Is the Moneyfulness Method Right For You?
The Moneyfulness Method is all about helping you to maximise your money for the things that matter most to you. Each stage of the method has been designed to ensure your Financial Aspirations, Financial Strategies and Financial Behaviours are all aligned in the best way possible to make progress towards greater levels of Financial Freedom.
How Is It Delivered?
We take clients through the Moneyfulness Method via one on one coaching and small group workshops to make sure they receive the advice, assistance and attention required to be successful with their Financial Planning.
In order to provide a quality service like this and due to capacity reasons, we are only able to work with a limited number of families each year. This usually means we can only take on 1-2 new clients per month.
Given that we are only able to work with a small number of families, we always want to make sure that we only choose to work with families who we feel will get a lot of value from the Moneyfulness Method and whom we feel we can have a strong ongoing relationship with. We believe Financial Planning is a very personal and important part of our clients lives and so having a good, honest, open relationship is critical for success.
How Can You Get Started?
As you can see, we are very selective about which families we choose to work with. We only want to work with clients who we feel we have a genuine connection and can genuinely help. All of our clients are important to us. We see ourselves as their long term partner for achieving Financial Freedom.
Therefore, we do not start working with anyone until we've had some time to get to know them properly. This means having a chat (over the phone, skype or face to face) so that both parties can have a risk-free chance to meet each other and decide if we're a good fit to work together or not.
This first meeting is a no-obligation, no-cost chance to discuss your situation and see IF or HOW we can help you. If you’re interested in having a FREE chat then all you need to do is simply register your interest by clicking on the link below. Once you've registered, we'll get in touch to organise a time and date that best suits you to catch up.
How Does Your Family's Financial Planning Stack Up?
If you'd like to find out how your Family's Financial Planning is currently tracking, you can download FREE copies of the below resources.
The Family Money
The Family Financial Planning Scorecard