The 8 Week VIP Money Confidence Academy

Expert Financial Support & Education For Women

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Led by a Qualified Independent Financial Adviser

Be your own expert – Be in Control – Create Financial Power

8 Week VIP Academy - launching on 16th September 2018

The VIP Academy combines some of the most powerful mindset and practical strategies to help you be confident and positive with money.
Money has a huge impact on your health, your happiness and your wellbeing

Improve your relationship with money and increase your financial wellbeing.

DOES YOUR RELATIONSHIP WITH MONEY LOOK OR FEEL LIKE THIS?

  • Financially overwhelmed – Money is stressful
  • Like you are living from one day to the next with never quite enough money
  • Fearful – Caused by a bad experience, relationship break down or debts
  • Find financial matters complicated and don’t know where to start
  • Want to bury your head in the sand
  • Feel like every financial task is too big to tackle

By the end of the 8 Weeks you will feel:

  • You are making decisions with ease and confidence
  • Be clear on your own financial future
  • Have reduced your financial stress and feel clear and capable
  • You are no longer procrastinating or burying your head in the sand
  • You have made a plan and are taking action
  • You have transformed your relationship with money forever
  • Money is no longer scary as you have a positive mindset
  • You are now being proactive and being held accountable
  • You will have created a spending plan and establish how much is enough.

I understand what this feels like – because I have been in your shoes. I so desperately wanted to manage money, but was only doing a half arsed job of it! 

This 8 Week VIP Academy will change the way you look at money forever. It will help you manage your money better than you ever have before.

HOW DOES THIS ACADEMY TRANSFORM MY RELATIONSHIP WITH MONEY?

  • Each week, you will receive the VIP treatment with a VIP live group video call with Catherine.
  • You will enjoy a really supportive environment with other like-minded women. 
  • 8 Weeks of Mindful and Practical actions including videos, audios, exercises and a workbook 
  • Understand the 5 Steps to Financial Power. 

This will bring you confidence which will enable you to start DOING.

ONLY 20 SPACES AND 60% OFF TO THE FIRST 10 PEOPLE TO JOIN!​   

 

Meet Your Financial Coach...

I am a qualified financial adviser who is on a mission to teach you how to be your own expert with money. I have been helping women with money for 17 years and want to help to bridge the confidence gap for women when dealing with the practical sides of money. 

I am a Mum of two boys, and I run two businesses, so I totally get how time precious your life is. But I also totally get how you want your family to have everything. The lessons start with your own self-development.

The 8 Week VIP Money Confidence Academy

The Details

The 8 Week will be packed full of short (30-45 mins) easy to watch videos (I know how busy your life is!) followed by a ton of resources, downloads, and activities. 

Every Sunday we have a live Q&A (all recorded) session and a private Facebook group for further support. 

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WEEK 1 - Money Habits

Your Academy Resources: You will be sent a ‘Money Habitudes’ Quiz to complete online and a personalised report when you’re finished – A fun & easy way to understand your money personality.

  • Identify the 6 most common habits with money – Identify what is your relationship with money.
  • You will be sent a link to an online Quiz followed by a personalised outcome report and a summary sheet (seen below)
  • This will help you think about how your relationship with money affects your decisions.
  • It will highlight your strengths, your challenges and how you can start to make changes
  • Identify ways and techniques to help you improve your money habits for LIFE
  • Understand where your belief systems come from and how you can reframe them to save more money
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WEEK 2- Setting Financial Priorities and Goals

Your Academy Resources: 

  1. My 3 Financial Priority Jars Exercise
  2. A Money Manifesto template 
  3. Completion of ‘The Wheel of Life’ Exercise from one of our Experts
  • Why financial priorities are as important as goals
  • How creating a ‘Money Manifesto’ will improve your relationship and help you save more money.
  • Write your own Money Manifesto, 3 Financial Jars and 10 money affirmations
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WEEK 3- Budgeting & How to Create a Kickass Spending Plan

Your Academy Resources:

  1. Saving money tips checklist
  2. A ‘Financially Naked’ Exercise (PDF)
  3. A 12 month ‘Financial Calendar’ (PDF) to plan your year ahead
  4. A ‘Spending planner’ (PDF)
  5. Helpful categories list to organise your financial paperwork
  • Gain insight into your spending habits and start making decisions about money with ease
  • Reduce your financial stresses
  • Create your own kickass spending plan! Give every pound a job.
  • Learn how to manage money without a spread-sheet in sight
  • Identify practical solutions to improve your flow of money
  • Discuss day to day money management accounts and money apps to help you manage your money with ease
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WEEK 4 - Clearing Debt, Credit Cards and Loans

Your Academy Resources: A ‘Debt Elimination’ Planner

  • How to pay off debt fast – Pros and cons of different strategies
  • The concept of ‘snowballing’ as a debt repayment strategy
  • Credit cards and personal loans – Understanding the different types
  • Create your own debt plan
  • My top 15 Top Tips on how to improve your credit score for life
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WEEK 5 - Be a Super Saver

Your Academy Resources: 25 Ways to save money (PDF), Weekly Food Planner (Printable)

  • Different ways to build up savings – The Fridge, Freezer, Larder approach
  • Pros and cons of different savings accounts such as ISA’s
  • Understand tax and inflation – It really is important!
  • Review of some top money apps to help you automate your savings
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WEEK 6 - Start Investing – Behavioural Finance

Your Academy Resources: The Marshmallow Test Video and a personal experiment for you to try for the week! 

  • How your experiences affect your attitude to risk
  • Do you favour instant gratification versus long term planning – The Marshmallow test
  • Why ignoring the stock market ups and downs is the best thing you can do when investing
  • What makes you happy and why you should be investing
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WEEK 7 - Start Investing – Practical Investing For Women

Your Academy Resources: Free EBook – The Money Panel’s Simple Guide to Investing

  • What on earth is the Stock-market – for beginners
  • How and where to begin investing
  • Why women are great at investing!
  • Busting the jargon – Help you to understand different types of investments
  • Understanding risk – with the ‘High heel’ female friendly method
  • My Top tips for beginners
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WEEK 8 - Pensions and Retirement planning

Your Academy Resources: Free Ebook – The Money Panel’s Simple Guide to Pensions

  • Understanding different options offered by your employer
  • Do you have previous pension schemes? To consolidate or not to consolidate? – What to consider
  • Assisting you in understanding your existing pension plans
  • Helping you understand the state pension system and how you can work out your entitlement.

FREE BONUS EXTRAS

+ Private VIP Facebook Group - Instant access upon joining the Academy

In this group, you can jump in from day one and start engaging with Catherine on a one to one basis and start forming some relationships with other women who will become your accountability partners over the 8 weeks and beyond. Think of it as a non-judgemental place to talk money! In fact anything taboo – it is our favourite topic!

AS A VIP MEMBER, YOU WILL ALSO HAVE ACCESS TO

8 FREE BONUS VIDEOS

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1. Children’s savings and Junior pensions with Catherine Morgan

  • FREE Savings Goal Tracker download for your children
  • Video about how to save for kid and pass on positive messages to your children

2. Mortgages with Catherine Morgan

  • E-Book on Mortgages – ‘Brick by Brick’ – Understanding Mortgages including top tips on how to get ready for a mortgage or re-mortgage application.
  • Top 15 tips on how to improve your credit score

3. Career Coaching with Sarah Jones

Sarah is a seasoned personal, life, business and career coach. Born with an entrepreneurial spirit and an insatiable drive to help others find their happiness, she founded her successful coaching business to help people find purpose, meaning and direction in their lives and careers. 

Video on: Raise your voice – raise your raise – Asking for a salary increase at work.

  • Three magic ingredients to prepare for your raise
  • Tools, tips and techniques to specifically ask for a raise
  • And what to do if it doesn’t work out as planned

4. Is Money Impacting Your Style? with Carol Hanson

Carol is a personal stylist whose mission in life is to inspire women who have a wardrobe full of clothes but nothing to wear.  She is very open about her own struggles with her body image and how she suffered from an eating disorder for over 20 years.  Now fully recovered, Carol helps women to look great and feel fabulous every time they get dressed.

Video on:

  • Why do we buy clothes
  • Our wardrobe influencers
  • How do you spend?
  • When a hobby becomes an addiction
  • Healthy Wardrobe Habits
  • Capsule wardrobes – To do or not to do

5. Get Crystal Clear on your Money Goals with Katie Farrell

Katie is a transformation coach who has run her own business for the past 7 years, following a 20 year career in HR, Training and Client/Change Management in the corporate world, including 6 years at senior manager level for the NHS implementing a multi-million pound national HR & Payroll service.  She is qualified in many interventions, including Cognitive Behavioural Hypnotherapy, Coaching, Mindfulness and DISC Personality Profiling, amongst others.  She helps you to use the powers of your mind, body and spirit to not only overcome obstacles that have previously held you back, but to achieve, and often exceed, your own goals and aspirations. 

Video & Audio download on: 

  • Learn how to access the power of your mind to create and achieve your goals
  • Understand the difference between goals that become successes vs those that never quite make it!
  • Get crystal clear on what’s important to you right now
  • Visualisation to bring your goals into your reality
Katie Photo

6. Emotional Eating and Emotional Spending with Sarah Ryan

Sarah is a consultant solicitor for Taylor Rose specialising in Property Law. She is also involved in a number of projects including a support group for women for emotional eaters and is writing a book about her battle to rid her body of topical steroids when treating severe eczema.

Video and E-Book on:

  • How the reasons for most unhealthy habits, such as over-eating, compulsive spending, hoarding and drinking alcohol, are often very similar.
  • Why will-power alone won’t work until you identify the root cause of your spending habits.
  • The different pillars that can affect your spending habits.
  • How to identify the deep reason why you shop compulsively.
  • How to figure out what triggers you to spend money.
  • What you can do to release emotions and find happiness in a more healthy way.
  • The three critical elements to changing any habit.

7. Can money buy you happiness? With Caroline Strawson

Caroline is one of the UK’s first attendees on an accredited Divorce and Breakup Coaching Programme. She uses positive psychology and practical exercises to help people navigate though the emotions and practicalities of divorce. Attending court and assisting with paperwork to digging deep to move people from breakup to breakthrough. She helps coach others to see that divorce can be their superpower and be a catalyst for a total life transformation in all aspects from mental, physical and finding love again.

Video on:

  • Is being financially secure a goal to achieve so that you live a happier and more flourishing life?
  • Many people think that having money means you will be happy but actually science answers this question and it may just surprise you what the answer is!
Caroline
Samantha Sutherland

8. Shifting Mind blocks with Samantha Sutherland

Samantha has worked with 100’s of clients using Energy Therapies (Kinesiology, Emotional Freedom Technique (EFT), Matrix Reimprinting and Aroma Freedom Technique) to help them achieve their goals.  She supports clients across a range of areas including life balance, business clarity, performance improvement, money relationships and all areas of emotional balance from procrastination, self belief and confidence to stress.

Video on:

  • How our relationship with money was set long before we started spending it ourselves.
  • The value in identifying your money set points in relation to earnings & savings.
  • Using Energy techniques to identify money blocks & unlock abundance.
  • Working with the Universal laws of attraction & abundance.

Pre-Launch Offer

Actual cost of the Program – £997
* £397 only for first 10 people to join in exchange of testimonials
* £497 for the next 10 people

Questions about the Academy

  • This VIP coaching is delivered via Zoom, which is a free video app you can download on your phone, Mac or PC.
  • Each Live VIP Q&A and discussion video session will take place on a Sunday evening from 8pm – 9pm, starting on 16th September 2018.
  • A link to complete your ‘Money Habits’ Quiz ready for week one of the VIP Academy (Sent to you the first week in September)
  • Immediate access to the Private Facebook Group to start engaging with the group  – these women will become your close circle of wealth friends over the 8 weeks!
  • Access to the 8 Bonus Videos, E- Books and Audio from our experts (On Launch) 

If you can’t make the session or miss it, don’t worry as each session is recorded.

No. Although I am a financial adviser, this Academy is to help those who want to become masters of their own money so that they do not need to seek financial advice. Nothing in this Academy is advice. It is practical and mindful life changing information that will help you improve your confidence with money. You are therefore responsible for making your own decisions from the information you learn on this Academy. How empowering!

  • After completion of the Academy, you will receive an affiliation link to share with your friends. If they join the Academy you will receive a 15% introduction fee.
  • You will also have access to a 1 hour VIP Coaching session with Catherine at 50% off her normal fees should you wish to continue developing your confidence. (£100 instead of £200)
  • As a member of the VIP Facebook group, you will also have access to exclusive discounts and additional free content that will be added to the group in the future.

1 Payment of £397 (only for first 10 people) 

Two payments of £198.50

* £397 only for first 10 people to join in exchange of testimonials
* £497 for the next 10 people

HURRY!!! Only 20 spots available.

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