Personal Finance Coaching
and
Coaching for Small Business Owners
What I Offer
I offer financial coaching, either in hourly sessions or in packages.
By working with me, you’ll start to feel more in control of your money and your life. You can arrange an Intro Call with me to discuss the various options and see if we might be a good fit.
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Hourly Money Coaching
We’ll take time to deep dive into your short-term and long-term financial goals, and use proven methods to achieve them.
We’ll identify specific principals that you can use in every financial decision you make.
Priced at £65 per hour.
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Five Session Package - 5 x 60 minute sessions
Put your priorities centre stage by committing to transforming your finances. We can meet weekly for a month, or across a longer period.
This package is a real investment in yourself.
Priced at £275.
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Other Bespoke Packages
I offer other package lengths.
We can tailor you a specific package (example: 7 sessions to cover 7 areas that we identify in an Intro Call) or work for a set number of months.
Prices on longer packages are based on £55 per one-hour session.
Money Masterclasses for Universities
My Financial Masterclasses for University level students can be a half-day or full day, depending on class size. I’ll introduce the students to day-to-day budgeting and money management using the respected YNAB methodology and software. I’ll also take them through an approach to personal finance and wealth-building over a lifetime, and through the Profit First method of running a business.
Your students will leave the Masterclass with:
clear, proven and effective guidelines for financial success
approaches for both the short-term and the long-term
approaches for personal finance, and in business
a day-to-day budgeting system for the next year and beyond
The Masterclass can take place online, or in person. For more information, including pricing, please email me or use the Contact Form on this website.
Other Things To Mention
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You can book an Intro Call, free of charge.
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Every personal finance journey requires having a day-to-day budget that you use.
As part of your money journey, we’ll create a flexible spending plan, completely personalised to you, that works. And the best thing is, that same flexibility will allow you to make changes over the coming days and weeks, responding as life happens on life’s terms.
If you have a financial planning software that you already use, we’ll use that. If not, I’ll likely talk to you about using YNAB.
In my opinion, YNAB is the best budgeting app out there. As well as being an app, YNAB is a method (the Four Rules). The two things go hand in hand to transform your day to day experience of money.
YNAB is a paid service (at the time of writing, it is $99 per year, or approx £80, or approx EUR85). There is a 34 day free trial, which gets extended to 94 days if you are working with me as a coach. We’ll see if that price point works for you, and find an option that does.
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I am familiar with Profit First, Ramit Sethi’s approach, and Ramsey Solutions method. If those are part of your finance philosophy, YNAB works well with all of them, and I can support you in that.
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Yes. Contact me directly to discuss this.
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For every coaching session I do, I plant a tree in the Caledonian Forest through Trees for Life, as part of their mission to rewild the Scottish Highlands.