May 9, 2019

The Money Circle


An Expert Money Coach in your pocket

Do you….

You lack confidence & you want clarity with your personal or business finances (or both!)

  • You want to get more 'grown up' about money
  • You want some reassurance that you are on the right path
  • You want to create a financial plan so that you know where you are heading at all times against your financial intentions and goals

You never feel like you have enough money and no idea where you are headed

  • You are always juggling your money
  • You want to learn how to have more money in your account, and be prepared for short term, medium term and long term financial goals
  • To have your finances organised and be in control of them

You want to change your savings habits (for life!)

  • You know you should be saving more money (perhaps even investing!) but don't know where to start
  • Having a calmer mindset to be able to control my finances and know how to budget correctly, and live within your means
  • Not associate money with worry or stress

Be supported by other women in your shoes 

Network with other women where money is not taboo!

I Understand

  • Your time is limited so you don’t have time to scan the 1000’s of articles about money
  • You’re likely to be a female business owner
  • Money feels complicated and overwhelming
  • You want convenience, confidence, and small achievable goals
  • You have no clear view of your full financial picture
  • You are not making good financial decisions
  • You are not taking action because of overwhelm and fear
  • You want support and advice from someone who has been in your shoes to help you change the habits you have that are not serving you
  • You want more income and a financial plan so you know where you are heading
  • You don’t want to be judged by someone in a suit who uses complicated jargon
  • You want to be wealthy in life and business
  • You want to be financially resilient to stand on your own two feet

Create a Financial Plan so you know where you are headed at all times

Helping you to create 30 day, 90 day, and 365 day financial plans so you know where you are heading at all times.

Small Steps, Big Wins, Let's Go!

Move from good intentions to taking action today, with simple steps you can implement without feeling overwhelmed.

All In One Place

No more scouring the internet for 1000’s of articles – find it all under one roof under the guidance of a qualified financial adviser.

Global Community

A global community of like-minded women who want to become wildly successful with their finances to stand on their own two feet.

Transform your financial past, financial present and financial future

Learn how to manage money, debts, save, and invest. Understand the complicated jargon. No more feeling stuck. Rewire your financial past, change habits that are not serving you, release your emotions around money and your own worthiness.

Keep you motivated

Within the circle there will be regular accountability sessions to help keep you motivated, focused, and to support you through every step. You will be part of a network of like-minded women who you can buddy up with for extra accountability.

We're going to give you less!

Yes, that’s right, less!

Because we believe that there is so much information out there about personal and business finance that it’s overwhelming.

We are going to help you financially flourish and set you on the right path to financial choice, freedom, security, and abundance.

We have your back. 

We promise absolutely no jargon and content rich with value with a feminine touch. 

group accountabilitY& MENTORSHIP

Live accountability Q&A calls with me & my experts. There will also be an opportunity for you to showcase your own business and collaborate with other female entrepreneurs if this is your thing.

easy to implement ideas

Practical and easy to use monthly learning bundles for you to implement in simple steps. 

Investing for Beginners Pensions VS ISAs

community support

A private Facebook community where you’ll find me, my experts, and your accountability partner. But also regular calls where you can chat about anything money related and not feel judged. 


About Catherine


Catherine Morgan is a qualified financial adviser, financial planner and coach. She is on a mission to change the financial services industry from one of complicated financial products to one that helps educate in simple language with no financial jargon (and no suits!). She is a firm believer that “more women need to take back financial control and be financially resilient.

Her mission is to create confidence for women to think and behave differently with money. 

What people say?

We went deep into my why, my relationship with money, and where I want to be. Catherine has helped me to stay focused, setting intentions/goals for our next call. I am now feeling more in control, focused, and aware of my spending. Best investment to help me financially forever.
Laura Moss
Catherine has helped to put me in a more empowered position to make decisions on my spending. She has introduced me to practical tools that inform me so that I have visibility where I was previously in the dark. I am feeling empowered and proactive for the first time. Having the support and accountability has been transformational. For the second month in a row I have added to my savings pot rather than dipping into my overdraft.
Caroline Doran