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.
Invest in personalised, quarterly coaching and mentoring sessions
The Money Mentoring membership package is designed to help you build and maintain your longer term financial wellbeing. You can read more about the 5 factors of financial wellbeing here.
You may have completed the GroWiser Financial Coaching or Financial Life Planning programme. If so, you should already be feeling in control of your daily finances and have a clear path to your future financial freedom. Now it’s time to nurture and develop your financial wellbeing further.
Or perhaps you like the idea of taking it steady, with a more gradual approach towards building financial confidence. This option could be a less intensive, but affordable way to ‘get the ball rolling’. Quarterly meetings allow plenty of time to complete actions and learning, whilst maintaining momentum.
To a large extent, you will control the direction of travel for ongoing support and guidance. Then, using the five factors of financial wellbeing as a guide, we work together on a plan of continual education, self-awareness and empowerment.
Quarterly sessions are tailored to your individual circumstances. For example, if you have completed a journey of financial life planning, maintenance of your financial plan might be a key focus.
This membership service includes regular financial information, hints and tips. In addition, you have email access for high level questions. Combined with regular one to one sessions, this is a way to maintain momentum and keep on top of your finances. This service level is a monthly payment for as long a period as you wish to maintain quarterly meetings.
- per month
- per month
Financial Life Planning follow on 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 Institute 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.