Do you want to be on track for a financially secure retirement?
Over 12 weeks, the Reset Retirement Roadmap will provide guidance, support and accountability, leaving you feeling confident and excited about your financial future.
The Reset Retirement Roadmap
I am not new to the world of money; as a Chartered Financial Planner, I have over 20 years experience of working in financial services.
I created Reset Money Coaching because I want to help people on their own financial journey, when they are building wealth and starting to think about their longer term future. Often people in their 30s and 40s struggle to find the financial guidance and support they need.
I’m all about helping people with money; supporting them to make better financial decisions now, that will benefit them in the future.
The Reset Retirement Roadmap is a 12 week programme, which includes:
4 x 1 hour online coaching sessions
A personalised financial plan including your current reality and alternative scenarios
Checklist of agreed actions following each session
Additional resources including worksheets, email & letter templates and an ongoing review checklist
30 minute wrap up session, to deal with any issues around implementing your plan
Unlimited email support throughout the 12 week programme
During the 12 weeks, we will cover:
An in depth review of your current financial situation and an exploration of your money mindset and beliefs
Setting financial goals aligned to your values and gaining clarity on how much retirement will cost
Exploring your personalised financial plan, based on YOUR vision for the future
Consideration of the options to reach your goals and a look at the impact (both now and for the future) of your choices
Establish the steps required to put your plan in place, ensuring you have the knowledge and confidence to go ahead and action your plan
Ensure you know how to monitor your plan on an ongoing basis to make sure you stay on track
The investment in your Financial Future is
– 4 x 1hr online coaching sessions
– 1 x 30 min online wrap up session
– Unlimited email support throughout the programme
– A personalised financial plan
– A follow up email & action point summary after each session
– Access to practical and educational resources