Hello.  My name is Jackie. Welcome. You have landed just the right place at just the right time ….. for you. It is all about finance for women and you are an important part of my journey.

I am here to provide financial help for you and your current issue.  I will help guide you in overcoming your obstacles. Together we can achieve the way through your source of distress around financial discomfort or stuckness in making the right decisions. End result? A sigh of relief!

	So, what does financial freedom mean to you? I can help by uncovering your beliefs that are holding you back. I can help you discover who and what you are without your blocks. The freedom is there. Need to sell you house quickly?  Difficulty in meeting your mortgage payments?
	Redundancy? I can help with a financial overview. Addressing what’s important for you now and in the future. We dill discuss loss of benefits and a way forward to meet your needs. I offer creative solutions that work.
	What’s your biggest money issue at the moment? What I do enables you to get clear and see your current picture. This is necessary before moving on. You will find that most of your issues are manageable once clarity is experienced.  NOT FINANCIAL ADVICE;  guidance through your blocks with PRACTICAL solutions
	What keeps you awake at night – what are you worried about? I can help by really listening to your issue. Research shows that 97% of sleepless are around money worries. I am uniquely qualified to find creative financial solutions and my joy is helping finance for women.
	Are you separating or divorcing? I can help teach you to communicate about money. This gives you a greater opportunity for a much fairer and clearer financial settlement. His golf course/pub ‘experts’ are telling him one thing. It would be in your interests to be better informed. How do I know? Well, most of the time I was advising men. Listening to how they solve their problems. My experiences will be of great help to you.
	Are you having to deal with finances for the first time? I can help you learn to budget. We can make it fun. I have experience in this many times in my working life.
	Do you need to make a big decision at this time? Using me as a sounding board and making use of my broad experiences may help. It’s confidential and I am a creative solution-finder.
	Who do you know that needs my help? I am meeting people who are telling me that they feel I can turn things around

Pricing structure of Finance for Women

ü  £100  per coaching hour.  + travelling costs*

ü  Book and pay in advance for 3 or more sessions at £90 per hour + travelling costs*

ü  Financial review £197 single and joint financial review £369 for 2 connected-person review.  Written report.  NOT FINANCIAL ADVICE.  A STATEMENT OF WHERE YOU ARE AT THE MOMENT

ü  £40 per month on a retained basis – includes 2 x 20 minutes Skype/phone top up sessions and 1 SOS call (that brings my fee effectively to under £60 per hour on retainer).  Only available after you have completed one or more full sessions.

*Travelling costs = 40 pence per mile

Do you want to purchase a Gift Voucher for your loved ones?  Or ask for one for your own needs?  Please ask me.

You can ring me for a free 15 minute introductory meeting to ‘get to know how
I can help’ –       01664 482 665             07973 895 750

How I work with you  We connect.  We meet in person and although not 100% essential, you will gain more from a personal meeting.  We uncover your issues.  I record your financial information.  I help you understand how your financial life is working – what your policies are designed to do.  (I often find people are paying direct debits that don’t serve them.  It can save money – I can often offset or even dwarf the fees me you pay).  We agree a strategy of achieving the result that you want

You’ll be interested to know THAT THERE ARE OTHER WAYS OF MEETING ME. 

Less formal.  Like some others, you may be able to put together a gathering of women.  For half a day.   With you finding the venue. 

To gage the content for the workshop, I would ask for questions from those in the audience before the event. The questions from the girls are forwarded onto me. 

We have fun, well, you know what it’s like when we girls get together! You see the picture? These anonymous questions are also being added to my book which is still in its early stages.  This will help readers to learn more about finances and improve their own lives.

OVERVIEW OF HOW WE MIGHT WORK TOGETHER TO HELP YOU MOVE ON FROM UNCERTAINTY TO A SIGH OF RELIEF

PROCESS – what I do. You contact me.  We evaluate what will work, how and when.

You share with me your current need/issue. I record your financial details and make notes on the softer issues. I explain how your polciies work in relation to your situation. I give you information about policy cancellations, changes within the product etc. No financial advice is given.  People approach me for a pre-IFA meeting.  It works well as you get to know the kind of questions you need to be asking your IFA

In my mind, I see finances as a PICTURE   and, being INTUITIVE, I know what questions to ask and what has not really been explored.

I give you a report based on the information you shared and the work we do together.  This is FREE only if you are paying for a series of coaching session.  I will quote you if you need a report and our session has been standalone or an SOS.

WHY IT WORKS   – I have the listening skills and 20 years experience to really hear what is going on. I draw upon all that I have to help YOU. If you need other professional help, I often know JUST the right person to take you forward.

WHEN YOU MIGHT NEED ME   – (apart from all the time), see above for some specific reasons you might need me ‘SOONER RATHER THAN LATER’