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Financial Transformation
6-month Coaching Journey

This is an example of a 6-month financial coaching journey, designed to give you an idea of what’s possible. Every coaching plan is tailored to your individual goals and needs, with flexible options available from single deep-dive sessions to bespoke journeys or couple’s coaching. Feel free to reach out for details and to explore the best fit for you.

Session 1: Financial Audit

  • Focus: Financial Review Survey + Financial Heritage Reflection
  • Being in tune with your financial reality: Financial heritage, current situation, money behaviors or patterns, past experiences
  • Defining dreams and your financial future - what does success look like? Specific objectives for this journey?

Session 2: Balance Sheet and Net Worth

  • Focus: Balance sheet of your financial situation + SWOT analysis
  • Analysis of your situation, opportunities and risks
  • How to make the most of your assets and target Net Worth in 5-10-20 years

Session 3: Financial Flows

  • Focus: Financial Flows – analysis of cash flows
  • How to optimize income and expenses and defining a target level of investments
  • Passive Income Calculator - what kind of passive income would be possible for you and how much you would need to invest

Session 4: Pension Planning And Future Needs

  • Focus: Financial Prioritization Ladder + Pension Plan Deep-Dive
  • Understanding your current pension coverage, is there a pension gap?
  • "Financially Unbreakable" - understanding and protecting yourself from risks

Session 5: Investment Strategy

  • Focus: Four Horizons Investment Plan
  • Life Horizons Investment plan to support you optimally through your life stages
  • Defining your commitments for your financial future + behaviors to support you

Session 6: Financial Plan

  • Focus: Investment strategy
  • Investment plan to build your target portfolio for passive income
  • Focusing product choices, investment strategy and implementation

Tools & Resources included:

  • 6 x 60mins individual coaching sessions, including structured notes and next steps from each session
  • Detailed analysis of your financial situation (including all of your existing investments and assets)
  • Detailed action plan of next steps to reach target state
  • Review and feedback of financial providers and products
  • Possibility to ask questions any time e.g., via What's App
  • Key guidebooks and tools to support you, e.g., ETF Playbook, Financial Prioritization
  • Ladder, Passive Income Simulation tool, Monthly Income and Expenses tracker, etc.
  • Can also include support with execution like opening an investment account or comparing products and options, depending on needs
  • Regular check-ins over ca. 6 months that supports the building of consistent money habits and reaching your target state
  • Possibility to get a "light-touch" follow-up coaching check-ins after the journey to ensure successful execution and continued focus

Take control of
your financial future today!

Begin your financial journey with expert guidance and personalized solutions. Secure your future confidently.

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