Financial Life Planning
Plan your way to
Wealth, health & happiness
How would you like to create wealth in every area of your life?
The #1 way to get what you want is to have your own life and financial
Are your current actions leading to the future you want?
Maybe you have hit a midlife slump and are ready for a change
Possibly your struggling with money and cant see when retirement will be possible
Potentially you have a lot of plans but no idea how to make them happen
Perhaps you lack the clarity and confidence to make real changes
Step into life's fast lane
Accelerate progress towards your
health, wealth and happiness goals with your very own
Life and financial GAME Plan
Picture this – you have created all the money you will ever need to live the lifestyle you have always wanted
Imagine what it would feel like not worrying about money any more
What if you were able to make work optional far sooner than you thought possible
If these sound appealing then you would probably agree you need a plan to make it happen.
Making change happen
even when you feel you have tried everything
Maybe you have some false beliefs that continue to hold you back:
Money is the root of all evil and cant make you happy
You have to have money to make money
You have to be an investing wizard to make money
You have to sell your sole to make serious money
I don’t have the time, energy or money to try anything new
But I’m not an entrepreneur and don’t know the first thing about starting a business!
How many of these beliefs are actually true?
And how many of them are actually helpful to you?
Most likely ZERO
What will you get working with us:
Dedicated time to look into your life and financial goals in a safe, confidential and relaxed environment.
These are some of the outcomes we help our clients work towards
Optimise your savings and investments
Increase your earning potential by figuring out what needs to change in your current skills.
Helping you create additional sources of income from your skills and experience
Better money management
Avoid the big money mistakes.
Detox your finances
Manage your money better stopping the leaks and finding better deals
Reducing your costs by up to 35%
Save more of your time
A clear plan to achieve what’s important to you asap
Help you to prioritise what really matters and avoid what’s not
Take away the pain of money worries
Reduce your anxiety with a clear plan.
Eliminate the feeling of life drifting away
Designing with you a clear strategy to achieve what’s important
Finding your work life balance
Clarity on what to do next eliminating fatigue and procrastination
Eliminate the stress of
Sleepless nights worrying about what should you do next or where will I find the money from.
Anxiety about how you will ever achieve and afford the life you want
How you will ever pay off your debts or save towards your goals
Feel more relaxed
About how you will achieve what’s important to you.
Boosting your self confidence, knowledge, mindset and behaviours to reach your goals.
Help you identify ways to capitalise on your strengths and manage your weaknesses.
Simplifying your life by
Helping you discover what’s holding you back and find the motivation to move forward
Creating processes and habits to reach your goals.
Keeping you focused and on track.
Feeling healthier and more alive
Able to concentrate on the good things in life now that your life and money has been planned.
Get on with the things that make you feel alive
Achieve more of what’s important for you now that you are clear on your life priorities.
Find balance in your life.
Spending more time with friends and family
Helping you have a more considered work-life balance.
Visibly more confident and relaxed about your life and finances.
Becoming your own financial ally to make better life and financial decisions.
Our FInancial Life planning process
Exploring & clarifying lifestyle goals
What would you really like to do with your life, now and in the future?
Would you like to travel, start a family, buy a house, change career and ultimately make work optional?
What career, health, relationship and lifestyle goals do you want to reach?
What would you like your money to achieve for you?
What daily, weekly and yearly habits or actions need to happen to reach your goals?
What internal and external obstacles might you encounter and how will you overcome them?
Taking action & overcoming road blocks
Managing & creating the funds you need
What aspects of your financial management are working and not working for you?
How could you use your skills, resources and contacts to create another income with your own business plan?
Could your money be working harder for you? Are you able to cope with any bumps in the road?
Are you using your money to get the maximum return on life?
Implement your plan
Review and revise what’s working and what’s not to reach your ultimate lifestyle goals
Execute your plan:
Make it happen
With our guidance THE G.A.M.E PLAN is going to give you clarity and direction on your goals the actions, means and execution you need to make them happen. Supporting, guiding and inspiring you.
Life and Financial Planning is for you if:
You’re tired of treading water and being broke.
Confused by how best to manage your life and money.
Frustrated by your lack of progress towards important goals.
Want to start investing for your future but don’t know where to start or are afraid of making the big mistake
Would like to feel confident you are heading in the right direction
Want to look forward to a bright life and financial future for you and your loves ones
Its not for everyone though if..
You don’t want to take any responsibility or action yourself; you’re going to sit there and wait to be spoon-fed.
You’re looking for product or hot investing tip to get you out of your situation.
You don’t want to be challenged to grow in anyway.
You want someone else to come up with all the answers to your problems
Based on our tried and tested GAME Plan process we have 3 planning solutions
Financial Freedom starter programmeA 4 step programme where you will go from financial stress and limitations to creating abundance and mastering your money mindset.
Well do this by getting you financially organised, identifying your limiting beliefs around money and replacing them with empowering thoughts as well as proven methods to become financially happy.
£495 for full package
Get financially organised & detox your finances
Understand how much is enough to be financially happy and how to get there
Start investing and building assets
Get out of debt
Avoid the big financial mistakes
Make a plan to never run out of money
Get a better return on your money
4 x 60 minute sessions
Make your money back in weeks
Email contact and learning exercises between sessions
A LIFE and FINANCIAL
An 8 step planning programme to build the life you want. Taking you from life and financial inertia to clarity on your best life and how to get there.
We'll do this through our GAME Planning process. Identify your goals, Actions needed to reach them, overcoming obstacles and how to manage and create the resources you need to make it happen.
£995 for the full package
Get a better return on your life and money. Discover what your purpose is
Clarity on your Life and financial road map to create wealth in every area of your life
A step by step plan to achieve your most important goals, life satisfaction and a worklife balance
An 8 step business plan to create an asset worth £50,000 or more in 3 years or less
A block buster road map to overcome all your obstacles
An accountability partner and financial ally to keep you on the road to success.
A minimum of 6 x 90 minute coaching and planning sessions
Email contact and learning exercises between sessions
Pay as you go 121 planning sessions
Still not convinced
Then I guess you have 3 options
1. Carry on as you are and get what you have always got
2. Wait for your luck to change (luck is not a plan though)
3. Set up a free call and see what life and financial transformation looks like
With life and financial planning you will avoid many of life’s dead ends and accelerate yourself towards health, wealth and happiness .
The planning process will help you overcome roadblocks, answering many of the questions that are holding you back.
What are you waiting for?
Book your financial planning call below
What you will get on your financial planning call
Examples of topics covered
Set up your 60-minute financial planning call here for £49.
We conduct financial planning calls on Thursdays and Fridays.
Once the payment is received we will send a Calendly link to set up your appointment by ZOOM.
A safe space to talk about you and your money. What’s going well, not so well and what you can do about it.
A quick overview of the actions you could take to improve your finances right now. Including ideas to help you save, create and invest more of your money to reach your favourite future sooner.
Increase your financial knowledge and confidence
Explore where you need to find more balance between your health, wealth and happiness
Find out more about the financial planning process and how it can help you reach your health, wealth and happiness goals.
An overview of your options to create passive income that makes work optional one day
Ideas how to overcome your greatest blocks and challenges preventing you moving forward.
What’s your greater goal in life, what change do you want to make in the world? What role will your money play in achieving that?