Money Goals CIC
Financial coaching and planning supportMoney Goals CIC
Join the Club and set yourself up to better understand how to reach your financial goals through one to one sessions with one of our financial coaches.
Our role is to support you to be your absolute best, reach your financial goals and set you up for success on your personal financial journey!
We can will help you work through issues that might be stopping you from achieving financial goals you have and our doors are open to everyone that wants to discuss their personal finances in a safe and confidential space!
Some of the goals our members often want to discuss include:
- growing savings or understanding how UK investment accounts grow wealth
- reducing debt and increasing control of monthly spending
- planning for a financial future as a self-employed worker or small business owner
- planning for future large expenses, like...
- a new baby or children's education,
- buying property or making home improvements,
- growing a personal business venture, and many more!
- planning now for a secure retirement and understanding how.
Money Goals CIC is a coaching and support service and will never recommend specific financial products or platforms to manage your money.
Instead we will talk through with you the pros and cons of financial options you have available to you so you feel informed and empowered to make your own financial decisions before considering the many financial advice services in the marketplace.
Book an intro session today to get started. Our standard coaching package includes three core sessions
1) Our Intro Planning Session (Goals!)2) Our Options Session (Options!); 3) Our Progress Session (Action!).
This core package can be followed by optional further check-ins quarterly or annually if you want!
