The coaching is built around application. You learn the concept, think through the decision, apply it to your circumstances, record the work and discuss what needs to change.
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LIVE FINANCIAL PLANNING COACHING
Financial planning coaching. Work through your own numbers.
Live coaching that helps you understand your financial position, work through financial decisions and build a practical plan around your own goals.
WHAT COACHING MEANS
Guidance you can apply.
Financial planning coaching is different from simply reading about personal finance. You work through the financial planning process with live guidance, using your own income, expenses, assets, liabilities, investments, risks and goals.
Work with your own numbers
The focus is practical application rather than learning financial concepts in isolation.
WHAT WE WORK THROUGH
A structured financial planning process.
Financial discovery, cash flow and net worth, financial safety, risk management, goals, investment planning, asset allocation, financial decisions, retirement, tax and estate planning.
9 live sessions followed by monthly coaching support for one year.
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Connect the pieces
Financial decisions make more sense when considered as part of one connected financial plan.
WHAT YOU BUILD
From information to a plan.
The aim is to finish with a structured view of your finances and a personal financial plan prepared with you—not simply a collection of notes.
Notion material, worksheets and practical financial planning tools support the work between sessions.
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Review and implement
The plan should lead to actions and be reviewed when your circumstances change.
READY TO LEARN?
Understand the process.
Build your financial plan.
Explore the Financial Planning Course takes the concepts above and works through them with your own numbers in live coaching.