WHAT WE OFFER

Future Balance offers a variety of coaching packages.  Our standard ones are listed below - however we also offer a number of bespoke packages that will be tailored to your needs.  If you'd like to discuss a bespoke package with us then please get in touch.

Jump to:  Complete Coaching Package  |   Couples Coaching Package  |   Money Habitudes Report

Our Complete Coaching Package is the perfect way to begin your journey to taking control of your finances with a new positive money mindset.  The features of this package (listed below) are designed to get you thinking about your current relationship with money, understand where you want to be with regards to not just your approach to finances but your life goals, and then work out the steps needed to reach those goals.

Additionally, no money is due for payment until the Initial Consultation has been completed and there is no obligation to continue if you don't feel the coaching is right for you.  We want you to understand what we offer and be completely comfortable with the process before you part with any money.

This package includes:

  • Initial 30-minute Telephone Consultation  -  This conversation gives us to give you more of an insight of what finance coaching entails and how it can help you, whilst we can begin to understand your current situation and what you are looking to achieve from the coaching.  Again as noted above, no money is due until this part of the process is complete and both parties are happy to continue.
  • Money Habitudes Report Code - Money Habitudes is a fun, online tool which helps you to understand your money personality.  Once you have completed it, you will receive a comprehensive report on your habits and attitudes to money, which in turn helps us to learn a bit more about you ahead of the coaching session.
  • Questionnaires to complete and make you think about your relationship to money - These questionnaires are completed ahead of the coaching session and, along with the Money Habitudes reports, helps to give us an idea about your circumstances and relationship with money. We offer support to complete these questionnaires as well, should you require it.
  • Two-hour confidential 1-2-1 coaching session - In this session we will work with you on areas identified in the questionnaires and reports (both mental and financial) and help identify next steps to feel more confident with regards to your finances and to achieve any goals (financial or otherwise) that have been identified in the questionnaires or the session.  This session will either be face-to-face or via a video conference (this is dependant on your location).
  • E-mail review of session and post e-mail support - After the session we will provide you with an e-mail highlighting key points from the session, additional information promised, and confirmation of next steps agreed. You will also have access to e-mail support should you have any queries or questions following the completion of the session.

To book your no obligation initial consultation now then click on the "Book Consultation" button and select a convenient time for us to contact you where we can discuss what you're looking to achieve and how we can help in more detail.

Our Complete Couples Coaching Package is the perfect opportunity to work towards a positive money mindset as a partnership.  This package is ideal for you if you're at the start of the journey to save or budget for a big future outlay (i.e. a wedding or a house purchase) or equally if you want to address any financial issues you may be experiencing, this will help you to overcome those issues together.  As with the Complete Coaching package, the features of this package (listed below) are designed to get you thinking about your current relationship with money, understand where you want to be with regards to not just your approach to finances but your life goals, and then work out the steps needed to reach those goals.

Additionally, no money is due for payment until the Initial Consultation has been completed and there is no obligation to continue if you don't feel the coaching is right for you.  We want you to understand what we offer and be completely comfortable with the process before you part with any money.

This package includes:

  • Initial 30-minute Telephone Consultation  -  This conversation gives us to give you more of an insight of what finance coaching entails and how it can help you, whilst we can begin to understand your current situation and what you are looking to achieve from the coaching.  Again as noted above, no money is due until this part of the process is complete and both parties are happy to continue.  If as a couple you wish to have individual consultations then an additional initial consultation is included.
  • 2x Money Habitudes Report Code - Money Habitudes is a fun, online tool which helps you to understand your money personality.  Once you have completed it, you will receive a comprehensive report on your habits and attitudes to money, which in turn helps us to learn a bit more about you ahead of the coaching session.
  • Questionnaires to complete and make you think about your relationship to money - These questionnaires are completed ahead of the coaching session and, along with the Money Habitudes reports, helps to give us an idea about your circumstances and relationship with money. We offer support to complete these questionnaires as well, should you require it.
  • Two-hour confidential 1-2-1 coaching session - In this session we will work with you on areas identified in the questionnaires and reports (both mental and financial) and help identify next steps to feel more confident with regards to your finances and to achieve any goals (financial or otherwise) that have been identified in the questionnaires or the session.  Depending on your situation this may involve coaching each partner individually, both of you together, or a combination of both. This session will either be face-to-face or via a video conference (this is dependant on your location).
  • E-mail review of session and post support e-mails - After the session we will provide you with an e-mail each highlighting key points from the session, additional information promised, and confirmation of next steps agreed. You will also have access to e-mail support should you have any queries or questions following the completion of the session.

To book your no obligation initial consultation now then click on the "Book Consultation" button and select a convenient time for us to contact you where we can discuss what you're looking to achieve and how we can help in more detail.

Money Habitudes is a fun, online tool which helps you to understand your money personality.

Upon purchase you’ll be given an access code to allow you to log on and answer whether you agree or disagree with a number of statements about your attitudes and habits towards your finances.  Once you’ve answered all the questions you’ll be e-mailed a comprehensive report detailing where your strengths and weaknesses with money lie, as well as ideas on how you can improve your overall approach to your finances.

This is a fantastic starter tool to help you begin to understand your relationship to money and take your first steps towards a positive money mindset.