Get financially fit, for life.
Reduce money worry and stress
I help simplify money management and demystify financial topics.
Enjoy more of what you truly love
I coach individuals to become more
intentional with their money.
Be confident in your financial future
I help reframe attitudes towards long-term financial and life goals.
To offer a simple analogy, think of a Personal Finance Coach like you would a Personal Fitness Trainer, but for your finances.
I provide guidance and motivation to improve your financial health. I will work with you and act as your support and accountability partner to help you achieve your short- and long-term financial life goals, whatever they are.
While relatively new to the UK, in the US Financial Coaching is well-established and continues to grow as satisfied clients recommend it to friends and family.
In a study on the benefits of financial coaching, the US Government’s Consumer Financial Protection Bureau found:
“Access to financial coaching resulted in measurable gains in three areas: money management; objective financial health metrics like savings, debt levels, and credit score; and subjective feelings of financial confidence and financial well-being.”
Get ahead of the UK-curve and start your journey towards financial enlightenment and wellbeing today!
Working with a Financial Coach will be beneficial for many individuals at any stage of their life. Below are some typical statements from customers looking to start; do any sound familiar to you?
- I make it to the end of the month – just! – and I’m not quite sure where my money has gone
- I earn a good salary but I don’t feel I have much to show for it
- I want to feel empowered and in control of my own finances
- I’m saving towards my first home / dream wedding / world travels / early retirement and I want to get there as quickly & efficiently as possible
- I have debt that’s causing me stress and worry, and I’m not sure where to even begin!
- We are starting a family and we want to understand how to plan financially for our children’s future
- Money problems are affecting my relationships and I’d like to move beyond this and onto focussing on what matters most
Coaching is completely unique to each client’s situation and goals; however, here are some typical outcomes for clients:
- Feel empowered and in control of your own finances
- Repay debt in the quickest, most cost-efficient way
- Have more to show for your hard work
- Feel more secure about your financial future
- Accelerate saving for your first house / dream wedding / world travels / early retirement
- Identify and address detrimental spending habits
- Reframe negative feelings towards money
- Redirect money to areas you’re truly passionate about
- Reduce feelings of worry and shame around money affecting your relationships
- Receive financial education that can benefit generations
I offer both 1-hour Ad-hoc Consultancy appointments and a tailored Financial Wellbeing Programme featuring regular appointments. The latter starts with a free 15-minute, no-obligation introductory session to see if Personal Finance Coaching and my approach are a good fit for you.
I want to demystify personal finances and improve your financial wellbeing.
I provide a warm, non-critical and non-judgemental coaching style. Firstly, we’ll establish your financial goals and a vision of where you want to be. Then, we’ll look at your income, outgoings and spending habits and establish a realistic plan to start working towards your goals. We’ll discuss tangible techniques and tactics to help make your money work better for you. I’ll be your coach and accountability partner throughout your journey to better financial wellbeing.
See how I’ve helped change client’s lives for the better
Jordan helped me to establish my goals and review my shopping habits. With his invaluable guidance, I have learned to spend less in areas that weren’t bringing me joy and save that money towards a place of my own instead. He always has your best interests at heart.
Jordan gave us guidance on the available options to start saving and investing for our son’s future. We feel safe in the knowledge that he’s in a great position for his future education and beyond with the investment choices we’ve since made.
Jordan helped me put together a plan to save for a deposit on my first home and develop a confident and healthy relationship with money. I have learned how to manage my money and put it in the right place to build towards my financial goals.