Finance Coaching
How Our Financial Coaching Will Liberate You from Money Worries
Personal finances
All our financial coaching sessions from the initial consultation are one-to-one and conducted with complete confidentiality, either face-to-face (locally) or via Skype/telephone (worldwide). Each session is 45 – 60 minutes long and the number of sessions and their frequency are arranged to suit your individual requirements.
Holistic Money Manager financial coaching sessions:-
- Explain how money works
- Undertake a fact-finding exercise to establish your spending habits
- Explore your cash and credit card use
- Show you how to manage your debt and handle the transition from scarcity to prosperity
- How to build up savings and wealth
Financial coaching sessions are supplemented by:
- “Homework” structured according to the frequency of sessions and designed to help you keep up the momentum
- A cash book issued to record all your income and expenditure
- Budgeting advice during follow up sessions based on information gathered
The overall aim of Holistic Money Manager’s financial coaching is to help you to learn to enjoy managing money rather than debt.
Sole Traders and Self-Employed People
The needs, desires and budgeting requirements of sole traders and self-employed people can differ significantly from your own personal finances, so Holistic Money Manager provides specialised targeted financial coaching covering:
- Cashflow planning and forecasting
- Handling the peaks and troughs of income
- Budgeting for tax bills
Prices and Payment Terms
The initial consultation is FREE. We then recommend at least 3-monthly coaching sessions. The fee for each session is based on a sliding scale (£75-£90). Payment terms are arranged to suit your personal circumstances.
English 
Deutsch (German)