Your first MoneyCoach session

When we start thinking about our finances, we think of budgeting, saving, pensions, mortgages. But what if we thought about money differently? That’s where we come in. And more importantly, that’s where your first session with your financial coach comes in.

What we’ll cover

Where you are:
Your coach will start by getting to know you and where you are now with your money.

Where you want to be:
Your coach will take the time to understand what’s important to you when it comes to your future goals and how your money can help make you happy.

What next:
At the end of the session, your coach will be able to suggest the best next steps for you, depending on your circumstances.

3 ways to get prepped

1. Think about your goals

Despite what you might read, there’s no one right way to manage your money. It all depends on what’s important to you and what you want to achieve. As our wise coach Phil Aspden once said “Money itself won’t make us happier – it’s what we do with it that counts”. 

That’s what your first session with your coach is all about. Discussing where you are now and what you want to do. It’s a space for you to think a bit deeper about your money and work out what’s really important to you. That way, your coach can help you work out a plan that gets you to where you want to be. 

Top Tip!
This is pretty personal stuff, so it’s really important to find a place you can talk comfortably. If you’re at work, book a meeting room or call booth. If you’re at home, make sure you’ve got a quiet space without too many distractions.

If you need to rearrange, please give your coach as much notice as possible! (A minimum of 3 days is really helpful because it means your coach can help someone else with that time.)

2. Take the time to share your info

By sharing information about your current money situation – how much you’re being paid, any savings or credit cards that you’ve got – your coach can help you identify any areas in need of a bit of TLC. 

The “big questions” are things that your coach will need time to dig into so that they are able to provide you with really personalised ideas for what you need to do – but the little straight forward questions might be something they can answer right away.

Top Tip!
We’ll send you a form to fill in with your details before your first session begins. This helps your coach get up to speed before they meet with you, so your coach can make the most of the time you spend together. Can’t find the form? Send us an email.

3. Are your goals just for you? Or are they shared…

We understand that sometimes, a goal isn’t just yours. If you’re saving for a house, or planning a family – it might be that you’ve got a partner that’s working towards that goal too. If that’s the case, just let your coach know, and your partner is more than welcome to join your first coaching session too.

If there’s anything you’re not sure about or you’d like to talk through, then we’re here for you. Send us an email to [email protected] or call us on 0203 111 0589.