Financial Coaching For Expats
Why Financial Coaching?
Financial coaching isn’t just a buzzword.
A lot of people feel lost in today’s financial maze; especially, expats.
Through a series of sessions, I help clarify financial goals, build and implement strategies for clients to create the future they deserve.
Financial Coaching for Expats: How it Works
The need for expat financial coaching has shot through the roof recently and there’s really no wonder why.
- Financial Anxiety
- Lack of Financial Education
- Shifting Financial Priorities
- Soaring Housing
- Cost of Living Crisis
It’s no secret that a lot of people struggle to grapple with their finances. A lot of people are, however, great at hiding it.
Financial coaching helps you understand your current financial situation while also giving you the tools to better manage your money. Inevitably, the decisions you make surrounding money become healthier, leading to a sense of calm financial control. Imagine not having to worry about money!
Financial Coaching Options
Master Your Money
6-session program: $395.00 (USD)
From broke to bougie(!) or something to that effect… These private sessions, either in-person or online, help you develop a clear plan for future financial success with full guidance along the way.
Since everyone is unique, your sessions will be too. But, the coaching sessions will roughly follow the outline below.
The first 2 months will include 3 sessions covering:
1. Money beliefs and habits | Your current financial situation | Make short-term changes | Budgeting techniques | Money management strategies
2. Financial goal setting | Budget review | Make immediate-term changes | Build a financial plan
3. Review financial plan | Identify & implement financial strategies | Determine what success looks like
In the following 2-3 months the final 3 sessions will:
4. Review short-intermediate successes | Identify shortfalls | Implement long-term goals | Investment planning
5. Review all progress | Personalised evaluation
6. Update your financial plan and goals | Develop final roadmap
Master
Your
Money
$395.00
Go on. What are you waiting for?
Dive In
Master
Your
Money
$395.00
From Broke to Bougie!
These unique private sessions help you develop a clear plan for future financial success.
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Rough outline for the coaching sessions
1. Money beliefs & habits | Your current financial situation | Making short-term changes | Money management strategies
2. Financial goal setting | Budget review | Making immediate-term changes | Financial Plan
3. Review financial plan | Identify & implement strategies | Determining what "success" is for you
The following 2-3 months include the final 3 sessions covering:
4. Review short-intermediate successes | Identify shortfalls | Implement long-term goals | Investment planning
5. Review all progress | Personalised evaluation
6. Update your financial plan and goals | Develop a final roadmap
Annual Access
Full Year of Coaching
12-sessions only $485.00 (USD)
Take advantage of me! This full year access contains the same 6-session program as Master Your Money + another 6 sessions to be used throughout the rest of the year.
Master Your Money is usually enough for my clients, but why not grab another 6 sessions for a fraction of the cost? That’s just smart money.
Consider me your Personal CFO. No pressure involved, but routine coffees, catch-ups and an extra annual financial review, to boot.
A full year of coaching ensures you’re truly staying on track.
Annual
Access
$485.00
Go on. What are you waiting for?
Sort Your Finances
Annual
Access
$485.00
Take advantage of me! This full year access contains the same 6-session program as Master Your Money + another 6 sessions at a fraction of the cost.
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Full Year of Coaching
The point of the additional 6 sessions is to ensure that you stay on track, keep hitting those financial goals all while having me, your Personal CFO, as your cheerleader.
The final 6 months and 6 sessions will include routine coffees or online catch-ups, discussions around financial best practices as your financial literacy increases and an extra financial review, to boot.
One-Off Session
$75.00 (USD)
Just want a review of your investment portfolio, help paying off debt, set up your online investments or just chat about your financial future?
A one-off coaching session may be all that you need.
60 Minute
Coaching
Go on. What are you waiting for?
You name it.
60 Minute
Coaching
Just want a review of your investment portfolio, help paying off debt, set up your online investments or chat about your financial future?
A one-off coaching session may be all that you need.
Press for more
Go on. What are you waiting for?
You name it.