Financial Coaching

Since launching my regulated financial advice company (Maven Adviser) I have been approached by a lot of clients looking for financial planning, investing 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 regulated advice.  

This has left me with a dilemma. 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, this is a non-regulated financial planning and behavioural coaching service. 

What's included

 - 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. 

- The creation of your Financial Master Plan (FMP), 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).

 - High level plan of actions you need to take.

 - A second opinion service of your work benefits. Typically people do not maximise these benefits. 

 - 6 monthly accountability/progress Zoom/phone calls.

- Unlimited high-level email/text support.  

- Ad hoc remote meetings if you need to make a key decision. 

- Financial behavioural coaching, ensuring you don't make big financial mistakes. 

- A ‘No person’ in your life, you maybe successful, rich, type A or all three. I’ll tell you it straight as I see it.

Your subscription for this service could not be simpler or better value. The fees will depend on the complexity and scope of the project and also where you are in your journey.

 Your investment:  

Ongoing monthly retainer between £124-£499+vat monthly direct debit set up.

No contract, no ties, leave whenever you want and I can disengage you whenever I want.

One off projects

I can assist with one off financial planning projects, these fees range between £1,495-£9,995+vat

 
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.