Financial Coaching
What is Financial Coaching?
Financial coaching is a process of helping individuals achieve their financial goals and improve their financial well-being through personalized guidance and support. A financial coach works with clients to assess their current financial situation, identify areas for improvement, develop an action plan, and provide ongoing accountability and guidance.
The role of a financial coach is to educate and empower clients to take control of their finances and make informed decisions. This may include providing guidance on budgeting, debt management, saving and investing, retirement planning, and other financial topics.
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This will not be a financial advice session. While financial advice typically involves providing specific recommendations on investment strategies or financial products, financial coaching is more about providing general guidance and support to help individuals achieve their financial goals.
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You will not be told what to do, but rather empowered to make these decisions yourself.
Why Eleanor?
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As a seasoned professional in the banking and investments industry for over a decade, with a recent role as a portfolio manager for high net worth clients, Eleanor understands the importance of sound financial decision-making.
If you have complex financial needs or lack confidence in making your own financial decisions, Eleanor may suggest seeking guidance from a financial advisor. Her passion for educating others on managing their money and investments makes her a valuable resource for anyone looking to improve their financial literacy and achieve their financial goals.
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Her professional qualifications include: CeMap, IAD and PCIAM and has a degree in Economics from the University of Bath.
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For her career history please visit: