If you’re new to financial coaching, you may have questions about how it works and how it can benefit you. Below, I address common queries to help you understand my approach, rooted in over 15 years of coaching experience, including BNI Director Consultant training (2009), Financial Peace University (FPU) graduation (2015), and Ramsey Financial Coach Master Training (2024). My goal is to guide you toward financial freedom with clarity and confidence.
Financial coaching is like having a personal guide for your financial journey. As a coach, I evaluate your current financial situation, help you define clear goals, and develop a tailored plan to reach them, adapting as your life evolves.
Financial coaching is distinct from financial advising, which is a regulated activity. Financial advisors typically focus on managing investments or recommending specific financial products. In contrast, my coaching centers on practical, behavior-focused strategies, such as budgeting, debt elimination, and wealth-building, using proven frameworks like the Ramsey Plan’s Baby Steps.
I empower you to take control of your finances with actionable guidance.
You should consult a licensed financial advisor for regulated investment advice.
Anyone looking to improve their financial situation can benefit, whether you’re overwhelmed by debt, aiming to save for a big goal, or seeking to build long-term wealth. With experience coaching hundreds since 2009, I tailor my approach to your unique needs, drawing on principles from FPU and Ramsey training.
Each session lasts about one hour and is typically held monthly, giving you time to implement strategies and see progress. During our meetings, we’ll review your financial goals, track your advancements, and address any challenges. I provide actionable tools like budgeting templates and debt payoff plans, inspired by the Ramsey Plan, to keep you on track. My sessions are personalised, supportive, and designed to build your confidence in managing money.
Since 2009, I’ve coached hundreds of individuals and small businesses, starting with BNI Director Consultant training and advancing my skills through additional training in 2012. I graduated from FPU in 2015, integrating its wealth-building principles into my life, and in 2024, I completed Ramsey Financial Coach Master Training to deepen my expertise. My diverse background—helping a BNI group double in size, launching a global online course in 2016, and guiding clients to pay off significant debt—equips me to offer practical, results-driven coaching.
The Ramsey Plan, developed by Dave Ramsey, is a seven-step process (the “Baby Steps”) to achieve financial peace, from building an emergency fund to paying off debt and saving for the future. Having lived these principles for nearly a decade and completed Ramsey Financial Coach Master Training in 2024, I use this framework to create tailored plans for clients.
No, you don’t need to have taken FPU. While I graduated from FPU in 2015 and draw on its principles, my coaching is designed for all levels of financial knowledge. I explain concepts clearly and provide resources to help you understand and apply strategies effectively. If you’re interested in FPU, I can share how its step-by-step approach, which has helped nearly 10 million people since 1994, complements our coaching.
We typically meet for one-hour sessions once a month, allowing you to implement changes and see results between meetings. This schedule balances accountability with flexibility, ensuring you have time to apply strategies like budgeting or debt repayment. Outside of sessions, I may provide tools or quick check-ins to keep you motivated, drawing on my experience supporting clients globally since 2009.
Absolutely! With my BNI background, where I helped a UK group rank among the top 10 of 600 by doubling its size, and my 2016 online course that supported over 10,000 entrepreneurs in 156 countries, I’m well-equipped to coach small business owners. I can guide you in managing business finances, avoiding common startup mistakes, and integrating personal financial goals, using lean strategies to grow sustainably.
Coaching is an investment in your financial future, offering clarity, accountability, and a clear path to your goals. My approach, informed by FPU and Ramsey training, focuses on practical steps that deliver measurable outcomes, such as debt freedom or a fully funded emergency fund.
Getting started is simple! Contact me to schedule an initial consultation, where we’ll discuss your goals and how I can help. From there, we’ll set up monthly sessions and create a personalised plan based on your needs. With my extensive coaching experience and passion for helping others, I’m ready to guide you toward financial peace. Reach out today to take the first step!