EQ Financial Planning

New episode has landed:

Emotionally Invested Dealing with all matters money and financial planning and how to simplify the messiness of when life meets money. Developing your own IQ and EQ with money and yourself.

A bonus episode with my ramblings on reviewing 2025. Available on Apple, Spotify and Amazon.

Emotionally Invested Dealing with all matters money and financial planning and how to simplify the messiness of when life meets money. Developing your own IQ and EQ with money and yourself.

https://www.eqfinancialplanning.co.uk/post/49-years-young-time-to-reflect-and-feeling-grateful

49 years young; time to reflect and feeling grateful I'll be 49 tomorrow. I think a lot about life and stuff generally and I've found myself this week really looking back on the person I have become and things I have done since I went into the big open world on my own; when I started my first ever job on the 1st July 1992 at Credit Suisse First Boston...

https://www.eqfinancialplanning.co.uk/post/humans-no-longer-needed-in-the-advice-world

Humans no longer needed in the advice world - real life financial advisers are still relevant Everybody is either excited or scared by recent news stories about AI. Is your job at risk? A lot of people seem to think that humans giving financial advice is a role that is ripe to be not only further disrupted but extinguished entirely, by the so-called robo-adviser. What exactly is robo-advice?...

I only have spaces for financial coaching left this year...6 in fact in total. Coaching starts again in September and life planning services recommence in January 2024. I'll be updating my website over the weekend to help with putting your details onto my waiting list.

Do you have employees ? Do you know if they are ok ? Read my new blog:

How well do you understand your employees financial well-being? making sure your staff's mental health and financial well-being are being considered and how financial coaching can help

It's not about the financial plan As a collaborator in helping clients come up with their financial life plan (using the Kinder EVOKE method as the starting point), there is one certainty that I can provide. Ready? That's it a best-guess at best, its already out of date one day after it has been written and that your life will likel...

Scottie Scheffler has won over $20,000,000 over the last 18 months and probably had total earnings of double this with sponsorship deals etc.

He drives a car that has 190,000 miles on the clock and continues to live in the same house - "I'm not a big car guy and we like the house we have". He is a religious man, and married his childhood sweetheart. His dream was to play on the PGA tour and it explains his demeanor when playing. Despite the scores, wins or losses, he is living out his dream daily.

For me, he is someone to admire as he proves that money does not change people; it amplifies who you are already are. He knows his values and beliefs and what matters to him. It is not material stuff for him despite having an open cheque book.

What can be learnt from Scottie, apart from his golf game? I encourage new clients to examine their beliefs about money, as well as being clear on their top five values. I've seen more success when financial coaching and life planning clients have these parts of the their planning figured out. It should be at the start and heart of all matters financial and otherwise.

You need more skills than a financial adviser to coach and empower clients.

Is your financial coach qualified ? Make sure your local financial coach in Aylesbury, Thame and Haddenham is fully qualified and not just a financial adviser.

Its not just for doctors......

A Budget for doctors (apparently) During his 2023 Spring Budget speech yesterday, Jeremy Hunt announced that the Office for Budget Responsibility are now forecasting that the UK will narrowly escape a recession this year. This was met with cheers from backbenchers, which reflects quite how low expectations have fallen – economic g...