Wise Monkey Financial Coaching

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...

WOW - Women of the World - Festival

Happy International Women's Day!

I'm getting really excited about taking part in the WOW Festival this weekend. I'll be there 3-4pm on Friday as part of a panel discussing risk, exposure and resilience. And also delivering a worksop 'Getting Personal with Finance' 3-4pm on Saturday, where I'll be taking women through the 7 Laws of Sheconomics and answering audience questions.

Passes for the festival are now sold out, but come and see me if you're there! @WOWtweetUK #WOWLDN

Does auto-enrolment apply to me?

If you're the only director of your own company, you don't have what the regulators call 'auto-enrolment duties'. That means that you're not obligated to pay into a pension contribution for yourself. But this doesn't mean that you can ignore the letters that come through the post.

All you need to do is...

sowing the seeds for financial success

This month our inboxes are overloaded with motivational messages, pinging at you like a hyperactive personal trainer: Lose weight! Get fit! Stop smoking! Start training! Write that book! Sort out your money! I'm advocating a calmer, gentler approach to achieving your financial goals; scaling down intentions to a manageable level. If you set yourself up to succeed, you'll be rewarded with an upward spiral of belief and trust in yourself.

Finances on separation

The process of divorce or separation forces you to make big financial decisions at a time of intense emotional upheaval. There is an urgent need for clarity, understanding and clear planning to ensure those decisions are made well, as they could have a big impact on your future.

The financial side of divorce can be a daunting process, especially as many of us struggle to understand where our money goes at the best of times. There may be financial issues – such as pensions, investments, debts or a family business – that you have never really understood, and now decisions need to be made about how to share these. Even apparently straightforward questions, such as ‘how much do you need to live on?’ are complex when on the cusp of a big life change.

Financial coaching provides support and guidance in understanding money, and so can be particularly helpful for navigating the financial aspects of divorce and facilitating discussions between couples.

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

WOW - Women of the World - Festival

Does auto-enrolment apply to me?

sowing the seeds for financial success

Finances on separation

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