Services - There are 7 services options.
1.By the HOUR only
£87 for one off, add-hoc sessions and where you simply want to take one session at a time as and when it suits you.
2.
My Best Money Year Yet programme
This is my flagship service because it includes everything that is below in the individual services and most importantly to you is that by the end of 12 months you will have experienced your Best Financial Year Yet.
Annual fee of 750 with a coaching session each month and unlimited emails and document exchanges between us. Or £70 PCM paid by DDM/ SO.
Outcomes you can expect:
- Complete and thorough financial makeover - the numbers, all collated, understood and dealt with.
- Financially well organised - Income. Expenditure. Assets and Liabilities.
- Trained and skilled in the Money and Cash system, The Four principles of a financial security system.
- Knowledge, understanding, skills and competencies, confidence, habits and behaviours consistent with your goals and results desired.
3.
Fix it quick (Stand alone service can be selected at an hourly rate)
This is where you have a situation that needs immediate attention and action.
4.
Financial Health Check and Money Makeover 4 -12 weeks 4 coaching sessions . Total price is £275 or £315 for a couple.
This is where you want to take stock of your money life. Gather everything about your money situation, put it altogether in a way where you can see as one big picture, where all the dots are joined up and you can see accurate portrait of your financial situation. From there you can then see what is and what emerges for you as the next step, if any.
We will identify any gaps, clarify your understanding of any products and guide you about your options and opportunities. You will end up financially organised. With a spending and saving system. Every item of your money will be discussed and clarified with you.
The numbers come from all your:
Inflows – any money coming into the household, salaries, benefits, credits or windfalls….
Outflows – everything that goes out of the household: Fixed costs, discretionary and the seemingly unexplained.
Assets – what do you own and what is it worth? Property, shares, investments, car, antiques anything worth money.
Liabilities – what do you owe, how much and to whom? Loans, credit cards, mortgages………….
What do you get for your money?
Help gathering all the information.
Useful documents, spreadsheets, how to guides.
Getting all the money numbers into one place and in a way you can understand, so you can see what’s what.
Help in making sense of all that information.
Coaching and guidance about what do to with the information – that moves you to a better situation.
A clear picture of your financial status as a one page map of where you are now.
An opportunity to move to the next stage – seeing what is important to you around money, how it has and how it can impact your life, for better or worse. Then create a plan to improve your mastery with money.
Relationships – an integral and natural part of the experience will be for you becoming more aware of your internal world around money: your feelings, beliefs, habits and emotions that lead to behaviours that produce better outcomes and results for you. Awareness is great but not if we do nothing with it.
I have a range of tools with proven results that we can use together to bring about the changes you want and need in your relationship with money: new habits, ways of thinking, problem solving, behaviour-changing that lasts too.
Benefits
Initially, the results might be upsetting and even shocking. But, this is fundamentally a benefit if it reveals the truth. Because you can now see what is in physical reality your true financial position and this is powerful and liberating.
In my years as a Financial Planner the one thing that stood out for me was the number of clients that said to me afterwards how challenging and stressful they found the gathering of the money facts, their spending. Just the collecting and collating the numbers was a source of stress and frustration for many, regardless of their wealth and level of financial security. They found it the most revealing and liberating also.
It will point to what needs to be done next, give emergence to what is probably more important to you in the future.
Personally, it will bring an immense amount of relief and reduce any stress or anxiety and the physical effects of these symptoms.
It will equally increase your good feel factor, raise your sense of confidence because you will have a sense of knowing and more control.
5.
Get me organised and on track - This is a follow on service to the Financial Health check and Money Makeover service. £250 per person or £275 for a couple.
This is where you continue with your money house in order, get more control and certainty. This means things like:
Aligning your money situation with your life reality and of course any new plans or goals and results that emerge. Actually, connecting what you do and how you do it with money, for today, tomorrow and the future.
Organising your money into the right accounts: Emergency fund, everyday income and expenses system and accounts, cash savings, cash deposits, credit cards, debts and loan management.
Budgeting and Spending plan – having a simple, doable system that keeps it all and you on track in a disciplined way, that you and your style works.
What you get for your money:
The foundation knowledge, training, tools and skills to creating a framework, system and structure for managing your money and finances in all areas. Cash, investments, pensions, insurances.
6.
Life Planning 4 -12 weeks 4 coaching sessions £350 to £500
- Unlimited emails.
- Unlimited document exchanges.
- Access and training with your own account using a software programme that allows you to create your Life Plan goals and build money and financial goals with each.
This is something that for many has never been taught by their education or parenting. Not in a way which for you becomes your means of literally becoming aware of what really matters most to you, a life worth living, with goals worth aiming for, a clear, vivid and inspiring vision of a future that draws your towards it like a magnet.
Begin with the end in mind.
The Life Plan you create with my coaching will be unique to you. The vision of the life that you want to live, that for you brings meaning and purpose will be akin to a map with a destination, only the destination will be more about the experiences and results you want for you.
It will of course include goals, real goals, achievable goals – I use the SMART goal system because it works.
It is not about big or crazy goals unless that's what you want and that's perfectly fine with me too! . It is not about goals that look good for you because others approve of them. It is about your goals, results, achievements and outcomes that matter to you. So, it does not matter to me if they are big, small or tiny goals because there are no such things. There are only the goals that matter to you.
7.
Financial Life Planning 4 -12 weeks 4 coaching sessions £500 to £1000 depending on complexity.
- Unlimited emails.
- Unlimited document exchange.
- Access and training with your own account using a software programme that allows you to create your Life Plan goals and build money and financial goals with each.
Joining the dots
Some, many, even all your life goals may be connected with money. So, you can align your life plan to specific money principles. If money is a key factor to the achievement of a life goal then this is what Financial Life Planning can also do.