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Financial 

Life Coach 

Designing Tailored Financial Strategies for Total Well-Being

Financial well-being is about more than just numbers. It’s about peace of mind and living your best life. That’s why we design personalised strategies that focus not only on your finances but on your overall well-being. Why settle for the basics when you can have a plan that’s as unique as you? We’re here to help you create a financial strategy that supports your entire life, giving you the confidence and clarity to enjoy the journey. Let’s work together to build a plan that’s truly tailored to you.

Done For You & Done With You!

Gravel Road into the Forest
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At Financial Life Coach (FLC), I offer a top-notch suite of personal services tailored to meet your financial and life planning needs—one-on-one, just for you. With decades of industry experience, a commitment to holistic empowerment, and a passion for making financial planning accessible to everyone, I’m here to ensure you get the support you deserve.

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Why should top-tier financial planning be reserved for the elite? Whether you prefer a “done for you” or “done with you” approach, I’m ready to help you get sorted and achieve your financial goals. Let’s work together to create a plan that’s as unique as you are.

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Holistic Financial Planning:

A comprehensive service that goes way beyond your typical financial advice. I dive into your life goals, aspirations, and challenges to make sure your financial strategies align with your grander life vision.

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Key Benefits:

  • Tailored Strategies: Financial plans that actually resonate with your personal life goals. Imagine that!

  • Deeper Insights: A real understanding of the financial implications of those major life decisions. Because who wants to be blindsided?

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Whole of Market Cash Management:

I make sure your cash reserves are fully protected under the Financial Services Compensation Scheme (FSCS) while squeezing out every growth opportunity with Deposit Sense.

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Key Benefits:

  • Full FSCS Protection: Your savings are safe and sound, no worries here.

  • op Interest Rates: Get the best returns possible, because your money should work as hard as you do.​​

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Business Financial Planning:

For clients with business assets, I offer specialised services to align your business goals with your personal financial objectives, ensuring everything grows in harmony.

 

Key Benefits:

  • Tailored Strategies: Boost business profitability and sustainability because your business should thrive, not just survive.

  • Integrated Finances: Seamlessly blend your business finances with personal financial goals. Let's get all your money working together.

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Lifetime Cash Flow Forecasting:

Using Voyant's state-of-the-art analytics, I whip up detailed and actionable financial forecasts to help you tackle life's uncertainties with some actual confidence.

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Key Benefits:

  • Accurate Predictions: Safeguard against those unforeseen financial curveballs. Because who doesn’t love a good heads-up?

  • Clarity on Financial Standings: Get a clear picture of where you stand financially, making those big decisions a lot less daunting.

04

GAME Plan Consultations:

My proprietary GAME Plan is a structured process crafted to build a detailed financial and life roadmap tailored to your unique circumstances and aspirations.

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Key Benefits:

  • Step-by-Step Blueprint: A clear, no-nonsense plan for financial and life success.

  • Expert Guidance: Hand-holding through each phase, from discovery to execution. Because who doesn't need a little expert advice?

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Ongoing Support & Coaching:

My commitment to your financial well-being doesn’t end with a plan. I’m here for the long haul, offering continuous support, coaching, and guidance to empower you at every step of your financial journey.

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Key Benefits:

  • Regular Check-ins: Stay aligned with the ever-changing financial landscape. No surprises, just smooth sailing.

  • Expert Advice: Just a call away, giving you peace of mind and the confidence to tackle any financial challenge.

List of Services

My clients strive for balance. They want to enjoy life without constantly worrying about their money running out or burning out from overwork. They’re eager to avoid excessive taxes on their savings but often hesitate when it comes to actually spending or sharing their wealth.

 

After all, what’s the point of having a nest egg if you’re too scared to crack it open?

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I’m here to help you find that sweet spot where you can live fully, secure in the knowledge that your financial future is well taken care of. Let’s work together to create a plan that gives you the confidence to enjoy your hard-earned wealth without fear.

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Most people are going through life without a game plan, but let’s be honest—everyone needs one. Having a clear plan helps you navigate life’s twists and turns with confidence and purpose. I’m here to help you create that plan, so you can stop wandering and start living with intention. Together, we’ll map out a strategy that’s tailored to your goals, giving you the clarity and direction you need to make the most of every opportunity.

What We Do

What is Financial Life Coaching?

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Most people come to me with burning questions about their financial assets, but often overlook something just as important—their human capital, which is the present value of their future earnings. This happens because they lack a GAME Plan.

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Life’s Layers:

Life isn’t static; our economic activities shift constantly. Sometimes, we juggle multiple layers at once, drawing from a portfolio of projects:

  • Economically Active: Trading your time for money.

  • Economically Inactive: Sitting idle, with no money coming in.

  • Economically Passive: Letting your human capital do the earning.

 

Assets: More Than Just Stuff You Own

Your assets are anything that creates future economic value. Human capital? That’s your intangible assets like:

  • Productive Assets: Your reputation, social connections, skills, and know-how.

  • Vitality Assets: Your well-being—physical, mental, emotional, and spiritual.

  • Transformational Assets: Your self-knowledge, regenerative networks, and lifelong learning.

 

Without a GAME Plan, people tend to focus on their immediate finances and ignore their human capital, leaving themselves unprepared for life’s unexpected twists.

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Creating a GAME Plan:

To create a GAME Plan, I start by understanding your current values, purpose, lifestyle, and future vision. I analyse your expenses now and in the future, including major one-time purchases. This helps map out your income, assets, and potential assets over time.

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Money: A Means to an End

Most clients want to know if they have enough. I help reframe this to, "Enough for what?" This question helps clarify if you have enough—usually meaning enough to live a longer, better life.

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Whole-Person Well-Being:

True well-being involves finding happiness in your mind, body, heart, and spirit. If one area is off, it can affect your overall happiness. You might be worry-free about finances but missing out on family time, or you might be physically fit but lacking purpose. I’m here to help you achieve well-being in all areas of your life.

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Natural Cycles and the GAME Plan:

Life changes like the seasons. By aligning our activities and reflections with the calendar, we create a balanced GAME Plan:

  • Winter (Goals): Rest, reflect, make resolutions, and prepare for what’s next.

  • Spring (Actions): Plant new ideas, grow, and nurture relationships.

  • Summer (Means): Be productive, work towards your goals, and enjoy early successes.

  • Autumn (Execution): Reflect, harvest the rewards, express gratitude, and plan for the future.

 

By syncing your activities with the seasons, we create a balanced approach to your personal and professional growth.

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The Ongoing Process of GAME Planning:

GAME planning is an ongoing process that helps you achieve and maintain your desired lifestyle, no matter what life throws at you. By subscribing to my Ongoing Programme, I’ll help you navigate changes, keep your GAME Plan up-to-date, and provide peace of mind. This approach allows you to manage, protect, and enjoy your life to the fullest.

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Live Smarter, Live Fully:

Knowing how much is enough gives you the freedom to live smarter. Life isn’t a rehearsal—it’s meant to be lived fully. Don’t wait until tomorrow to get your finances in order. Let me help you remove financial anxiety and gain clarity over your entire financial life.

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Done By You Option

My Done By You Service

Planning My Life is my brainchild, created to empower you to take control of your life, finances, and destiny. Launched in August 2023, this visionary service introduces the groundbreaking AI Life Planner—a tool designed to craft personalized life plans just for you. With this digital sidekick by your side, you’ll gain unparalleled clarity, direction, and empowerment to navigate life’s challenges and opportunities. After all, who couldn’t use a little extra help in sorting out their life? Let’s work together to turn your vision into reality, one step at a time.

Unlock Your Financial Potential

At FLC, I understand that financial stability and holistic well-being are deeply connected. My services are carefully crafted to empower you, providing clarity, confidence, and the expertise of a seasoned professional. When you work with me, we’ll carve out a path to a fulfilling future together. After all, who doesn’t want to unlock their true financial potential? Let’s take that first step toward the future you deserve.

Forest
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Connect with Me

Curious about how my services can revolutionise your financial journey? Reach out today, and let’s embark on a collaborative adventure toward financial empowerment and life fulfillment. Book your One-Hour Zoom Call with me, and let’s get started. Why wait to transform your life when the first step is just a click away?

Testimonials

What Our Clients Say

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Ian

"Financial Life Coach offers exceptional service and experience, from developing a life plan to creating a comprehensive financial strategy. With transparent fixed fees and expert advice, they add critical value and come highly recommended."
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