I now feel much more secure, and financially sound

I recently spoke to one of my clients , let’s call her Grace, to ask what benefit she obtained from us working together.

What prompted you to have a meeting with me?

I was quite anxious about my financial future, and had no clear idea of where I stood. I didn’t know what information I needed or how to get hold of that information.

I was in a real quandary and found the situation really challenging. I was desperate for some peace of mind about my finances, since the worry and uncertainty was keeping me awake at night.

How did you feel at our first meeting?

At the meeting I was very upset and emotional since I just didn’t know what my finances looked like. However, you were very empathetic and put me at ease. You made me feel very comfortable and safe.

Prior to the meeting I was concerned about how I’d feel about my lack of financial understanding. However, even though I’m not financially savvy you treated me with empathy and acknowledged that I did have a brain!

I left that meeting feeling much more confident and it set my mind at ease. You were very easy to take to.

What difference has our working together made to you?

I now feel much more secure, and financially sound. I know I can retire in 1 year if I wish. It is such a total weight off my mind.

Any final words:

“If you’re worrying about your money, do find someone you can work with. Don’t let it take its toll on you emotionally and physically.

Mary has helped me to gain a better understanding of my financial matters in a way which was very straight forward and easy to understand.

She provides a service which really takes into mind the person she is working with. The personal approach, making sure that a person feels that they are being listened to is something that she is excellent in providing to her clients.”

If you are experiencing concern about your finances please do email me at mary@wealthforwomen.biz or call me on 01932 698150. We can discuss what your concerns and issues are and what help you need to ensure you feel more secure and financially sound, and as a result can have a great night’s sleep!

 

Mary Waring is a Chartered Accountant, Chartered Financial Planner and Money Mindset Coach, helping women transform their relationship with money so that they can become free and powerful. She is also the bestselling author of "The Wealthy Woman: A Man is Not a Financial Plan."

Read More

If you enjoyed this post, we recommend the following as additional reading. 

How to protect your pension share from falls in the stock market

The previous blog “How is the value of my pension share calculated?” highlighted the process to be followed in calculating the amount of funds to be transferred on implementation of a pension share. If there is a significant fall in the stock market from the date of the original valuation to implementation date it’s very…

Read More about How to protect your pension share from falls in the stock market

Why So Many Wealthy Women Still Feel Anxious About Money……

✨ Release guilt, fear, and panic around money And What We Can Do About It Imagine if you had more money than you could ever spend. And yet, you still check your account every morning — just in case it’s all gone. Sounds unlikely? I’ve worked with financially successful women for over a decade —…

Read More about Why So Many Wealthy Women Still Feel Anxious About Money……

Will my state pension be enough?

Don’t think that if you don’t save for your retirement that the state will help in any significant way. Basic state pension at the time of writing is £5,587.40 pa which is a measly £466 per month. Anyone who thinks that’s enough for them to live the life style they need, well hat’s off to…

Read More about Will my state pension be enough?