How would you like:
Clarity of your current financial position and an action plan to improve it
Confidence to know you’re making smart financial decisions that are aligned with your goals
Direction and control with managing your money
Strategy on how best to manage your debt
Insights into how and where to invest to create long term wealth
A secure financial future, knowing that you’re financially prepared for whatever life throws at you
Key steps to stay on track and not be distracted by ultimate de-railers
Affordable, one-on-one access to an expert with over 20 years of financial mastery
This one-on-one coaching program has been specifically designed for you as a low cost, highly effective financial management program to get you started on the right track.
It includes:
- 6 private 1-1 Coaching sessions with me either in person or on Skype or Zoom
- Creation of a clear plan for your financial future
- Support and guidance to achieving your unique goals
- Developing the right strategy and structure to deliver results
- Cashflow analysis and identification of your cost of living and what’s required to deliver on your plan
- Alignment of your financial circumstances to create the financial future you desire
- Accountability and touch points with me to manage questions and concerns along the way
- A signed copy of my book – A Woman’s Guide to Wealth, What my mother needed to know
- Clarity, confidence and control over your finances.
Overview of the Wealth Coaching Program
Session 1
- Creating the plan – the purpose
- Understanding your belief around money
- Tailored action plan to address personal concerns, questions and desired outcome of coaching session.
Session 2
- Unpacking your financial situation
- Beginning to identify how to align your finances to your ultimate purpose
- Identifing your tolerance to managing risk
Session 3
- Identifying a clear strategy and structure for delivering on your plan
- Education on opportunities right for your circumstances
Session 4
- Personalised session to address the outcomes of previous sessions
Session 5
- Review and progress to deliver on plan
Session 6
- This session is designed to provide you with the confidence to go it alone