Uncover Hidden Money Beliefs: The 3 Keys to Transforming Financial Outcomes
Discover A Proven, Psychology-Based Framework To Deepen Client Outcomes And Create Lasting Financial Behavioural Change
Transform your client conversations with our proven collection of powerful coaching questions that:
Uncover your clients’ hidden money beliefs that are blocking their financial success
Create breakthrough moments in your very first session
Help clients discover their true relationship with money in minutes
Guide meaningful conversations that lead to lasting change
Turn surface-level money discussions into deep, transformative insights
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Financial Coaching Webinar Masterclass Jan 2025 Replay
Training duration is approximately 1hr
Hey there, I’m Catherine
I’m on a mission to help financial professionals to explore the emotional side of money for better financial outcomes.
"You know those moments when a client isn’t moving forward despite your best advice? I used to feel that way, too, as a financial adviser of 17 years.
Until I discovered that human beings are driven by emotions 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.