Please note: This page gives you an outline of my kind of coaching
If you’re unfamiliar with coaching and the value of it start here
Look at this picture – the bit on the right
It’s an example of the sort of picture I get my clients to draw up… and it shows their big financial life goals – spread out over time.
Actually, these were my goals when I was younger 🙂
And, you know, for most people, this simple exercise reveals something very important.
It reveals the things that matter to them.
The things that they really want (to have, be or do) for their own lives … or for someone, they care about.
And it quite often reveals the risk of those goals not getting done.
So, this image alone can be enough to get us started on the important work of making a financial life plan. That’s a plan that connects your money – to your important life goals
Now, imagine that you’ve drawn up your own picture – like this.
Can you take it to the next stage?
Do you know how to choose the right ‘types’ of money box, for saving or investing your money?
(money boxes and funds that are right for your unique personal circumstances?)
Do you know how to estimate how much to save into these boxes… to stand a good chance of achieving your important life goals?
And do you have a super easy way to work out those numbers… so you don’t have to pay through the nose for some ‘adviser’ to do it for you?
If you’re answering ‘no’ to those questions – then I might be able to help.
Of course, whilst most of the ideas you’ll find on this site are FREE.
Personal or Private group coaching is not – but it’s really not expensive either.
Will you help me with my research?
Would you mind answering one simple question?
It’s really very simple.
Just move the slider – in the widget below – to the statement you agree with.
And don’t worry – this is an anonymous test 🙂
Then, when you’ve answered the question – you’ll see how others answered it too… and that’s really quite interesting.
I have a clear picture connecting my money – to what matters in my life
Quiz Maker – powered by Riddle
Why such a simple question?
Well, for the vast majority of people I meet, “money” is a bit of a scary subject.
A lot of people are easily bamboozled – and rightly put off by all the jargon.
But this ONE question – in that ‘widget’ above – is what gets them engaged in their financial life plans.
So, if you’ve not done so already… go on, put in your answer.
Of course, you don’t have to work with ‘me’ – to work this stuff out.
The essential thing for you is to learn from someone competent to…
- Build your knowledge and skills
- Take more control of your money and
- Take more control of your financial adviser – if you use one
So, do you need a financial adviser?
Well maybe, maybe not.
It really depends on what you’re trying to achieve.
And, whilst there are some good financial advisers out there… sadly, some of them are not half as smart as they claim to be… or as smart as they should be either!
And too many charge too much! (I know – I wrote the book on it!)
But if you do need a financial adviser – and you might do, at some point – then you need to know how to find a good one . . .
. . . one who’s competent and good value too.
And I can help you work that out – if and when you need to.
Now, what else you do you want to know?
Well, apart from the pricing – not very much, and you can check prices for my coaching and workshops here
The truth is this, longer term, financial life planning malarkey – can be a LOT easier than some people will tell you.
You can download my brochure if you like (just hit the button below)
I’ll then send you updates and Ideas around money matters.
And if you do download the brochure and answer the 10 simple questions on the back page…
… you’ll soon know ‘where you are’ (on money matters) right now.
And that’ll help you see where to focus your learning for the future.
Of course, this page only scratches the surface of what we could cover in our coaching… but here are some ideas: