Financial Coaching
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The guidance you get when you work with me, enables you to achieve your financial goals and enhance your financial well-being, no matter your age.
Let’s work together to build your prosperous future.
How much do you really need to live life on your terms, forever?
Financial coaching provides this essential clarity, enabling smarter planning that could potentially let you enjoy retirement sooner and more fully.
How we do it
Whether you are just starting your wealth journey, planning your retirement or already retired, Pinson Brown can help you unlock your financial potential in just three 60-minute sessions.
Together, we'll clarify your finances and create an action plan to the future you deserve.
Understand you
To give you the best service, we need to know you - your historical finances, your money habits, and your financial personality.
This step is about asking questions to identify where you are already excelling, and where you may need some extra guidance.
Set your goals
Once we understand you, we work together to set your financial goals. These will be based on what motivates you, your responsibilities, and your values.
We'll look at where you are now and where you want to be, using sophisticated cashflow modelling software.
Together, we'll assess any changes that you may need to make to achieve your goals and live the future you want.
Stay on track
Keeping you on track is the most important part of financial coaching.
Having set goals and created a financial plan with cashflow modelling to guide your financial coaching helps you do this; seeing positive results, makes us more likely to stick to the plan.
With our ongoing plans we are there every step of the way to provide consistent flexible support to get you where you want to be.
What you'll learn
- How to Achieve your Wealth Goals with the Right Mindset.
- How to Build and Manage your own Investment Portfolio.
- How to Utilise Cutting-Edge Financial Planning Software.
- How to Cultivate Self-Awareness and Track your Financial Growth.
- Understand Accounts, Platforms, and Everything You Need to Succeed!
We are not regulated by the Financial Conduct Authority and will never recommend or provide opinion on the suitability of financial products such as pensions, investments, insurance contracts or debt arrangements.
We can help you understand your relationship with money and plan for your future financial peace of mind, but we are not a financial intermediary. If you need specific advice you should seek the services of a regulated financial adviser or a regulated debt counsellor.
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