Services

Financial coaching

From practical matters like understanding your position to helping you feel more positive towards money, financial coaching will give you the tools you need to become self-reliant.

  • ✔️ Achieve better money stability to feel calm, confident and in control
  • ✔️ Build a clear vision for your financial goals with tangible steps to get there
  • ✔️ Feel lighter, brighter, knowledgeable and optimistic about your financial future
  • ✔️ Move away from the feeling that your money is neglected and feel proud of a job well done
  • ✔️ Ensure that money is an enabler of fun and work towards your own definition of financial freedom

Money motivation when you need it most

If you ever find yourself lacking clarity on money matters, you’re far from alone. Many people regret financial decisions they’ve made in the past or feel weighed down by their monetary responsibilities. Financial coaching can help you to find a sense of balance and teach you how to be money confident.

With my help, you’ll learn how to manage your money behaviours and emotions, understand important matters like investing and budgeting, and use goal-setting and action-planning exercises to stay focused. There’s also an option to integrate financial coaching and planning if you want to address both short-term and long-term strategies.

You can start today: get in touch to discuss which of the packages below are best suited to you. If there’s a very specific topic you need to address, you can also request one-off, ad-hoc sessions at £150.00 for 60 minutes.

Focussed

3-session programme

£420
£140 monthly x 3 payments

A targeted package if you want to focus on one or two key areas of your finances.

  • 3 x 60-minute live coaching sessions over a maximum of 3 months
  • Recordings of your coaching sessions, if requested
  • Email and WhatsApp support in between sessions

Holistic

6-session programme

£780
£130 monthly x 6 payments

The most cost-effective package, offering in-depth guidance and support across multiple areas of your finances.

  • 6 x 60-minute live coaching sessions over a maximum of 6 months
  • Recordings of your coaching sessions, if requested
  • Email and WhatsApp support in between sessions
  • Regular check-ins providing accountability and guidance to ensure you stay on track
  • Personalised Money Habitudes report with detailed feedback on your financial habits
  • 6 months’ free access to MoneyFitt financial education programme with hundreds of articles, videos and infographics

Comprehensive

9-session programme

£1,575
£175 monthly x 9 payments

A longer-term partnership to set you up for lasting success and create real clarity for your future.

  • 9 x 60-minute live coaching sessions over a maximum of 9 months
  • Recordings of your coaching sessions, if requested
  • Email and WhatsApp support in between sessions
  • Regular check-ins providing accountability and guidance to ensure you stay on track
  • Personalised Money Habitudes report with detailed feedback on your financial habits
  • 9 months’ free access to MoneyFitt financial education programme with hundreds of articles, videos and infographics
  • Personalised summary notes and action points for each coaching session
  • Lifetime cash-flow modelling and a PDF copy of your Voyant financial plan
  • Bespoke video messages of key learning points to refer back to when completing tasks

How it works

Your road to an exciting financial future starts with just three simple steps, and you’ll benefit from my expert guidance and reassurance through each one of them.

Take me there

Start your journey

The first stage of the process is a conversation about the kind of guidance you’re looking for. Simply book a free 30-minute call at a time to suit you to begin.

Establish your aims

Next, you’ll have a discovery meeting to delve deeper into the specifics. This lasts 90 minutes and will give you some food for thought about what you really want to achieve.

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.

Are you a financial professional?

If you’re a financial adviser or planner looking to develop a coaching-led experience for your valued clients, you might just find the perfect partner in me. Learn how my training consultancy and partnership opportunities can bring deeper insight into your clients’ financial aspirations, habits and behaviours.

Tell me more
Free

Resources

For the times when you’d like to gain a little more financial wisdom and insight, I’ve made some useful resources available for you to use at your leisure.