situation.
2
CREATE A PLAN
Together we will develop a strategy tailored to your personal situation. This is vitally important because everyone has different skills, time, and capital to invest, so your plan needs to fit with your goals and lifestyle. After that, seeing your plan clearly in front of you should leave you excited by what you can achieve!
3
TAKE ACTION
Once you have your plan, we will also provide all the knowledge that you need to implement it. This will give you the confidence to take positive intentional steps towards your goals. Then we provide ongoing support, advice, and accountability to keep you motivated and on track towards success.
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