A Free Live Taster for Professionals Who Want to Work More Confidently With Money, Behaviours and Emotion
Join Catherine Morgan for a free, live taster of the tools and frameworks used inside our Financial Coaching Programme. Experience the work for yourself.
Here's what you'll get
When you join us live
(There will not be a replay. This is a live online experience, not a recording to catch later.)
Learn a structured way to open conversations when money feels difficult or emotionally charged with the Money StoryTypes® Tool
Experience one step from the Money Narratives Clearing® Framework that uses Money Psychology and neuroscience for belief shifting
See how emotional regulation can support safer, more productive money conversations.
Preview Penny, the AI guide that supports students through the curriculum, tools and framework
Explore the two training pathways and understand which may best fit your existing work.
Who This Is For...
Financial professionals — advisers, accountants, bookkeepers, mortgage advisers — who can see that the technical work is only half of it. Your clients don't struggle because they lack information. They struggle because money is emotional, and nobody trained you for that part.
Coaches — life, business, career, relationship, divorce, ADHD — who keep arriving at the same place with clients: money is underneath everything, and you don't yet have a safe, structured way to work with it.
If you recognise yourself in either, this morning is for you.
Hi, I'm Catherine Morgan
I trained as a financial adviser at 18 and spent the best part of two decades inside financial services. On the high street, in the bank, often the only woman on my team. Giving sound financial advice to everybody else, while living in my overdraft every single month. Around £30,000 of debt, on an adviser's salary, knowing exactly what good financial behaviour looked like and not following any of it myself. Debt felt familiar. It felt safe. It made no logical sense at all, and that, I came to understand, was rather the point.
Then, in October 2013, everything changed. My youngest son, Thomas, was five weeks old when he became seriously ill, very suddenly, with bacterial meningitis and sepsis. We very nearly lost him. We spent two weeks in hospital, and there was one word the doctors kept using that I couldn't get out of my head. Because we got him in quickly, he is now a happy, cheeky boy. But something in me had moved, and it didn't move back.
When I returned to the bank after maternity leave, I felt a deep disconnection I couldn't name at first. I had clients coming in who didn't need a product. They needed help with divorce, with grief, with loss. And I noticed they carried the same feeling I'd had in that hospital — spoken to in a language they didn't understand, too ashamed to ask the questions that actually mattered. The jargon of financial services was doing to them what the jargon of medicine had done to me.
So I left. I went looking for a different way to do this work, one that started with the human being rather than the product. What I learned is that people don't change because we tell them what to do. They change when they feel safe. When they feel seen. When they feel worthy. You can know everything there is to know about money and still not make the decisions that serve you, because money is emotional, and it is bound up with our sense of identity and our sense of enoughness.
Since then I've helped thousands of people around the world transform their relationship with money, and trained hundreds of coaches and financial professionals through the Money Narratives Clearing® Framework — for people who feel called to support clients with money while tending to their own relationship with it too.
This taster is where you get to experience that work for yourself, before you decide anything.