Financial Coaching
Fixed Fees - Financial Life Plans
Since launching my regulated financial advice company (Maven Adviser) I have been approached by a lot of clients looking for financial planning and coaching services. Due to the cost and complexity of running a regulated financial advice firm the fees can appear quite high if you don't yet have the assets and requirements, also some clients prefer to ‘manage their own money’ and are not seeking ongoing regulated advice.
I want to help motivated clients plan accordingly and start to work on their financial life planning but at the same time it needs to be financially viable. So I have decided to create a financial coaching service, which is a non-regulated financial planning and behavioural coaching service.
What's included
- The creation of your Financial Life Plan (FLP), setting out your immediate, short, mid and long-term financial/life goals. To do this, I use comprehensive financial planning software (Voyant, seeing as you’ve asked).
- A sounding board for your key life decisions.
- A critical friend and strategic thinking partner.
- Education around areas of financial planning you don't understand.
- High-level plan of actions you need to take.
- A second opinion service of your work benefits. Typically, people do not maximise these benefits.
- Financial behavioural coaching, ensuring you don't make any big financial mistakes.
Fixed Fee - Financial Life Plans
The process:
Meeting 1 - Strategy Meeting, we’ll build your Financial Life Plan together, either in-person or via Zoom, approximately 90-120 minutes. Please have all of your financial data to hand.
Following Meeting 1, I’ll share various options of your Financial Life Plan with you.
Meeting 2 - Conclusion Meeting, we’ll refine your Financial Life Plan, address all follow-up questions, either in-person or via Zoom, approximately 60 minutes.
Your investment:
Net worth:
If you feel you're at the point where you wish to seek someone to manage your investments and provide regulated financial advice, we can then discuss moving over to Maven Adviser as a regulated financial advice client but that is certainly not the intention of this service.