Financial Coach
WHAT DO I HELP CLIENTS WITH?
Budgeting, Money Management and Debt
-
Better control and management of your money
-
Creating and using a budget
-
Help you understand different strategies to pay off debt (and which works best for you)
-
Organising your financial paperwork
Strategy and Guidance
-
Identifying, prioritising and planning how to achieve your goals
-
Financial health check to identify any areas in need of attention
-
Different ways to build up savings (and how they align with your goals)
-
A major life change (eg redundancy, starting a business, relationship break up, inheritance, bereavement)
-
Exploring the financial implications of major life changes
Financial Knowledge and Skills
-
Improving your confidence and understanding of money topics (in plain English)
-
Understanding mortgages, loans or debt
Relationships, Emotions and Behaviour With Money
-
Changing unwanted or unhelpful money habits
-
Help to resolve financial issues with partner
-
Aligning financial goals or values with partner
Business Finances
-
Planning for self employment
-
Separating business and personal finances
-
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.
-
Struggling to build savings despite earning a good income
-
Living ‘month to month’
-
Unclear where their money goes and/or making poor spending decisions
-
Has no shared budget (or has disagreements on money) with their partner
-
Has unhelpful attitudes to money, pensions, investing or financial advice
-
Believe they are ‘no good with money’
-
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