Services for Individuals2019-06-20T11:49:04+01:00

Services for Individuals

A set of programmes that will help people understand their relationship with money and how to manage it in their lives.

Money Coaching

Individual money coaching is designed as a positive and productive way to explore, discover and transform the unconscious patterns and behaviours you have around money.  Through the 4-step Core Process we explore together your Money Biography, identify from whom you’ve inherited patterns (both positive and negative) and how to manage their influences.  We then determine which of your gifts, talents and abilities are most valuable to you and how to leverage them to achieve your highest potential.  The Money Coaching Process will help you to learn how you are “hardwired” around money in ways that you are generally not fully conscious of.  By the end of the fourth session, you will have a clear understanding of your core money patterns and their origin, and can begin to work on steps to optimise your relationship with money.  Money coaching will also help you understand how your partner behaves around money and give you insights into reducing conflict.

Format – delivered via 4 one-to-one coaching sessions.  Participants will also need to complete 4 questionnaires and the online Money-Type Quiz.  Coaching sessions last approximately 1 hour and can be conducted in person or via online video.

Positive Financial Behaviour Coaching

Turning income into savings and then managing those savings prudently is the key to building long-term wealth.  The ability or propensity to build wealth has been shown to be directly related to developing a set of positive financial behaviours, and this coaching aims to provide practical guidance on steps to build these behaviours into our lives.  The four key components to wealth building are:

  • Frugality – behaviours related to spending in relationship to income.  In simple terms, this means spending below one’s means, which then drives the ability to save money
  • Confidence – having the skills and ability to build and maintain wealth
  • Responsibility – taking ownership and responsibility for financial outcomes
  • Social indifference – the ability not to be influenced by the spending behaviours and material possessions of others, as well as trends in consumer goods and services.

Building on a strong emotional base provided by Money Coaching, Positive Financial Behaviour coaching is the bridge that links income and wealth.  It shows you how to create and manage wealth, and then secure it for the next generation.  As an adult, the positive financial behaviours you display are invaluable in raising financially intelligent children.  Positive Financial Behaviour Coaching includes modules from Money Basics and Money & Kids.

Format – delivered via a set of training sessions.  Groups of up to 6 participants can be accommodated.  Training sessions last approximately 1 hour and can be conducted in person or via online video.

Money Basics

A set of modules that explain the basics of understanding and managing money:

  • Financial literacy – how money works
  • Your financial lifecycle
  • Financial planning – how to understand your cashflows
  • Investing – understanding how it works and where to start

Format – delivered via a set of training sessions.  Groups of up to 6 participants can be accommodated.  Training sessions last approximately 1 hour and can be conducted in person or via online video.

Money & Kids

Money Coaching for parents is a 1 hour talk that covers the six key steps to raising financially responsible children. You will learn about:

  • The psychology of money – how attitudes and behaviours are formed
  • How your money messages are impacting your children
  • How to develop a work ethic
  • How to talk to your children about money
  • How to develop financial literacy
  • How you can help your children to make thoughtful decisions around money
  • The 10 worst things you can say to children about money

This talk can also be structured as three x 1 hour sessions that incorporate group discussions, case studies and Money Coaching basics.

Format – delivered live or via online video. Groups of up to 10 can be accommodated at Cambridge Money Coaching.  We are happy to come to you if you wish to organise your own event.

Get In Touch

Interested in learning more? Please fill out the contact form or email us and we will get back to you shortly.

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