Financial Coaching Packages

Bring clarity to your financial life.

Our coaching packages will empower you to take positive action and build confidence with money. All are suitable for individuals and couples and no VAT is currently payable.

Focussed

“Financial Breakthrough Accelerator”
3-month programme

£165 monthly

(£425 up front – save £70)

Build your financial confidence with expert guidance and support. Customised coaching sessions are tailored to your unique financial situation, with email and text support as you work towards your goals.

  • Good for those who want a more targeted approach to financial wellbeing
  • Fix financial overwhelm with goal setting and action planning
  • Explore your behaviours and emotions around money
  • Master budgeting to spend smarter and save better
  • Secure financial protection for your family
  • Clear your debt, build your wealth
  • Learn about investing for the future
  • 3 x 60-minute live coaching sessions
  • Email / WhatsApp support between sessions

Holistic

“Financial Wellness Pathway”
6-month programme

£149 monthly

(£795 up front – save £99)

Bring clarity to your financial future with bespoke coaching sessions, expert guidance and accountability support. Empower yourself to master the practical, emotional and behavioural aspects of money.

  • Good for working on multiple financial priorities, with additional accountability support
  • Fix financial overwhelm with goal setting, action planning and ongoing encouragement
  • Explore your behaviours and emotions around money
  • Achieve financial harmony with your partner
  • Master budgeting to spend smarter and save better
  • Secure financial protection for your family
  • Clear your debt, build your wealth
  • Build your investment and pensions knowledge
  • 6 x 60-minute live coaching sessions
  • Email and WhatsApp support between sessions
  • Fortnightly accountability check-ins and guidance between sessions
  • 6 months’ access to MoneyFitt financial education programme with hundreds of articles, videos and infographics
  • Personalised Money Habitudes Report with detailed feedback on your financial habits

Comprehensive

“Financial Mastery Transformation”
9-month programme

£179 monthly

(£1,495 up front – save £116)

Transform your financial future with this immersive and bespoke coaching and mentoring experience. Achieve significant and sustained change towards a balanced life and a bright financial future.

  • Good for a total money makeover with a view to long term financial security and freedom
  • Fix financial overwhelm with goal setting, action planning and ongoing encouragement
  • Explore your behaviours and emotions around money
  • Achieve financial harmony with your partner
  • Master budgeting to spend smarter and save better
  • Secure financial protection for your family
  • Clear your debt, build your wealth
  • Master your investments and pensions
  • 9 x 60-minute live coaching sessions
  • Email and WhatsApp support between sessions
  • Fortnightly accountability check-ins and guidance between sessions
  • 9 months’ access to the MoneyFitt financial education programme with hundreds of articles, videos and infographics
  • Personalised Money Habitudes Report with detailed feedback on your financial habit
  • Bespoke video message to summarise each session
  • Full review of your cash savings to maximise returns with cash management platform, DepositSense
  • 9 months’ access to financial planning software “HapNav” to help visualise your future

If you’re unsure which programme is best for you, a great way to begin is with a standalone ‘Money-Life Balance Consultation’ at £145 for 90 minutes. This will bring clarity to your financial and life goals to help inform the best package for you.

Don’t worry about complicated financial jargon and it doesn’t matter how much or how little savings you have now. There are no minimum requirements for financial coaching.

Whether your priority is budgeting, saving and investing, protecting your family or just understanding your situation better, your starting point is to understand your overall situation and to set clear goals.

You’ll enjoy a range of exercises and questionnaires to understand more about your emotional relationship with money. Or you might prefer to get straight down to practicalities, with actions to improve your savings and investments, retirement planning, spending plans and debt reduction. Work is tailored to your unique situation, so why not book a free initial chat to find out more.


Featured in our Holistic and Comprehensive programmes:

Money Habitudes logo

Discover your unique money habits and attitudes with this interactive and fun game from Money Habitudes. A detailed 23-page report will highlight the positive aspects of your relationship with money, together with ideas for further discussion.

Life is better when we’re financially fit, so build your knowledge and confidence with this financial education programme. MoneyFitt’s services help you cultivate good financial habits and make better financial decisions. With hundreds of articles, videos and infographics, you can work through the topics that relate to you at your own pace.


Featured in our Comprehensive programme:

If you have cash savings, we can help you obtain the best rates of interest and the highest level of protection from the Financial Services Compensation Scheme (FSCS). A full report from DepositSense will help you get the best deals from the whole of the UK market.

Take control of your finances and unlock the power of personalised financial planning. The Happiness Navigator, combined with Open banking integration enables lifetime cash flow projections, so you can make better-informed financial decisions. Visualise your financial future and gain confidence in your long-term finances.