Sleeping at night, living wholeheartedly by day
A personal and professional journal
Why 'About me'? (Click to expand)
In her book I thought it was just me Brené Brown, a research professor at the University of Houston Graduate College of Social Work who has spent the past thirteen years studying vulnerability, courage, worthiness, and shame, writes:
‘When we interview doctors, therapists and other credentialed professionals, we can’t assume objectivity. We don’t have the right to infringe on their private lives, but we do have the right to understand their professional values, ethics and their motivation for working with us. This is especially true for professionals who offer advice or guidance‘.
I entirely concur with those sentiments, which indeed inspired me to set up this site to provide a bit about my background, my journey, my mistakes and my successes, my perspectives on life and work so you can decide whether you want to keep in touch with me on your own life and financial journey, which may be very similar to mine.
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From hundreds of meetings with clients who have told me their stories, I know that comments such as ‘I’m worried I don’t have enough savings’ are only the tip of the iceberg. When I explore deeply I find that most have three key issues that they really want to deal with. They have hazy life goals and no financial plan, their assets are not performing as expected and they are not leading the life they aspire to. As a result, their lives are mired in uncertainty, anger and anxiety.
Here are three who found out how to sleep at night and live wholeheartedly by day.
Listen to Lynn
‘Without (you) we would never have had the confidence to do what we are doing but would have muddled on in the same old way. Now we are on the brink of a major, albeit somewhat scary, adventure, secure in the knowledge that we have the financial backing to live our dream life style. It truly is all thanks to you (and) the enthusiasm, patience and confidence you expressed so clearly to us’.
Hear Bill & Thelma
From the dark to the light
My personal journey has not been a straight line, more a series of wobbles, U-turns, dead ends and mistakes. I used to be ashamed of my mistakes. I now regard then as my greatest asset and hope my experience will help people get up quicker than I did when I fell down.
I relish collecting and absorbing information, connecting with people and sharing ideas to bring about change for the better.
Whist the work I do is uniquely my own, it is built on a foundation of important influences stretching back to childhood, some of which you can read about here.
My business today has its origins in my first City job with a boutique investment management company and the after effects of the 1987 stock market crash
Right money, right place, right time
In my wide-ranging and very personal book I advocate treating money as a means to an end rather than an end in itself. Using perspectives from life coaching and financial planning I describe how to always have the right money in the right place at the right time to live and breathe, to find choice and freedom, to transform our lives and the lives of others.
‘Brilliant! A very comprehensive book on financial life planning, it’s got it all. This is more than just a book on planning your finances (forget those books). This sets a precedent on how financial planning should be delivered in the future. It gives away everything you need to know about planning in spades, and more, developing your mind, body and spirit, and keeping you within the boundaries of your wallet – Steve Conley
Here are three ‘must have’ keys to restful nights and fulfilled days.
'Data with soul'
In Brené Brown’s words, stories are data with a soul.
We need bravely to take ownership of our stories so we control them, rather than have them own us.
We need to write our own endings to our stories.
Explore The Wisdom of the Story with Brené Brown
If you are in struggle or not where you want to be, a process or system will stop you going round in circles.
I call my process FUTURE, short for Foundation, Utopia, Transformation, Utilisation of Resources, Roadmap and Engagement. This addresses your life and money together so you sleep at night and live wholeheartedly by day.
‘You are a unique and wonderful human being. There is so much you have achieved already, and so much more you can achieve. In your heart of hearts you know you want to make a difference – to yourself, your family, your community, your work, your world. Yet you find yourself constrained by time, by money, by fear, by the rules of the world.
‘So how would it feel to have someone walk alongside you, working with you to maximise your potential and live a truly wholehearted and authentic life? How would it feel to have someone work with you to make the most of your time and resources? How would it feel to have someone accompany you on a journey to build a new relationship with money, free of greed, envy, comparison, uncertainty and “I don’t have enough…”? How would it feel to have someone work with you to gain the courage, power and resources to live your dream?
‘I hope it would feel good. I hope it would leave you soaring like a bird in the sky. In fact, I know it would because I’ve done it myself and for the last 15 years that’s what I have done for my clients. I can do it for you, too.
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