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So many of us are on auto pilot when it comes to our finances. How would your approach change towards how you use your money if you were working towards life goals such as buying a house, saving for a wedding, retiring early, planning for a family or something else that excites you? As your money coach I can help you stop, reflect & reset your approach towards how and what you use your money on in both the short and long term and help guide you towards achieving those meaningful life goals.
As a society we don’t educate properly on financial literacy and yet everyone of us uses money daily. I have run voluntary Home Budgeting workshops and supported the Young Enterprise at local schools around this very topic. Paths aligned when I wanted to change my career direction and the Octopus Money ethos of making it easy and affordable for individuals to get help with their finances resonated with me.
Analysing numbers, building budgets and explaining complex information in a simplified way to individuals has been the lifeblood of my career as a Chartered Accountant for the last 25 years. By building your personalised financial plan, we can see if you have enough money to fund your current lifestyle, are on track to achieve those goals but also keep an eye on that longer term retirement pot. By providing a relaxed environment for you talk honestly about your finances, I can help you take control of your spending which in turn will free up money for us to have open and informative discussion on whether to save, invest, secure some form of protection and/ or boost your retirement pot.
As your money coach, I want you to make more of your money and help you take steps forward to achieve your life goals! My overall aim is for you to feel confident and armed with the right knowledge to make better ongoing financial decisions so you can build towards that future you desire…
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First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.
Get personalised help to build a long-term forecast and action plan for all your life goals, from now until retirement.