Frequently Asked Questions
Below you will find answers to some of the most commonly asked questions about MoneyHeave
What is Financial Coaching?
Financial coaching is a type of professional service designed to help individuals and business owners achieve their goals through better financial planning and decision making.
Financial coaches work with clients to identify areas of concern, develop strategies, create action plans, and provide individualised guidance in order to reach specific financial goals. This includes understanding income sources and expenses, budgeting for the future, developing investment strategies, and planning for retirement.
Financial coaching can help people to improve their overall financial status and reach their desired lifestyle goals. Additionally, it can help business owners plan for the future and make sound decisions about investments and expenses. With the assistance of a financial coach, individuals and businesses can create strong financial foundations that will serve them well for years to come.
Book a call or send an email to learn more.
Why is Financial Coaching needed?
Financial education and coaching is needed now more than ever due to the current economic climate and cost of living crisis. With rising rates of unemployment and mounting levels of debt, it is essential for individuals to have a sound financial plan in order to remain financially secure.
Financial coaching can help those who need it most. With millions of adults unable or unwilling to afford advisers, as well as people not knowing where they should start when it comes to financial advice- this is a major issue for many!
Financial coaching can provide invaluable guidance that can help individuals create an action plan specifically for them and their financial situation. By working with a coach, individuals can gain insight into ways to save money, plan for the future and make sound decisions about investments and expenses. Additionally, it can help individuals understand how to manage debt and create strategies for managing their finances in the long-term. With the assistance of a financial coach, individuals can secure their financial future and build a strong foundation for success.
With our non judgemental environment and confidential service we bridge that gap by providing guidance on all aspects of money management so clients feel safe while getting into shape financially.
The global crisis continues but here at MoneyHeave, where here to help you stop worrying about your finances anymore.
What is a corporate financial well-being workshop / program?
When staff are stressed out and worried about money, it’s hard for them to focus on their work. But there are ways that can change: we offer financial workshops and programs for staff members who want help managing their finances or just need some advice; as well as dedicated coaching days where we will meet one-on-one with anyone interested in getting financial stability!
Our corporate financial well-being workshops are designed to provide employees with the knowledge, skills and strategies they need to manage their finances effectively. The topics covered range from budgeting and debt management, to understanding money psychology and retirement planning. The aim of these workshops is to help employees build financial resilience, awareness and security, enabling them to make better decisions about their finances.
Who should attend a corporate financial well-being workshop?
The workshops are designed to benefit employees of all ages and income levels; however, it’s important to ensure that the content is relevant for each employee’s circumstances. Workshops can be tailored to meet the needs of different groups such as millennials, high earners, low-income workers and those with special financial circumstances.
What are the benefits of hosting corporate financial well-being workshops?
Hosting these workshops can help employers create a positive work environment and nurture productive relationships with employees. It can boost morale and reduce stress, as well help employees understand how their financial decisions affect their overall well-being. Hosting these workshops also helps employers develop a culture of financial literacy, which in turn encourages employees to take control of their finances and plan for the future.
How will the sessions take place?
Sessions can take place online or in-person.
We are not based in the UK. Can you help?
Yes of course! You can join from all over the world. We work with clients internationally.
The principles are transferable.
How is my Data protected?
Firstly, all information is kept confidential and will not be shared with any third parties. Any electronic or paper held information will be stored safely and securely.
My question hasn't been answered. Can I talk to someone?
Please telephone us on 0208 945 7733 or email us at email@example.com