Training as a Financial Coach – what’s it like?

Training as a Financial Coach – what’s it like?

It’s all well and good for me to tell you what my Financial Coaching Training course is like from my point of view, but the best person to give you a real insight is someone that has done it. I asked one of my trainees (who has just begun practicing as a Financial Coach) to tell her story. 

What made you want to become a Financial Coach?

I wanted to help others with their financial journey. Training opportunities were limited but through my research I found Simonne’s website and did a bit of reading around her philosophy and her work. The turning point for me was when I listened to her podcast and I felt like I was listening to a kindred spirit and it was then that I decided to train with Wise Monkey Financial Coaching. 

How did you feel when you arrived?

I was nervous when I turned up on that first day, I wasn’t really sure what to expect! Would it be all chalk and talk? Would I be able to keep up? Well, I needn’t have worried at all! Simonne was so warm and welcoming that all my fears and nerves just disappeared. 

What was involved in the training days?

We covered so much in the few days. I learned ...

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Could a money coach solve your money problems?

Could a money coach solve your money problems?

Flic Everett, 46, is in debt, has no pension and does not own her own property, so she put her trust in me to help her get a grip on her finances, and to improve her relationship to money. 

This article in the FeMail gives you Flic’s account of what she got out of our sessions and from the work she prepared in advance of us meeting. It also gives you insight into what goes on in a coaching session and some of the exercises I use.

Read the article here

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The gift of giving

The gift of giving

I want to share with you the most profound and inspirational story about one of my clients. She first came to see me just over 3 years ago, having inherited money and wanting to experience self-empowerment. Her wish was to do something with the money which was meaningful to her. To extract purpose and meaning from the money that was not entangled in emotional connections to money in her family. She was aware that over time her relationship with the money had become tense and uncomfortable, sometimes tainted by shame and guilt - she wanted to heal this along the way. 

I'm thrilled by the progress she's made. The way that her relationship with money has changed. How she has carefully and methodically selected the right investment approach, and advice, to have confidence that her money is working well for her and aligned to her goals and integrity. How she is gaining confidence in her understanding of the complex financial landscape. And is standing in her power in so many different ways. 

But, I'm especially proud of ...

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What the ELLE is Financial Coaching?

What the ELLE is Financial Coaching?

Having worked with clients in a coaching capacity for over 15 years now, I know that Financial Coaching changes people’s lives for the better. Often the reason for someone’s money problems is rooted in their relationship with, and attitudes towards, money rather than their knowledge and understanding of finance.

What I also know is that unfortunately the vast majority of people still don’t know that financial support outside of traditional advice exists. 

That’s why I was delighted when ELLE, the world’s best-selling fashion magazine, asked to come and experience a Financial Coaching session. 

You can read Alex Holder’s full write-up here: Meet the money doctor who will change your life

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My journey from financial adviser to coach - NextGen Planners Podcast Interview

My journey from financial adviser to coach - NextGen Planners Podcast Interview

I recently had the pleasure of being interviewed for one of the NextGen Planners Podcasts. 

If you haven’t heard of NextGen Planners, check it out. It’s a community founded by young financial planners, focused on creating an informal way for young advisers to share ideas, best practice and develop skills outside of the profession. Adam Carolan, one of the founders, asked me about:

•    My journey from financial advice to financial coaching 
•    How financial coaching differs from financial advice
•    The way I work and types of clients I work with
•    The training courses I offer
•    My advice to younger financial planners

You can listen to the full podcast, or just the part where I talk about my training. But, to save you time (it's a long one!), click below to read some of the key points of the interview...

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