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financial coaching…

empowering people in money matters

How we can help

Financial coaching sessions will help you gain insight into what's behind your financial behaviour, clear some of the obstacles in the way of your financial success and enable you to feel better equipped and motivated to tackle financial challenges.

We'll help you focus on your goals and streamline your financial commitments so that your money - however much or little of it you have - really begins to work for you.

Click on the links below to see examples of the types of services we offer.

 

Sensible spending and better budgeting
Money worries plague some people day in, day out. Facing up to these concerns can be difficult: you may be locked into a cycle of spending from which you can't break free; or you might simply not be able to make ends meet with what you've got coming in. Whether you're a high or a low earner, Wise Monkey can coach you into new habits, so that the stress of these worries becomes a thing of the past.

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Financial Life Planning
Money means more than bank balances and spreadsheets. We can help you lead a richer, fuller life by helping you reveal and articulate your most profound aspirations. We'll help you nagivate through obstacles and show you how you can put in place the financial architecture to achieve your vision.

The Life Planning process involves a series of deep, open and honest conversations and exercises that enable us to collaborate in the creation of a vibrant and complete plan for your future. We are amongst a small number of individuals in the UK who have undergone intensive training and mentorship through the Kinder Institute.

..... [Read more about Financial Life planning]

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Money and relationships
Money is often a flashpoint for couples. You may be talking about joining your finances, or separation and divorce could be on the cards. Or it may simply be that your emotional relationship to money and your financial priorities are different to your partner's. Wise Monkey can facilitate your discussions, offering objective and expert advice so that, whatever happens, money issues never cloud the picture.

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Time for a financial health check?
Ever wondered how healthy or unhealthy your finances really are, but don't feel the need to visit a financial adviser? Wise Monkey can review your position and help you understand what you've got and what the gaps are. We will help you understand the differences between different financial products, such as investments, pensions and insurance. We can generically point out the benefits, disadvantages and implications of a course of action, although we cannot provide an opinion or recommend a product or course of action.

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Understanding financial products
Everyone seems to know the ins and outs of the latest mortgages, what stakeholder pensions are, and why ISAs are so good…except you. An hour with a financial coach can be enlightening - you'll learn about the pros and cons of financial products without any of the pressures of a sales pitch. We'll also show you how to do your own online finance research through the Your Money Advice Service website.

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We'll take the strain
Money savvy but time poor? You may be up on financial issues but, if you don't keep things in check, your accounts, budgets and plans can quickly suffer. Wise Monkey can tailor-make systems to keep you financially fit. We'll take your bank statements and analyse your spending, keep you up-to-date with the latest money-saving ideas, and we can even do your bookkeeping. In short, we'll do the work so that you don't have to.

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Let us be your sounding board
If you're thinking of buying a second property, investing some money or going freelance, it often helps to discuss the pros and cons with an expert. The trouble is, experts may have a hidden agenda or cost the earth. We don't. Wise Monkey can be your sounding board on anything financial - we'll highlight the things you need to think about, outline the different options available and equip you with further questions to ask. We cannot, however, provide an opinion or recommend a particular course of action.

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the path to financial freedom