Get clear on your money. Get intentional about your life. And have someone make sure you follow through. Private personal strategy, financial wellbeing and accountability mentorship.
This is private mentoring for the decisions, priorities and actions that shape your next chapter. Financial wellbeing is a major part of our work, but so are your life goals, career or business where relevant, confidence, decision making and the everyday follow through that makes a plan real.
Build a complete picture of income, expenditure, savings, debts, existing pensions, investments and protection. This is your personal money map.
Explore life cover, critical illness cover, existing policies, beneficiaries and financial responsibilities. Prepare the questions to ask an authorised adviser.
Develop a general understanding of pensions, investing, ISAs, risk, fees, diversification, time horizons and long term planning.
Clarify what you want the next one, three and five years to look like across career, business, family, lifestyle and financial independence.
Every session ends with specific tasks and deadlines, sent to you in writing. At the next session, we review what you said you would do, work through the blockers and decide what moves next.
I am a coach and mentor, not a financial adviser. I help you understand general concepts, get organised and prepare. I do not recommend specific investments, pensions, insurance products, providers or amounts of cover. For those decisions you will always be referred to an appropriately authorised adviser.
Get in touch and I will send you the full details, including pricing and how we work together, so you can decide if it is the right fit. info@evermontbusiness.com · +44 (0)20 3051 3963
