WHAT DO I HELP CLIENTS WITH?
Budgeting, Money Management and Debt
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Better control and management of your money
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Creating and using a budget
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Help you understand different strategies to pay off debt (and which works best for you)
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Organising your financial paperwork
Strategy and Guidance
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Identifying, prioritising and planning how to achieve your goals
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Financial health check to identify any areas in need of attention
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Different ways to build up savings (and how they align with your goals)
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A major life change (eg redundancy, starting a business, relationship break up, inheritance, bereavement)
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Exploring the financial implications of major life changes
Financial Knowledge and Skills
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Improving your confidence and understanding of money topics (in plain English)
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Understanding mortgages, loans or debt
Relationships, Emotions and Behaviour With Money
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Changing unwanted or unhelpful money habits
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Help to resolve financial issues with partner
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Aligning financial goals or values with partner
Business Finances
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Planning for self employment
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Separating business and personal finances
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Better control and management of self employed income and expenses
WHO CAN I HELP?
I’m happy to provide financial coaching to help people in a range of circumstances.
My focus, however, is on helping individuals with any or all of the following challenges.
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Struggling to build savings despite earning a good income
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Living ‘month to month’
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Unclear where their money goes and/or making poor spending decisions
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Has no shared budget (or has disagreements on money) with their partner
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Has unhelpful attitudes to money, pensions, investing or financial advice
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Believe they are ‘no good with money’
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Struggling with day to day control and management of money
You may be at a transition in your life
The end of a relationship, bereavement, a change of job or business (or a new business).....
I help you understand where you are now financially, where you want to be, and how to align the two