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BROWSE OUR FINANCIAL SUCCESS PATHS

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The Path to financial success is utterly predictable.

People who work with us get the results they want. They get absolute clarity why their finances are as they are and what to do about it – step by step. This is because we have a rigorous process that ensures financial success. Our process is evidence-based, objective, measurable and verifiable.  At the heart of our process is a detailed financial success assessment that measures exactly where you are and why.  If you haven't discovered your Money Mindset yet click here.

If you're ready to change your financial future browse the ways to work with us below:

THE BOOK

Reading our book is a great first step. You need to figure out where you are terms of financial success and by reading our book you will be able to identify your Money Mindset and the Money Mindsets of those around you!

The book is full of exercises that help you change your money mindset if you choose...

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GROUP PROGRAMME

Everyone who has attended one of our group programmes has experienced a tremendous shift in their Money Mindset and in their overall life. 

People learn tremendous amounts from others experience and experience how similar lots of our money issues are. Some attendees have made lifelong friends from attending one of our group programmes. 

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What You Get:

  • Online live group training with Karen & Jo
  •  4 x 3 hour workshops
  • 1.5 hours group online training x2 times a month for 12 months,
  • 3 x 1 hr 15 mins individual coaching sessions specifically tailored to your needs - 1 of these will be your individual feedback after the initial assessment.

The group programme is broken down into 9 easy to follow stages:

1. ASSESSMENT 

At the heart of our training process is rigorous assessment against evidence-based, objective, and verifiable financial success standards. 

2. FEEDBACK 

You will receive individual Feedback on the assessment results and a detailed plan for what exactly you need to learn and the specific actions you need to take to ensure your future financial success. You will get a 12 page report on the results of your assessment detailing your financial strengths & weaknesses and a personal  training plan designed to address any gaps in your financial success skills.

 At regular intervals throughout and at the end we re-assess your financial success so you can see how far you've come and what your specific next steps are.

3.FINANCIAL SUCCESS TRAINING PLAN

We will cover all the gaps that arise from the assessments. Your financial success training plan is designed from the results of your assessment and your personal objectives. This ensures you take the exact right next steps to get the result you want.

4.  TRAINING IN ALL 3 ASSET CLASSES

  • Stocks & Shares
  • Property 
  • Business

5. CHANGING YOUR MONEY MINDSET

  • Recognising your individual money block
  • Thoroughly understanding how your money block destroys your wealth over and over again and learning exactly HOW to change this
  • Experience changing your old Money Mindset for the Rich Money Mindset

6.TRAINING & COACHING IN THE 5 CRITICAL FINANCIAL SUCCCESS SKILLS

  • Managing
  • Saving
  • Creating
  • Spending 
  • Giving

7. DESIGNING YOUR PERSONAL FINANCIAL SUCCESS STRATEGY 

  • Understand YOUR individual wealth flow
  • Step by step design YOUR Individual wealth strategy
  • Analyse and implement your individual wealth tactics to ensure you achieve your wealth goals

8. SUCCESSFUL FINANCIAL DECISION MAKING

  • Learn YOUR financial decision making style
  • The 2 step process you must follow to ensure robust and consistent financial decision making

9. REASSESSMENT & FEEDBACK

This is the most important step

  • Thorough assessment to measure what you have learned and your specific financial achievements
  • Design a learning plan for your critical next steps to ensure lifelong wealth creation.
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ONE TO ONE

This programme is completely tailored to your learning needs. At it's heart is our tried and tested 4 Money Mindsets method but you work individually with Karen & Jo Singh at your own pace dealing specifically with whatever issues and blocks you might have to your creating a rich and wealthy future.

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What You Get:

  • 40 hours (minimum) one 1-2-2 (2 coaches) coaching, mentoring and training.
  • Individually tailored amassment of your Money Mindset & Financial Success skills and abilities.
  • Individual feedback and 12 page Financial Success assessment Report.  
  • Gentle and honest support through understanding what is holding you back, what you need to let go of and teaching you at your pace and style to ensure you replace your current Money Mindset with the Rich Money Mindset.
  • Completely bespoke coaching, mentoring & teaching of the financial skills you need to ensure your financial success
  • Intensive support and teaching on developing your Individual Wealth Plan

The one to one coaching package is broken down into 9 easy to follow stages:

Every stage is covered to meet YOUR specific financial success requirements

1. ASSESSMENT At the heart of our training process is rigorous assessment against evidence-based, objective, and verifiable financial success standards. 

2. FEEDBACK You will receive individual Feedback on the assessment results and a detailed plan for what exactly you need to learn and the specific actions you need to take to ensure your future financial success. You will get a 12 page report on the results of your assessment detailing your financial strengths & weaknesses and a personal  training plan designed to address any gaps in your financial success skills.

 At regular intervals throughout and at the end we re-assess your financial success so you can see how far you've come and what your specific next steps are.

3. PERSONAL FINANCIAL SUCCESS TRAINING PLAN

Your personal financial success training plan is designed from the results of your  assessment and your personal objectives to ensure you take the exact right next steps to ensure you get the result you want.

4. BESPOKE COACHING ACROSS ALL 3 ASSET CLASSES

  • Stocks & Shares
  • Property 
  • Business

5. CHANGING YOUR MONEY MINDSET

  • Recognising your individual money block
  • Thoroughly understanding how your money block destroys your wealth over and over again and learning exactly HOW to change this
  • Experience changing your old Money Mindset for the Rich Money Mindset

6. BESPOKE TRAINING & COACHING IN THE 5 CRITICAL FINANCIAL SUCCCESS SKILLS

  • Managing
  • Saving
  • Creating
  • Spending 
  • Giving

6. DESIGNING YOUR PERSONAL FINANCIAL SUCCESS STRATEGY

  • Understand YOUR individual wealth flow
  • Step by step design YOUR Individual wealth strategy
  • Analyse and implement your individual wealth tactics to ensure you achieve your wealth goals

8. SUCCESSFUL FINANCIAL DECISION MAKING

  • Learn YOUR financial decision making style
  • The 2 step process you must follow to ensure robust and consistent financial decision making

9. REASSESSMENT & FEEDBACK

This is the most important step

  • Thorough assessment to measure what you have learned and your specific financial achievements
  • Design a learning plan for your critical next steps to ensure lifelong wealth creation.
GET IN TOUCH

FIND OUT YOUR MONEY MINDSET

RICH? COMFORTABLE? BREAK-EVEN? IN-DEBT?

FIND OUT NOW