Financial Wellbeing

Financial wellbeing is made up of five factors:

1. A clear path to identifiable objectives

2. Control of daily finances

3. The ability to cope with financial shocks

4. Financial options in life

5. Clarity and security for those we leave behind

Ongoing coaching and mentoring can help maintain the momentum of any initial work we do. Continue to build a deeper awareness of you and your finances and achieve a rounded sense of wellbeing in the five areas listed above.

Invest in personalised, quarterly coaching and mentoring sessions for continued growth and self empowerment.

Step 1

Begin with a free, 30 minute virtual meeting to find out more about GroWiser Financial Coaching and whether it would be a good option for you. Learn more about how coaching differs from advice and what you could gain from the experience.

Step 2

If you decide to continue, the next step is a longer meeting to discover what’s important in your life and really pinpoint exactly what we should work on. This 90 minute ‘Discovery Meeting’ is also at no cost to you, although you will be asked to do a little preparation beforehand. Once you feel comfortable that we can work together in more depth, you can decide how you’d like to proceed.

For many, the next step will be to enrol in the Money Coaching and / or the Financial Life Planning programmes. This will really help to achieve the first factor of financial wellbeing – to create a clear path to identifiable objectives. But perhaps you have already achieved this and you may wish to move straight to an ongoing programme of coaching and mentoring.

Step 3

To a large extent, you will control the direction of travel towards your own financial wellbeing. Using the five factors described on the top left of this page as a guide, we will work together on a plan of continual education, self-awareness and empowerment.

This is achieved with quarterly sessions, which will be tailored to your individual circumstances. For some, coaching may work best, for others it will be mentoring with a higher focus on guidance and teaching. For those who have embarked on a journey of financial life planning, it could be more about the maintenance of your financial plan.

This is effectively a retainer service, so it’s a monthly payment for as long a period as you wish to maintain quarterly meetings.

Financial Wellbeing programme for individuals
  • per month
Financial Wellbeing programme for couples
  • per month

The Financial Wellbeing Book

The five factors of financial wellbeing are taken from this superb book by author, Chris Budd, who is also founder of the Initiative for Financial Wellbeing.

Proceeds from the book are donated to the Penny Brohn UK charity, which helps people with cancer find balance in their lives.

Find out more about the book here.

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