The Financial Security Coaching Program
This is a high-impact, structured coaching programme to help you build financial security through your business
Vision, goals & strategy: a program that puts your vision for your life, and your own personal version of financial success at the heart.
Financial mindset: financial decisions aren’t logical. They’re emotional and driven by your unconscious beliefs and blueprint, so we’ll uncover what’s making your financial decisions and create a wealth mind set.
Master your finances: create a financial strategy, get the right reporting, maximise your profit and cash, build financial resilience, learn the wealth rules, create your personal wealth milestone plan, and track your net worth.
Planning, execution and accountability: set quarterly goals with impact and confidence, make consistent progress with expert support and accountability.
This is a powerful blend of financial and business coaching, consulting and CFO expertise - whatever it takes to get you the results you want.
Business transformation programs often focus on quick fixes, or overwhelming all-at-once changes that never get fully implemented
My program takes a fundamentally different approach
We start with your vision and keep it at the centre of the program - built around your personal definition of financial success - no “shoulds” allowed!
Quarter-by-quarter progression - instead of trying to change everything at once, we focus on the highest impact priorities each quarter, creating momentum through consistent wins
Compound effect - each quarter builds on the success of the last, creating exponential rather than linear improvement. By quarter 12, your business will be unrecognisable from where you started
Sustainable pace - the quarterly structure stops you burning out while you make consistent forward progress
Accountability - the regular check-ins and quarterly planning are the perfect mix of support and pressure so you follow through
Direction with flexibility - the 12-quarter vision gives us the long-term direction, and the quarterly planning means we can adapt when things change without losing sight of the big goals.
We work on your habits and mindset as well, to remove the blocks getting in the way
Financial vision, goals & strategy
✔An exciting, clear vision for your life and business that compels you to take action
✔Define exactly what financial success looks like for you - you have to know what you’re aiming for
✔Clarity, confidence, and peace of mind, relief from financial anxiety about the future, solving the root causes of financial stress, so you stop worrying and start making real progress
✔Develop a roadmap for long-term wealth creation, not just short-term profit
✔Balance your life, happiness, health and family with building financial security
Financial mindset
✔ You have your own unique financial blueprint; we’ll identify the money blocks and deep held beliefs that drive your actions and keep you stuck, and build an empowering, positive wealth mindset
✔ Support, challenge, and coaching to uplevel your skills and mindset to help you break through limitations and achieve what I know you’re capable of
Wealth building
✔A financial security strategy; learn the wealth building principles you'll need to get to create financial security sooner
✔Create a financial plan for your business that will support your lifestyle and fund your future security
✔Easy to understand financial information to make you feel totally in control with early warning system to red flag issues in time to fix them
✔Engineer your business to be consistently profitable and resilient so you can invest enough every month and year to build your financial security
✔A monthly CFO review of your financials
✔Grow your financial understanding so you feel confident and make better financial decisions
Transformation
✔A consistently visible quarterly plan, with guided goal setting, clear milestones and actions, keeping you connected to your vision, so you can't get off track
✔Accountability that drives results; you work on what matters most,overcoming procrastination, fear, and decision fatigue
✔Feel confident and calm knowing you're working on the most important things - not second guessing, flip flopping, or chasing shiny things
✔Expert guidance from an experienced CFO, business owner & coach
✔More freedom, less stress, more time for your health, fun and your family. Real success isn't about sacrifice and stress
✔Someone who shares your passion and will support you, challenge you and coach you to achieve what I know you can
How the program works
A Discovery Call - exploring if this is right for you
A relaxed no-pressure chat where we’ll explore:
Your financial goals, frustrations , challenges and what’s most important to you
I’ll explain the different levels of support and budgets so you’re clear on the options
Insight & Discovery Process
This shortcuts months of getting to know you, so we can accelerate your progress from day one
We’ll dig deep to find what's really driving your business results and financial position, and uncover your strengths, values, and financial blueprint to identify your blocks, patterns, and opportunities
After the assessment you’ll get a detailed Insights Report, and a 90 minute Insights Call that will give you unprecedented clarity about your current situation and where your biggest opportunities are.
Define your vision
One of the most important wealth rules is to define what you want, and then stop the financial goal posts moving,
But most business owners don’t have clear financial goals for their life.
I’ll send you my structured framework for capturing your vision for your life and your business, so you’ll finally know exactly what financial success looks like for you and what you’re aiming for.
Decide your tailored program
At your Insights Call when we review your report, we’ll identify your biggest challenges and opportunities, and discuss your best next steps. That could be:
A strategy day to build your roadmap and 12-quarter plan
Moving straight into ongoing support and implementation
Your financial foundations
Your financials are obviously a core part of this program and we need a solid plan that supports your personal and financial security goals.
We’ll work together to create a financial plan for your business, and work with your book keeper or accountant to set up the right financial reporting that will keep you on track.
(Depending on what comes out of the Insights & Discovery process, there may be some additional work needed to get your financials to the starting line)
And you’ll define what financial security means to you - what number are you aiming for, and by when?
Quarterly implementation
This is where the real change happens—through structured implementation and action
Quarterly planning sessions to identify current business issues, agree priorities, set high-impact goals for the next 90 days, and review progress
Monthly accountability calls to keep you on track with your quarterly goals and provide support where you need it, and financial mindset and strategy coaching to help you break through limitations and achieve what you're capable of
Monthly CFO review of your financials to keep you on track and identify risks to your plan, identifying ways to improve profitability and cash, building resilience and making sure you can build your financial security
Voice note support to keep you on track
Quarterly wealth tracking against your personal wealth milestone plan and towards your financial security figure
Learn the practical wealth rules you’ll need to get financial security
We'll refine your strategy, build your wealth, and systematically transform your business into an engine for financial security.
Your investment
You and your business are unique, so the program flexes to suit your needs and your budget.
The core methodology is the same for everyone. The frequency and length of our sessions can be tailored so you get exactly what you need and fits your budget.
The initial Insight & Discovery process, individual Insights report and 90 minutes Insights Call is £950
Ongoing implementation packages range from £695 to £1,950 per month
I can promise this: If you're serious about creating financial security, your investment will be proportionate, sensible, and one of the best financial decisions you'll ever make.
Book a discovery call
If you’d like to find out more let’s have a chat. I’ll send you some powerful thinking prompts before the call so you’ll get huge value even if you don’t go ahead.
We'lI see if we’re a good fit to work together, I only work with clients I truly believe I can help.
I’d love to hear from you!
