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Impact Planning & SDGs

Skillfully manage your daily finances, strategic investments, and long-term assets while ensuring your financial decisions align with personal values, social impact, and environmental sustainability. Select a sustainable development goal and develop ecologically sound financial plans that support your life goals and aspirations to make a positive difference in the world. This approach ensures that your financial plans are not solely focused on wealth accumulation but also on achieving meaningful and fulfilling life objectives

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Know Yourself

Discover your values and talents. Align your universal and benevolent values with your talents and passions. Identify a purpose to use them to serve others and improve your world.

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Find Your Tribe

Join a community of like minded people aligned with your vision for change. Plan for financial security, to give you time to invest in building your social network.

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Change Your World

Collaborate to create a social return on investment in the area you care about. If not you, then who? If not now, then when? I have just the Game Plan for you to be the change.

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Your Game Plan for Change

To create a truly meaningful and impactful financial plan, it is essential to start with a deep understanding of your core values. Aligning your life goals and financial plans with these personal values ensures that the financial strategies we develop are not only effective but also deeply fulfilling.

A financial plan rooted in personal values resonates more profoundly, providing motivation and clarity. When you see your finances as a reflection of your core beliefs and aspirations, you are more likely to stay committed to your plans and make informed decisions.

As the Financial Life Coach, I specialie in innovative lifetime cashflow planning. As your financial planner and impartial ally, I guide you through every aspect of your financial journey, without acting as an intermediary.

Impact Planning Service

  • Align your financial plan to support the social impact or environmental change you want to see in the world.

  • MyGame Plan covers everything, from investment to retirement and estate planning, ensuring your financial decisions also reflect your values and desired impact.

  • For regulated investments, I coach you for DIY approaches to sustainable and sociall responsible investing or guide you towards suitable wealth managers.

My Unique Approach:

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1

Inclusive Strategy:

  • I cater to a diverse clientele, including those managing smaller sums or preferring self-direction.

  • My services extend to  assets like properties and international investments.

2

Innovative Framework:

  • I focus on creating new financial streams of income, providing a holistic approach rarely found in traditional advice firms.

  • I identify your productive assets, leverage entrepreneurial opportunities, and create a sustainable livelihood.

3

Asset Strategising & Liability Forecasting:

  • My expertise in forecasting and strategising transforms your financial goals into achievable plans.

  • Learn how to invest where there is a clear commitment to environmental, social, and governance (ESG) criteria. 

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