Wise Monkey Financial Coaching

Financial Life Planning

Once a month the Life Planning community get together in what they call a “Town Hall Teleconference” (originated in the US as you no doubt guessed) where practitioners from all over the world discuss their experience of Financial Life Planning. People share questions, client experiences and insights and support each other to build a vibrant Life Planning community.

I was privileged to be invited to be a guest speaker at the Town Hall teleconference in July 2013 to talk about how I’ve integrated Financial Life Planning into my work ...

Emotions of Money

My interview with Wired For Success TV, talking about my pioneering approach to helping people deal with their finances and tackle their
relationship with money. Boy, do I blink a lot!

You have the choice of watching a videoed recording or listening to a podcast of the interview.

Life after financial crisis

It’s fantastic to hear about how people’s lives change through working on their relationship with money. An inspiring review on Amazon recently told how reading Sheconomics, combined with some one-to-one financial coaching, transformed one woman’s life. She cleared her debts and is hugely excited about being back in control financially.

But the next stage is even more exciting - doing some financial planning to help clients achieve their big dream. Here’s three steps to get you started…

Easily avoid the hike in energy prices

I’ve made a short video to show you a step by step approach which helped me personally save over £100 a year on my gas and electricity bills, while avoiding future price rises for another 18 months. It’s easy and effortless - I promise!

For more help, check out the services I offer or read my book, Sheconomics.

Want to train to become a financial coach?

I’m still buzzing from our training last week, taking six trainees through our five-day Financial Coach Practitioner Certificate programme. We had a great mix of participants - including one who travelled from Mozambique to join us – and from different professional disciplines.

It was wonderful to work with Jude Kutner again, our training consultant who helped me turn my methodology, tools, resources and experience into a powerful experiential training that was interactive and fun. Everyone received focused feedback to enable them to build and consolidate their skills throughout the week. The feedback we’ve received has been incredible and I felt such immense pride seeing the transformation in each of the trainees as their confidence and skills expanded.

I’m very excited…

Financial Life Planning

Emotions of Money

Life after financial crisis

Easily avoid the hike in energy prices

Want to train to become a financial coach?

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