Supporting your financial and personal growth
When it comes to sorting out your life and finances, there’s no need to overcomplicate things. The simple steps outlined below represent a tried-and-tested framework to feel lighter and brighter about your financial future.
Remember, though, that this is your endeavour, which means you’re in charge. If you feel you’d like additional guidance, or want to do things slightly differently, get in touch and let’s make it happen together.
Step 1
Start your journey
The first stage of the process is a conversation about what we could achieve by working together. Simply book a free 30-minute call at a time to suit you to begin.
This is our “chemistry meeting”, to make sure you click with me, and vice versa. Regardless, there’s no obligation to sign up for any further services at this stage.
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Step 2
Establish your aims
If you decide to take things further, we’ll delve more deeply into what a successful outcome would be for you. This lasts 90 minutes and will bring real clarity to your priorities in life, whilst shaping how we can best work together.
You’ll be invited to complete a simple exercise, which is designed to help you re-evaluate your priorities. Armed with this information, you’ll be able to make an informed decision about your next move.
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Step 3
Choose your path
The services available to you through GroWiser fall broadly into two areas: financial coaching and financial planning. All you need to do is pick the programme that’s right for your needs, which in some cases, might involve a blend of coaching and planning.
In some cases, it may be appropriate to opt for one-off sessions on an ad hoc basis, too. It’s about finding the solution that will help you find lasting confidence and happiness.
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