Services

30 Minute Coffee and Conversation

Session structure:

This is a 30-minute discovery call to discuss your financial situation and any issues you are looking to resolve. We won’t need any specific information for this call but together we will work out if you could achieve one positive financial outcome, what would that be?

The benefit to you:

Understand how a personal financial coach can help you
Understand the coaching process 
Gain clarity on your main concerns
Find out if I am a good fit as your money coach to support you on your journey to becoming financially free

Duration:

30 minutes

Your 'Aha' Moment

Session structure:

This initial session for has been designed for clients who want guidance on what their current personal finance position looks like, so pre-meet paperwork will be required. We can make this happen face to face, by phone or Skype/Zoom call, whichever suits you best.

The benefit to you:

You will leave with a clear plan on how to control your money with confidence
You will be able to off-load all the money thoughts that are whirring around in your head by putting down on paper a plan with structure and accountability
A sense of clarity of your financial situation will be achieved
You will feel more organised 
Key actions will have been identified for you to undertake 
You will learn main areas of financial focus

Duration:

3 hours

Financial Wellness Programme

Session structure:

As with the Standalone Strategy Session, this is designed for clients who want guidance on what their current financial position looks like. Paperwork will be required before we start the session either face to face, by phone or Skype/Zoom call, whichever fits around your schedule.

We will have weekly 121 sessions to set actions and track your progress and you will receive ongoing email support during the programme.

The benefit to you:

You will leave with a clear plan on how to confidently control your money
You will be able to take all the money worries and thoughts in your head and put them to paper to create a plan with structure and accountability
A sense of financial clarity will be achieved
You will be better organised 
Key actions will be identified for you to move forward positively 
You will learn the key areas of clearer financial focus
Throughout the programme duration you will be fully supported 
We will develop an individual lifestyle spending plan
We will have weekly, then bi-weekly review and refocus calls
You will receive month-on-month support from me to keep you focused on progress, not perfection; this is a process not an event

Duration:

3-month package – weekly calls in month 1, bi-weekly calls in months 2 and 3

Financial Growth Programme

Following on from my Signature Programme, the Graduate Signature Programme offers continued accountability and provides you with the tools for financial growth, as you continue to manage your finances and level up your income, lifestyle and goals. 

The benefit to you:

Quarterly phone or video calls or face to face meetings
You will receive ongoing email support 
You will learn continued accountability and growth within your finances 
You will develop new goals 
We will create a tailored Individual lifestyle spending plan
You will create an abundance mindset
The month on month support keeps you focused on making positive progress

Duration:

90-minute quarterly sessions

Financial Freedom Programme

Session structure:

The VIP Programme is specifically designed to deal with the most complex financial cases and means that only one case at a time can be supported. Clients who are likely to have personal debt in excess of their annual income are best suited to this programme and are in serious need of a financial life coach to support them through their financial overwhelm.

The benefit to you:

We will have weekly 121 sessions; face to face, by phone or video call
You will receive an Individual onboarding package
You will be supported through a high level of hand holding and accountability
Goal planning will be undertaken
Unlimited email and call access are available to you 
I will be your professional money mindset coach to bounce ideas off; a cheerleader to recognise and celebrate your successes 
The month on month support I offer keeps you focused on your progress towards financial freedom

Duration:

Weekly support, 6-month package

UK FINANCIAL COACHING

If you want to master your money contact Rachel Rowley