Financial decisions
with clarity and wisdom

You’ve made countless financial decisions

– both in business and your personal life.

But right now, you’re grappling with

one particular financial decision which…

…keeps you awake at night

…you’re avoiding altogether

…feels too big, too foggy

…creates conflict in your relationships

…calls for a difficult conversation

…is too difficult to implement

Whether you are a professional or a creative, have high net worth or are still building your wealth – I can help you to cut through the issues and find a clear way forward to action.

What type of decision are you dealing with?

Personal Life

No matter how experienced or successful you are at decision-making, it is normal to find some areas of financial life difficult to navigate because they are emotionally-charged or they are simply unfamiliar terrain.

  • Pensions & retirement planning
  • Estate planning: wills etc
  • Redundancy
  • Divorce
  • Bereavement
  • Handling trustees
  • Excessive Spending
  • Debt

I can help you tackle difficult or unfamiliar issues and get clarity about the way forward.

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Family

Financial decisions involving family members can be very challenging. When you’re in the thick of it, it can be difficult to see the wood for the trees. Emotional entanglement makes communication clumsy, precisely when it needs to be handled with sensitivity.

  • Joint finances
  • Marriage & children
  • Equity within relationships
  • Divorce
  • Inheritance
  • Inter-generational wealth

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Business

Most business people are stronger in some aspects of running a business than others. Does one particular area now hold back your business or career? Or has the market changed, and some things have become increasingly difficult over time.

  • Pricing (& self-worth)
  • Negotiation
  • Managing clients or your time
  • Financial sustainability
  • Managing risk
  • Dealing with investors/lenders
  • Aligning purpose

I can provide fresh thinking and help you to upskill.

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Community

Everything we have comes from other people and the natural world. And in turn, we contribute to them. Your financial decisions, small and large, have a profound effect on this inter-connected matrix.

  • Philanthropy
  • Charity
  • Climate change & sustainability
  • Social justice
  • Political stability
  • Economic opportunity

I can help you ensure you take effective financial decisions to support your communities.

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