Get in control, feel confident and make a plan
Are you ready to get a handle on your money, be super clear about what you’re spending, why you’re in the financial position you are and learn how to get yourself to where you want to be?
Work with me in the VIP Money Makeover Movement for 10 weeks one to one and I’ll change the way you look at money forever.
Over the course of our VIP programme we’ll cover the following :
Budgeting and goal planning
- How to budget (with and without a spread-sheet!)
How to gain insight into your spending habits
The 10 Steps to creating a budget and sticking to it
Learn techniques on how to change your behaviour with money (key to creating good habits)
How Money apps can help you
Pros and cons of different strategies to pay off debt
An action plan to help you on your way to creating a rockin’ budget plan
Money Habitudes Quiz – Improve your relationship with money
- Online Quiz followed by a 1 hour coaching session to discuss your report
You will be sent a Money Habitudes Quiz to complete online
Fun and easy way to understand your money personality
Help you think about new ways to think about money
Identify the 6 most common patterns and habits with money
You will then be sent a personalised outcome report to help you understand the relationship you have
Identify the positive things about your money habits
Understand the challenges your own habits give you
Identify ways to improve your money habits
Money Mindset – Discover your money blocks
- Discover what money blocks you have and how these affect your relationship with money
Improving your emotional relationship with money and barriers to financial success
Improve your personal relationship with money, maximise your earnings potential and increase your confidence with money
Understand where your belief systems come from and how you can reframe these
Begin to change your behaviours
Personalise Money Mindset action plan
Pensions and Retirement planning
- Provide you with confidence about financial products
How to plan for a secure financial future
Understanding different options offered by your employer
Goal setting exercise for future planning
How much do you need to be saving?
What are pensions? An educational session about different types of pensions
Assisting you in understanding your existing pension plans
Identifying other ways to invest for your financial future
Helping you understand the state pension system and how you can work out your entitlement
Investing, saving and loans
- Different ways to build up savings – short, medium and long term – The Fridge, Freezer, Larder approach
Helping you understand the Stockmarket
Helping you understand different types of investments
Understanding mortgages, loans, credit cards and debts
This coaching can be delivered either in person or over zoom. All zoom sessions will be recorded. After each session, you will receive a personalised action plan along with any links to websites/podcasts/exercises.
The investment for these 10 weeks of coaching is just £797 if paid in full. Payment plans are available.
To apply to be selected for this coaching, email me and let’s talk.