WORKSHOPS, SPEAKING AND SUPPORT FOR ORGANISATIONS
Wealth coaching for groups of people, online or in person
Provide your people with financial help and inspiration
These highly informative workshops / talks / programmes with financial guidance are full of colour and anything but dull. Your attendees will get help to understand their finances, workplace benefits, how they personally relate to money, and more - and change their outlook on life.
FOR WORKPLACES, ONLINE COMMUNITIES, PROFESSIONAL NETWORKS AND EVEN GROUPS OF FRIENDS
From pensions to money confidence, we can help!
Wealth Coach specialises in providing financial transformation to people who have struggled to connect to their money, in an inclusive environment. We are on a mission to empower people to find the joy in connecting to their money and life.
Our aim is to create long-term change in the financial outlook for your people.
CASE STUDY: NATIONAL THEATRE
Money well-being programme open to the whole organisation
A structured longer term money well-being programme, designed to support the staff of the National Theatre to understand their money, take control, create goals and take action. Delivered as a combination of workshops and 1-to-1 coaching sessions with individuals.
Our objectives were clearly defined on the outset and tracked on a monthly basis to ensure progress was made. One particular goal was financial empowerment for individuals that would have long term effects.
We cover a range of topics, including money and mental health, relationship to money, cash flow planning utilising the EDGE process, pensions and investments. Sessions are tailored to the topics brought up by participants, for maximum impact.
Our approach
We set clear objectives for how Wealth Coach will support your organisation. Examples of objectives include targets around organisational programmes, specific skillsets, or attendee confidence levels.
We offer a tailored level of financial help and guidance by formalising a plan with you. This plan can include:
A one-off workshop / talk
A series of workshops where attendees have the opportunity to develop their money management over time
Drop-in support
Online facilitated group work
Coaching intensives for individuals
Crisis support
Creation of specific content
We can obtain questionnaires and feedback requests from attendees to inform our sessions and to provide formalised reporting of progress.
About Sara Jane Maxwell PCC DipFA CeMAP
Drawing on 20+ years experience in the financial services industry, Sara is the founder of Wealth Coach. She is passionate to inject colour and energy into the grey of finances.
Sara’s qualifications reflect her depth of financial professionalism and a love for empowering other people:
Diploma in Financial Advice (DipFA)
Certificate in Mortgage Advice and Practice (CeMAP)
Professional Coach Diploma (ACTP)
Professional Coach Certification with the International Coach Federation (ICF PCC)
Financial Coach Practitioner Certificate
Training future financial coaches with Wise Monkey, the UK’s leading financial coach training provider
“I was delighted to see the visible and physical transformation with each of the participants, including those who were being challenged with the money-aspect of their ideas and businesses. I noticed that the confidence of the group increased as we each reminded ourselves of the gems Sara shared.”
JAZ BROUGHTON
Career Success Coach at Just Jaz
“It was clear by watching the body language of the members who attended and listening to how they engaged with the workshop that Sara had had the same effect on them as she had on me. I felt inspired to put Sara’s recommendations in to action and immediately implemented positive changes. I know other members of my group have done the same.”
LAUREN MALONE
Founder of Lemon Tree Coaching and Development
Example topics
We can cover a range of subjects to suit your people. Examples include:
Relationship to money and mindset
Practical cashflow
Running a business and planning for tax and expenses
Goals and planning
Money and mental health
Savings and investments
Pensions
Pricing
Our pricing starts from:
In-person (£250/hr plus travel) or Online (£125/hr)
Preparation (£125/hr)
Questions? Interested in booking?
We can’t wait to hear from you: