Services
Ongoing Services
Once your initial coaching or planning package comes to an end, these 12-month services help you build on successes, review priorities, and maintain accountability towards your longer term goals.
- ✔️ Offers accountability and encouragement between sessions, via email and WhatsApp
- ✔️ Keeps your financial goals front of mind—with regular check-in
- ✔️ Helps you navigate changes to income and spending, priorities, or lifestyle
- ✔️ Enables you to refresh your plan without starting from scratch
Why ongoing support?
One‑off support can spark change. But ongoing support helps you stay on track, through all the twists and turns of life.
That’s why I offer a range of ongoing services for clients who’ve already completed an initial coaching or financial planning package. (And in some cases, it may be suitable to move straight into ongoing support after a Life Balance Consultation.)
Whether you’re reinforcing new habits, adapting to life changes, or keeping your plan fresh and aligned, these services are designed to help you build on the momentum you’ve already achieved, not start from scratch.
No auto-renewals. No percentage-based fees
Ongoing services run for 12 months, and then stop. If you want to continue, you opt in again. It’s a conscious choice, not something you sleepwalk into.
Quarterly Coaching
4 x 60-minute sessions per year
£480
£40 monthly x 12 payments
The most popular option for ongoing support:
- 60-minute live coaching sessions, roughly every 3 months
- Recordings of your coaching sessions, if requested
- Email and WhatsApp support in between sessions
Monthly Coaching
12 x 60-minute sessions per year
£1,380
£115 monthly x 12 payments
Great for maintaining momentum, accountability and navigating multiple goals:
- 60-minute live coaching sessions, every month for a year
- 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
Ad-hoc Coaching
Single pay-as-you-go sessions
£150
Or £250 for 2 hours
Where you don’t feel the need for ongoing support or accountability, one-off sessions allow you to address specific topics as they arise:
- 60-minute or 120-minute live coaching sessions
- Recordings of your coaching sessions, if requested
Annual Financial Planning Review – Individuals
2 x 60-minute planning sessions
£480
£40 monthly x 12 payments
The best way to ‘lock-in’ regular updates to your financial plan:
- 2 x 60-minute live planning sessions as you approach your plan anniversary
- Ongoing access to VoyantGo, the lifetime cashflow modelling software
- Recordings of your planning sessions, if requested
- Email and WhatsApp support in between sessions
Annual Financial Planning Review – Couples
2 x 90-minute planning sessions
£600
£50 monthly x 12 payments
The best way to ‘lock-in’ regular updates to your joint financial plan:
- 2 x 90-minute live planning sessions as you approach your plan anniversary
- Ongoing access to VoyantGo, the lifetime cashflow modelling software
- Recordings of your planning sessions, if requested
- Email and WhatsApp support in between sessions
Quarterly Coaching & Planning – Individuals
4 x 60-minute sessions per year
£720
£60 monthly x 12 payments
Great for combining regular coaching and planning to maintain momentum and accountability towards multiple goals:
- 60-minute live coaching and planning sessions, roughly each quarter
- Ongoing access to VoyantGo, the lifetime cashflow modelling software
- Recordings of your coaching and planning sessions, if requested
- Email and WhatsApp support in between sessions
Quarterly Coaching & Planning – Couples
2 x 90-minute planning sessions plus 2 x 60-minute coaching sessions
£840
£70 monthly x 12 payments
Great for combining regular coaching and planning to maintain momentum and accountability towards multiple goals:
- 60-minute / 90-minute live coaching and planning sessions, roughly each quarter
- Ongoing access to VoyantGo, the lifetime cashflow modelling software
- Recordings of your coaching and planning sessions, if requested
- Email and WhatsApp support in between sessions
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.
GroWiser Financial Coaching is a trading name of Wellstech Financial Ltd. Registered in Scotland, company number SC491686. Registered address: 18 Knowesley Park, Haddington, East Lothian, EH41 3TB.
We are not regulated by the Financial Conduct Authority and will never recommend or provide opinion on the suitability of financial products such as pensions, investments, insurance contracts, or debt arrangements. We can help you understand your relationship with money and plan for your future financial peace of mind, but we are not a financial intermediary. If you need specific advice, you should seek the services of a regulated financial adviser or a regulated debt counsellor.
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