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This page is designed to answer some common questions people just like you have asked me

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  1. What is financial coaching?

  2. Financial coaching is a personalised, collaborative approach to financial planning that focuses on helping individuals or couples achieve their financial goals. A financial coach typically works with clients to assess their financial situation, identify their goals, and create a plan to achieve those goals.

   

        Where are you based?

        I live and work daily In Haddenham and Thame. Most of my clients for coaching or long-term                      financial planning clients are in and around London and the South-East of England. I am happy to              see people in person or via video calls. I offer small discounts to clients local to Haddenham,                        Thame  and Aylesbury.

  1. What are the benefits of financial coaching?

  2. Some of the benefits of financial coaching include gaining a better understanding of your financial situation, learning how to set and achieve financial goals, developing a plan to pay off debt, and improving your financial habits and behaviours.

  3. How is financial coaching different from financial planning?

  4. Financial planning typically involves the creation of a comprehensive financial plan that includes investment management, retirement planning, tax planning, and estate planning. Financial coaching, on the other hand, focuses more on the day-to-day financial habits and behaviors of individuals and how they can be improved to achieve financial goals.

  5. What does a financial coach do? A financial coach typically helps clients identify their financial goals, assess their current financial situation, and develop a plan to achieve those goals. They may also help clients improve their financial habits and behaviors and provide accountability to help clients stay on track.

  6. How much does financial coaching cost?

  7. The cost of financial coaching varies depending on the coach and the services provided. Some coaches charge by the hour, while others offer package deals or ongoing coaching services. It is important to discuss pricing and services with a financial coach before engaging their services. My charges start at £50 per half hour and I run subscription services or offer discounts for block bookings.

  8. Who can benefit from financial coaching?

  9. Anyone can benefit from financial coaching, regardless of their income or financial situation. Financial coaching can be particularly helpful for those who are struggling with debt, trying to save for a specific goal (such as a down payment on a home), or looking to improve their overall financial habits and behaviors.

        What is financial life planning/transitions planning?

         Financial life planning is a holistic approach to financial planning that focuses on helping

        individuals align their financial goals with their overall life goals and values. The goal of financial                life  planning is to help individuals create a fulfilling and meaningful life by using money as a tool to          achieve their goals. Financial life planning involves a deep exploration of an individual's life goals,              values, and priorities. The financial planner works closely with the client to understand their                        personal vision for the future, as well as any obstacles that may be standing in the way of achieving         that vision. The planner then develops a comprehensive financial plan that aligns with the client's               life goals and values.

 

         Financial life planning differs from traditional financial planning in that it places a greater                                emphasis on the client's personal values and aspirations, rather than just their financial goals. It               also recognizes that money is just one aspect of a fulfilling life, and that true financial well-being              requires a balance of financial stability, personal fulfillment, and social responsibility.

        Financial life planning can be particularly helpful for individuals who are feeling unfulfilled or                      dissatisfied with their current financial situation, or for those who want to ensure that their f                      financial decisions align with their personal values and goals.

     

 

             It sounds like it would cost a lot? 

             The process is more intensive than coaching, and needs to be delivered by a Registered Life                        Planner. I am one  of 650 globally qualified to use this process. Here is the link to see my                                 information on the Kinder Institute website: 

           The cost will range from £3,000 to £5,000 but I then reduce your investment planning charges.                This should tell you how important and more valuable the plan is, over the investment                                    strategy.  For this you get around 10  hours of meetings but the most amazing clarity and road                   map for your life. 

       Where do you do this?

        I recommend these meetings are in person. That could be at my home in Haddenham or my office           in London in Bishopsgate, or indeed your home. I even run just one EVOKE planning session                       across  a week in Italy over the summer. Please get in touch for special pricing information on a                 highly-focused week transformation to money and life.

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