Take control of your financial Life
You can achieve Financial Freedom - let's work together to make it happen.
You don't need expensive Financial Advice, you can do it yourself with a coach
(well if your affairs are really complicated you might but we can discuss that).
We can work together to get you clear on what you really want your life to be.
We can work out what you need to do to get there from where you are now.
Financial Planning is what I so do so I can help with questions you may have.
We can work together as a one off or a series of sessions and/or have regular reviews to celebrate your progress and/or make any necessary changes.
"Money is a great servant but a bad master" - Francis Bacon.
Show your money who's boss.
Get your money working for you not the other way round.
to arrange a FREE 15 minute discovery call to see if we're a good fit and if you feel it would be helpful to you for us to work together on this.
Like a Personal Trainer for your body, a Financial Coach can help you to improve your Financial Health.
Do you have a nagging feeling that you really should sort out your finances but you don’t know where to start or just can’t seem to get to grips with it?
You are not alone. We all put so much time and effort into earning money yet many of us don’t take the crucial step of getting that money working for us.
We are not educated at school or indeed at home unless we're lucky, to manage our finances so most of us struggle with this important life skill.
Financial Coaching is not Financial Advice (which advises on products) but it could be more empowering as you learn what you need to take control
of you own financial destiny e.g how pensions, investments and tax work, how much money you need for the life you want and what to do to get there.
There are now plenty of apps available where you can set up a pension or investment yourself but you could probably use some help getting started.
A Financial Coach helps you get control of day to day finances, focus on what you want your future to be and formulate a realistic plan to get there.
This can then be supported with regular check ins, if you feel that would be helpful, to celebrate your success and/or make any necessary changes.
You don’t have to wait until you have achieved your goal to gain Financial Peace of Mind, knowing you are working your plan means you can then forget about it and get on with enjoying your life. Give it a try - you may be surprised at how good it feels to get in control of your own financial destiny.
Money doesn't have to be stressful - it's a powerful tool to get you the life you want - once you know how money really works.
"It was really useful to talk to Cathy about my finances - she has a good understanding of the purpose of money and takes a balanced view about helping people decide what they want to do about it. It really feels she gets to know her clients and understands their priorities" Anne S, early retiree and yoga instructor with an interest in Impact Investing.
"No amount of clothes would be worth giving up this great feeling for" - RK, compulsive clothes buyer once she found out how great it feels to choose and control where your money goes and so have some left at the end of the month.
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I really would be happy to have a 15 minute chat with you with no obligation or cost to you to book a time.
BSc, PG Dip, Dip PFS
As a Certified Financial Coach, backed up by a number of years’ experience as a Financial Advisor and also as a Counsellor (and being diploma qualified in both), Cathy is perhaps uniquely qualified to provide you with not only the practical guidance you may need to sort out your finances (setting a spending plan, investing, retirement planning etc) but also the listening skills and intuition to help you to identify and clear the mental blocks to prosperity that we all have that may be getting in the way.
As a Financial Coach I can help you to
get control of your day to day finances,
focus on what you want your future to be
and formulate a realistic plan to get there.
This is not Regulated Finacial Advice.
They can advise you on products but won't help you with your relationship with money.
Get some clarity and peace of mind.
Financial Wellbeing in the Workplace
Small group sessions enabling employees to increase their Financial Wellbeing.
Financial worries are the number one source of stress so relieving them has a positive effect on morale and productivity.
Can be tailored to your own benefits package.
Learn how to get the best from your money.
Are you coping with the loss of a loved one or maybe preparing to lose
someone you care for?
It helps to have a safe place where you can deal with your feelings and needs.
With hundreds of hours of counselling experience, much of it in Bereavement, including pre-bereavement at a hospice,
I would be happy to provide this for you
Wokingham in Berkshire
Tel: 07543 045 247
Live a life you love...
... in Financial Freedom
Nothing on this site or in any of our interactions in any form should be construed as Financial Advice. I will never tell you to take out any financial product nor cancel or vary any you already have. Serentiy Lifestyle Planning Ltd trading as My Financial Coach does not acccept liability for the consequences of any of your actions after using our services. My aim is to inform and empower you as you take control of your own life and finances, you don't need anyone to tell you what to do, you make your own choices, you got this!