At First Wealth, our financial coaching works in tandem good financial planning. Importantly, we don’t offer a single coaching session, but instead make sure it is an ongoing process.
The first step is for you to tell us about your financial goals and responsibilities. Then we need to learn more about you. We’ll ask you some questions, including but not limited to:
What is important to you in life, and why? Is there anything stopping you achieving these goals? How would it feel to be able to achieve these goals?
Once we have an in-depth picture of your financial situation, aims and ambitions, we will provide regular communication and advice.
This process is important during what we call ‘times of transition’ when you might be experiencing changes in your life. These changes can include economic events, such as the impact of Covid-19, or personal events such as selling or starting a business or buying a new house.
Our job is to listen and guide you through the process.