Take your finances to the next level
6-Week Coaching Programme for Women to Take Their Finances to the Next Level
The Build Your Financial Wellbeing programme
is a compact 6-week course comprising
7 sessions. It covers key principles of financial wellbeing, wealth building, and investing.
The programme is hands-on, Including group sessions and several 1-on-1 coaching sessions to design your path to financial wellbeing and determine concrete steps to achieve goals.
"I cannot recommend enough Minna as a financial coach. You will leave her course on financial wellbeing feeling empowered and confident."
Magali Martowicz,
Head of Human Rights,
International Olympic Committee - IOC
Visual Guidelines
MVB — 2024
The Build Your
Financial Wellbeing Programme
The 6-week programme includes inspiring group sessions and 1-on-1 coaching
Pinch to zoom
Tools
01
Personal Net Worth template, where you can track your progress over time
Financial Flows template to track income & expenses
Passive Income template to simulate the investment needed for your target income
Portfolio analysis, where I provide my feedback and benchmark on your existing investments
Key tools and resources included in the programme
Action plan
02
Personal Investment Plan with steps to reach your goals
My feedback and advice on your selected providers and investment strategy
Live group sessions to track progress and follow up
Resources
03
Advice on key topics, e.g., ETF investing playbook, investing for kids, analysis of pensions
Curated list of the best financial tools, books and podcasts that I would recommend
Community
04
Community of course participants, from whom you can ask questions.
Share your achievements with or simply connect with likeminded people
Live advice
05
If you face a blockage or have a question, get live advice from me via What’s App or email
The support continues also after the course, to give you the flexibility to progress at your speed
Concrete results
Concrete results that you can expect through this course:
Increase income
through creating or optimizing your investment portfolio for growing your wealth
Save on costs
through avoiding too high investment fees (these can easily add up to thousands…)
Reduce worries about retirement
know what to expect and how much you would need to invest to have enough to live comfortably
Be in control of your life
through having a plan to simplify your finances and make your money work for you
Everyone’s life is different. But the main financial principles are the same.
In this course, you will go through a step-by-step process to understand and optimize your finances, learn how to use the financial principles, and build your investment portfolio for your future financial security and freedom.
Are you ready to take control of your finances? I will show you the way.
But you will need to do the work. If you do, the results will be there
Take your finances to the next level
6-Week Coaching Programme for Women to Take Their Finances to the Next Level
The Build Your Financial Wellbeing programme
is a compact 6-week course comprising 7 sessions.
It covers key principles of financial wellbeing, wealth building, and investing.
The programme is hands-on, including group sessions and several 1-on-1 coaching sessions to design your path to financial wellbeing and determine the concrete steps
to achieve your goals.
"I cannot recommend enough Minna as a financial coach.
You will leave her course on financial wellbeing feeling empowered and confident."
Magali Martowicz,
Head of Human Rights,
International Olympic Committee - IOC
Visual Guidelines
MVB — 2024
The Build Your Financial Wellbeing Programme
The 6-week programme includes inspiring group sessions and 1-on-1 coaching
Session
Time
Topics
Group sessions to inspire and build knowledge
Foundations of financial wellbeing
2 hours
• Dreaming big – how would your dream life look like?
• Women’s unique life stages and their financial impact
• Principles of sound personal financial management
• Key principles of investing for building wealth
• How to concretely get started and what to watch out for
• How to invest systematically and easily
2 hours
2 hours
Making your wealth grow
Investing with confidence
• Money mindset and addressing mental barriers
• Harness the power of compounding interest
• Building an investment portfolio for passive income
1-on-1 coaching sessions
Taking your finances to the next level
1 hours
1.5 hours
• Homework: Action plan and investment strategy
• Define your commitments for your financial future
• Get feedback on product choices and investment strategy
• Homework: Financial flows –analysis of cash flows
• How to optimize income and expenses
• Investment plan to build your target passive income
Your plan of action and commitment
• Homework: Balance sheet of your financial situation
• Analysis of your situation, opportunities and risks
• How to make the most of your assets
1.5 hours
Where do you stand now?
Follow-up group session
2 hours
• Group session ca. 3 months after the course end
• Share learnings, obstacles and successes
• Celebrate your progress with the group
Follow-up: Making the Most of Your Finances
Key tools and resources included in the programme
01
Personal Net Worth template, where you can track your progress over time
Financial Flows template to track income & expenses
Passive Income template to simulate the investment needed for your target income
Portfolio analysis, where I provide my feedback and benchmark on your existing investments
Tools
02
Personal Investment Plan with steps to reach your goals
My feedback and advice on your selected providers and investment strategy
Live group sessions to track progress and follow up
Action plan
03
Advice on key topics, e.g., ETF investing playbook, investing for kids, analysis of pensions
Curated list of the best financial tools, books and podcasts that I would recommend
Resources
04
Community of course participants, from whom you can ask questions, share your achievements with or simply connect with likeminded people
Community
05
If you face a blockage or have a question, get live advice from me via What’s App or email
The support continues also after the course, to give you the flexibility to progress at your speed
Live advice
Concrete results that you can expect through this course:
through creating or optimizing your investment portfolio for growing your wealth
through avoiding too high investment fees (these can easily add up to thousands…)
know what to expect and how much you would need to invest to have enough
to live comfortably
through having a plan to simplify your finances and make your money work for you
Everyone’s life is different. But the main financial principles are the same.
In this course, you will go through a step-by-step process to understand and optimize your finances, learn how to use the financial principles, and build your investment portfolio for your future financial security and freedom.
Are you ready to take control of your finances? I will show you the way.
But you will need to do the work. If you do, the results will be there
Concrete results
Increase income
Save on costs
Reduce worries about retirement
Be in control of your life
Call to action
Most people do not know their current personal net worth or how their financial situation will be in their retirement years.
It is far easier to ignore things. This is effectively saying to yourself: "I have no control over my finances."
But there is power in acknowledging your situation, taking ownership of problems, and making a plan.
If you want to stop worrying about money, you need to take responsibility and do something about it.
When you do, wonderful things can happen.
Disclaimer
Important – please read
The course content does not constitute personal financial, investment, legal or tax advice
The information or service is for informational purposes only
I do not sell or provide any financial products, but provide guidance on general financial principles, criteria for selection and options
All decisions are taken by individuals on their own – I do not assume any liability
42
Visual Guidelines
MVB — 2024
Minna Schmidt
Are you ready to connect?
Free 30 minute Zoom call
Schedule a call
Schedule a call
Email me
Email me
Disclaimer
Important – please read
The course content does not constitute personal financial, investment, legal or tax advice
The information or service is for informational purposes only
I do not sell or provide any financial products, but provide guidance on general financial principles, criteria for selection and options
All decisions are taken by individuals on their own – I do not assume any liability
Visual Guidelines
MVB — 2024
Minna Schmidt
Are you ready to connect?
Free 30 minute Zoom call
Schedule a call
Email me
Swiss Financial Coach and Investor Empowering Women in Financial Wellbeing
Swiss Financial Coach and Investor Empowering Women in Financial Wellbeing
Swiss Financial Coach and Investor Empowering Women in Financial Wellbeing