The 3 Hidden Money Narratives Holding Your Clients (And Their Wealth) Back
Learn to Coach Through Emotional Money Blocks Using the Proven Money Narratives Clearing® Framework
You're already doing transformational work—whether crafting financial strategies or guiding personal growth. Yet something's missing.
Advisers watch perfect plans gather dust.
Coaches see clients breakthrough everywhere except with money.
The disconnect isn't in your expertise—it's in the hidden money beliefs silently sabotaging your clients' progress.
When you unlock this missing piece, implementation rates soar and your impact deepens dramatically.
The truth is: when clients don’t move forward, it’s almost never about logic. It’s about identity, safety, and self-worth.
In this FREE masterclass, you’ll learn to spot the 3 most common hidden money narratives keeping your clients (and possibly yourself) from real financial empowerment and wealth—and how to gently, effectively, and confidently coach them through it.
By the End of This Free
Masterclass, You’ll...
Uncover the unconscious money beliefs quietly shaping your clients’ decisions—even when they say they “get it”
Learn our 6-step Money Narratives Clearing® Framework to confidently guide clients through emotional money blocks
Discover how your own money journey makes you more powerful, not less
Walk away with tools you can use in your very next coaching or advisory session—without needing to be a therapist or financial planner
Enter Your Details Below for Immediate Access:
3 Hidden Money Narratives Masterclass
Masterclass duration is approximately 45 min
What Our Students Think...
Rohan Sivajoti
Co-Founder Next Gen Planners
“This work enabled me to ask better and deeper questions to clients in meetings and build the confidence to do so.”
Danielle Brophy
Financial Planner
“This work has given me more confidence to talk about the clients relationship with money and comfort to use the right language to articulate emotional and psychological aspects of money into my meetings.”
Hey there, I’m Catherine
I'm a former financial adviser of 17 years turned financial coach—and I created this masterclass for professionals like you.
You became a coach or financial professional to create change—not to watch your clients nod politely and walk away unchanged.
I know that pain.
But everything shifted when I discovered that human beings are driven by emotions, not logic. And through the work of Financial Coaching, I was able to create better financial results for my clients, help them navigate some of life’s financial milestones such as divorce, grief and transitions with more ease and help them stick to the money advice I was giving them.
I am a qualified Financial Planner, Certified Financial Coach, Certified Practitioner in NLP (Neuro-linguistic programming), Emotional Freedom Technique (EFT) and Matrix Reimprinting Practitioner, Certified Hypnotherapy Practitioner, Financial Abuse Specialist ®, Trauma of Money Method ® Facilitator and Inherited Family Trauma Practitioner.
Today, I'm here to show you how you can help your clients not just BE wealthier but FEEL wealthier in life.