Collier Sustainable Wealth Management
Money mindset guidance to reframe your approach to managing your finances, while staying true to your core values and priorities
Patterns of financial behavior form over many years. You may have inherited them from your parents or picked them up in economics class. But the habits you fell into years ago might not be working for you now. You may not even realize you have them. Or that they’re actively getting in the way of your happiness. But breaking the cycle and living a positive financial life can be easier said than done. Our money mindset program will show you a simple approach to achieve that.
Many of the traits defining your relationship with money were embedded years ago. As such, they may have created a blind spot. We will help you pull that situation back, isolate the financial roadblocks and then get rid of them for good, leaving you free to make a fresh financial start.
Are you slipping into bad habits such as regularly overspending, struggling to save or even being afraid to spend what you’ve worked hard to earn? We can flush out the habits that cause your anxiety. Or, you may just require a fresh perspective about money.
With all the blocks removed, you can start making real progress with your financial goals. Whether it’s building towards your retirement or booking around-the-world travel, we can help get you where you want to be to enjoy an ongoing, healthier relationship with money.
CMCs deliver a money mindset guidance system developed by the Money Coaching Institute. We guide you in creating more fulfilling financial habits that improve your relationship with money. These new behaviors are based around your unique values, needs and priorities.
First, we get to the roots of your relationship with money and explore how those roots affect you. We then take a look at your spending and saving patterns and also your personality.
Finally, we lay out a new financial path for you to take that encourages development of new habits and a direct track to the outcomes you desire. You’ll finish the program with a full understanding of your financial behaviors, where they came from and what you need to change to feel truly fulfilled. Our training and workshops are available for individuals, couples and businesses.
Bad habits shouldn’t hold you back from the prosperous life you desire. You can make simple, yet transformative, changes to their financial habits. You’ll discover new tailored strategies that align with your unique principles, so you can finally build a successful relationship with money.
1.
SCHEDULE A CALL
Find an appointment in our calendar to suit you and we’ll send you out some information in advance so you know what to expect when we meet and what questions to ask.
2.
HAVE A CHAT
We’ll meet by Zoom or in person—your choice—and spend 30 minutes assessing your lifestyle and wishes so we can decide if we’re a good fit to support you.
3.
CREATE A PLAN
We’ll tailor—and monitor—a customized, clear financial plan that accomplishes your financial goals, fits your unique personality, and aligns with your values.
You don’t need to be held back by habits formed in the past. Schedule a call today for customized support that will help you get on track for the secure future you deserve.