SERVICES

Coaching packages are customised to the client.

Some of the most common reasons clients come to us are to:

• identify and understand one's unique financial psychology
• overcome limiting emotions around money (e.g. money fear/shame/anxiety) 
• shifting challenging money behaviours (e.g. money avoidance, overspending, chronic under earning etc).
• develop personal finance skills and knowledge
• navigate the opportunities and challenges that come with inherited or newly acquired wealth

Before signing up for a coaching package, clients receive a 30 minute complimentary consult as well as a coaching proposal for review. 

Sessions are delivered either weekly or fortnightly via Zoom.

Investment: £950.00 for 6 x 60 minute coaching sessions.

*Payment to be made upfront. Payment plans available on request.

Hourly consults are designed to help clients who have questions that are practical in nature and can be addressed in discrete sessions. Some of the topics that can be covered in these consults are:

• learning personal money management techniques (e.g. budgeting/building a personal balance sheet)
• devising financial education plans for children
• exploring how to disclose family wealth to children, partners etc.
• navigating how to communicate about money matters with partners and family

Hourly consults are delivered via Zoom. 

Investment: £250.00 for a 60 minute consult.

Bespoke coaching workshops are hosted with relevant organisations for clients, employees and/or community members.

Topics we have presented on in the past include:

• Psychology of Money 
• Generational Money Patterning 
• Women & Money Confidence
• Financial Literacy 101

Please contact us for further details on content, format and pricing.