I’m Alan, a financial planning coach.
A financial planning coach based in Woking, Surrey, UK
Turning Your Financial Stress into Financial Happiness
Transforming Lives, One Financial Plan at a Time
I started Financially Happy Coaching with a simple mission: to help people find joy and fulfilment through financial well-being. I discovered the transformative power of financial happiness after years of navigating the ups and downs of personal finance.
Doing Good While Doing Well
Before (and still now) founding Financially Happy Coaching, I had a fulfilling career in the charity sector, working with esteemed organisations like CARE International and CAFOD. The experience was enriching but also eye-opening. It revealed the unique financial challenges faced by those who dedicate their lives to doing good—modest salaries, squiggly careers = numerous pensions and the constant juggle between fulfilling work and financial stability.
This led to a new mission: to help people in the charity sector and beyond find the balance between having an impactful career and managing money well. Whether you’re looking to untangle the web of pensions and savings from a varied career, needing a plan in place or contemplating a career pivot, I’m here to guide you.
I aim to take the stress and guilt out of personal finance (make it fun and exciting!), empowering you to live your rich life now and making paid work optional one day. You don’t have to feel guilty about earning money; you have to know how to manage it well for a long and happy life.
The Financially Happy Philosophy
We believe that financial happiness is not just about numbers; it’s a state of well-being where money serves as a tool to achieve your dreams, rather than a source of stress. Our philosophy is built on four pillars:
Mindfulness 🌱: Being aware of your financial choices.
Sustainability 🌳: Making long-term beneficial financial decisions.
Flexibility 🤸: Adapting to life’s financial uncertainties.
Fulfilment 🌈: Achieving financial goals that bring joy and meaning.
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