If you think you need a lot of money saved to see a financial advisor – you’re wrong. Our point of difference is we don’t push product, insurances or agendas – instead we’re about strategy, accountability, action and financial adulting.
That means what we do is different and we're not for everyone. What we do is offer strategic solutions for where you’re at.
That might involve creating spending and saving plans, automated systems, debt reduction plans, assistance with merging finances with your partner, helping you decide what to do with the $5,000 or $250,000 you’ve saved or inherited, helping you figure out how to buy a house if that’s what you want or what your next step should be. Sometimes providing accountability, wealth creation and even financial therapy. All the while keeping in mind that you want to live and enjoy now but not at the expense of your future self.
How we start doing that is with a 30 or 60 minute General Advice session at a cost of either $220 or $395.
For many people, we find that session alone is enough. Or you might move onto the online My Financial Adulting Plan, or our one-on-one Money Barre Magic Strategic Plan or wealth coaching and accountability. (Spots are limited.)
But it starts with booking a general appointment in the link below OR you can jump on and check out our online courses or corporate workshops if that's more your style
Empowerment, resilience, wellness – they’re terms we use a lot in our workplaces. They’re things we want for our businesses, for our people and for ourselves. So, we invest in leadership, coaching and health but we often miss the one thing that permeates all of this – our finances.
That’s because if we feel financially empowered, financially resilient and financially well we feel less stressed, less preoccupied and less devoid of choice.
Research tells us when we’re in financial stress, we’re less smart and less creative. In 2011 Princeton University conducted a series of experiments and discovered that pressing financial concerns had an immediate impact on the ability of low-income individuals to perform on common cognitive and logic tests. On average, a person pre-occupied with money problems exhibited a drop in cognitive function, similar to a 13-point dip in IQ, or the loss of an entire night’s sleep. While a 2017 Bank of America Merrill Lynch study showed that 67% of millennials said financial stress overtook their ability to focus and be productive at work. This younger generation are spending an average of four hours a week at work focussing on their finances – twice that of Generation Xers and four times the amount of time as baby boomers.
This means that while we might think financial stress is a personal problem that corporations don’t need to address – smart companies are recognising that it’s a productivity issue and a societal problem and are actively doing something about it.