Supporting you to deliver lifestyle planning
Money Pathway offers a range of services and solutions that are targeted at empowering financial planners to maximise the benefits of cashflow modelling, as an integral part of lifestyle financial planning
Maximise the benefits of cashflow
I fully understand the power of cashflow as a critical element in planning and in particular in building client engagement and understanding. I was Head of Client Solutions at Voyant for eight years and have helped countless advisers to maximise the benefits of cashflow. I want to leverage that experience to provide a bespoke coaching service to firms and individuals to ensure that lifestyle planning makes a difference to your business and your clients.
I aim both to save you and your colleagues’ time and to help enhance the excellent service you provide to your valued clients.
I am now able to offer a range of services that will take the stress out of the sometimes complex and time-consuming cashflow modelling processes by helping you to build plans and to deliver them effectively, so that they have real impact in the planning process.
Services Include...
Building cashflow plans and “what ifs”
Presenting and explaining real time “insights”and “simulations”
Coaching advisors on how to unlock the power of lifestyle planning
Training and supporting the delivery of a cashflow plans for you or your team
Checking and testing your cashflow plans to ensure that they are meeting your highest standards
Delivery of the cashflow academy programme
Read MoreFrequently Asked Questions
Can you build cashflow plans for my business?
Yes, I can build Voyant plans for your clients with what if scenarios, I can then share the plan with you and you can present to your client.
Are you able to support me in client meetings?
Yes of course, I can either present a plan for you or provide a simple presentation for you to deliver and just be on hand for any amendments that need to be made live.
What are the benefits of the cashflow academy course?
This course has been designed to support a learner from a very basic level all the way up to becoming a Voyant expert practitioner. I have taken the 8 years of experience at Voyant and created a course that I feel offers a truly bespoke and unique coaching experience. This is an investment in you and your business and afterwards you should see a return on your investment with greater client outcomes and satisfying the key elements of “the duty” and creating more revenue opportunities.
What is your charging model?
Coaching sessions and plan building is on an hourly rate, the more hours you purchase in advance the cheaper the sessions, these sessions would be priced working on a remote basis.
1 hr = £150
2 hrs = £275
3 hrs = £400
4 hrs = £500
5 hrs = £600
+5 hrs = £120 p/h
Workshops and face to face coaching can be priced based on your requirements.
How long do you keep data for?
My GDPR statement is here if you would prefer me to delete your client data once I have completed the work then I can do so.
