Helping you through change
Life is full of change. Sometimes we seek the change and sometimes it happens to us. Clearly defining what you want from this next phase of your life is an important first step. This will ensure that you build the life you want instead of life just happening to you. Money always plays a part in any change of life. You can’t implement change without knowing your financial situation. I can help you understand your finances and how they fit in with your life plan. If there is a gap, we can work out how you can achieve what you want and what your priorities are. Combining the two elements – life and money – is unique. You might work with a life coach to identify goals but lack the clarity around your financial situation. You might work with a financial adviser and not focus enough on your life goals first.
I offer three packages:
1. Life after work
Retirement is a significant life event, not only financially, it also comes with huge changes to our lifestyles, our social environments, and our purpose. Many people no longer see retirement as a short quiet phase at the end of their lives. On the contrary, they make plans, they want to travel, they want to start a business, or do something else that is meaningful to them. In addition, as we all live longer lives, many of us will spend a considerable proportion of our lives in retirement. It is therefore important to be prepared to ensure that you are ready for the transition and to get the most out of this part of your life.
a. Who is it for?
- Anyone who is planning their retirement, their life after work
- Anyone who is five years or less away from retirement
b. What’s included?
- 6 one-hour sessions of life and financial coaching
- Financial projections showing you different life scenarios and the impact of your options on your finances over the long term
- Email support in between sessions
c. What topics will we cover?
- This can be driven by you
- Typical topics include what your life will look like once you stop working, property ownership and downsizing, long term care, how to fund your expenditure and what level of expenditure you can afford
d. What does it cost?
- £1,100
- Additional sessions can be purchased at £150 per one-hour session
2. Life after divorce
Divorce is difficult. It is the end of a relationship and the end of a particular part of your life. However, it also means the start of something new. While we are in the process of change, we might find it difficult to plan ahead and really think about what we want the next phase of our lives to look like. I can help you take a step back, find your confidence and positive outlook again and look forward – to a new life, a life that you want and that fills you with hope and excitement. It is important to understand how your finances fit into this new life. Whether you have experience in managing your finances or not, together, we can ensure that you feel in control of your finances and that they align with your life after divorce.
a. Who is it for?
- Anyone who is going through a divorce or anyone who has just finalised a divorce
b. What’s included?
- 6 one-hour sessions of life and financial coaching
- Financial projections showing you different life scenarios and the impact of your options on your finances over the long term
- Email support in between sessions
c. What topics will we cover?
- This can be driven by you
- Typical topics include what your new life will look like, property ownership, work and other income options, understanding finances and how to manage them, funding your children, protecting your finances going forward
d. What does it cost?
- £1,100
- Additional sessions can be purchased at £150 per one-hour session
I am an Associate Member of Resolution
Resolution is a membership organisation for professionals that work with separating families. We subscribe to a Code of Ethics that promotes constructive ways of working. You can find more information here.
3. Seeking change
Do you feel stuck? Do you want change in your life but can’t make it happen? There are many reasons why we struggle to change our lives – you might not know what you want the change to look like, you might think you can’t afford the change, you might be afraid of or overwhelmed by the change. Whatever it is that is holding you back, working with me could make the difference. I can help you identify what you want from life, make sense of your finances, work through limiting beliefs and provide accountability to implement the change.
a. Who is it for?
- Anyone who is seeking a change in their life
- Anyone who feels stuck in life
- Anyone who struggles to implement the change they desire
b. What’s included?
- 4 one-hour sessions of life and financial coaching
- Financial projections showing you different life scenarios and the impact of your options on your finances over the long term
- Email support in between sessions
c. What topics will we cover?
- This can be driven by you
- Typical topics include what you want the change to be, how your changed life will look and feel like, how your finances match your goals and what you would need to do to fill any gaps, priorities, life values, purpose and meaning, step-by-step plan to implement your desired changes
d. What does it cost?
- £800
- Additional sessions can be purchased at £150 per one-hour session
