Back to the drawing board
It's time for a new approach....
We love life
It's time to start living the life you want
At The Wealth Therapist, we believe in a holistic approach to financial coaching. You focus on what's important to you - your life goals. We help you to design a personalised strategy that utilises your resources to realise the life you want. We don't sell financial products, that's not what we are about. We are here to change the relationship you have with your money. Unleash a new way of thinking today.
Karen Pincher is a Chartered Fellow of the CISI and holds the CISI Masters in Wealth Management qualification. With over 30 years experience in helping individuals with their finances, Karen developed the Wealth Therapist Programme based on demand from her clients and her observations of the main pitfalls people face when creating and utilising wealth to achieve their goals. By taking a different approach you can make your money (however small or large the sum) support your life goals.
What it involves
Committing to your dreams
We start by looking at what you want from life. Not what you feel you should do but what you really want to do - the things that turn your life from ordinary to truly fulfilling. We are all on our own journey and have a preference when it comes to our ideal route.
We help you determine your route, we help you navigate and avoid taking the wrong turn. Think of life like a car journey - with the right fuel efficiency & good navigation you will get further!
Replacing outdated habits
Most of us have bad habits or beliefs that no longer serve us. These have built up over time. Some stem from our childhood, learned from our parents; others we develop over time based on circumstances and experiences. We help you identify the things that will help you move forward and ditch the things that hold you back.
We work with you to form healthier habits around money; we give you a different approach and fresh new thinking to optimise your resources.
Getting things into focus
Who says finance is dull? By shifting your focus it certainly won't be all about counting the beans! Financial stability is the starting point but the ultimate aim is to live the life you want. Put yourself back in the driving seat
Don't get caught in the trap of letting life happen to you, being reactive rather than proactive is all too easy. Developing a new mindset and relationship with money can take less time than you think.
Face to Face Coaching
Our one to one service offers tailored coaching to help you through the steps you need to achieve a better relationship with money and to reach your goals.
Coaching is available in person or via virtual meetings - this is your journey and the choice is yours.
The programme is designed around you and can be completed at whatever speed you chose. We offer a free 30 minute consultation to ensure wealth therapy is a good fit. Each 2 hour session thereafter comes with a cost of £120 and can be taken at your own pace. We recommend taking time to get to grips with each stage before moving on to the next session.
Support is available in between sessions.
The Financial Wellbeing Project
We are running a series of courses for residents in the town of Walsall that are sponsored by Walsall MBC under the UK Government Multiply initiative.
These courses are open to residents of Walsall who are in employment and are aged 19 and above.
The courses offer a basic understanding of the principles of good financial management and apply the fundamental teachings of the Wealth Therapist programme.
This programme is particularly useful for those who feel they don't have a good level of financial understanding.
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