## Let us guide you on your way to financial freedom

Let us inspire, motivate and teach you how to gain better control and understanding of your finances and transform your relationship with money.

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## Define and clarify your purpose and goals

## Overcome barriers and limiting beliefs

## Learn how to invest and grow wealth

# What we offer

Our one-on-one coaching programme helps clients discover their purpose, articulate their personal vision, and develop personal goals in key areas of their lives.
We have a specific focus on personal finance and investments coaching.
Having invested numerous hours, over the past eighteen years of investment advisory, as well as the past 4 years of coaching individuals and teams, we have a practical and effective system to build individual skills, confidence and structure, resulting to its clients successfully achieving their personal goals.
The financial coaching we offer is a confidential, judgment-free relationship. We will help you address current financial challenges or desires and create a plan of action needed to accomplish your financial goals.

We will help you clarify your goals and values and help you align your priorities.
While the main focus surrounds your finances, we also support clients in other areas of their life where they want to maximize their potential.

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## What to expect from our coaching program

This coaching process and relationship shall:

- Take time to understand your specific situation;
- Work with you to clarify concerns, goals and dreams and then develop a coaching plan that revolves around creating steps to achieve these goals;
- Overcome barriers or obstacles that oppose your goals;
- Have fun-filled sessions of self-reflection and self-awareness; and
- Use coaching tools and assessments, when necessary to enhance self-discovery.

# At the end of the coaching program, you will have ...

- Greater joy, clarity and personal fulfillment, especially where personal financial goals are concerned.

- Enhanced focus and direction of the future.

- A basic financial plan that is aligned with your values and goals.

- Achievement of agreed-upon goals.

- Discovery of new perspectives, insights and ideas.

- A proper plan for your retirement

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The foundation of knowing my values because it made it clear why I use my money in a certain way. I also enjoyed the baskets - this puts investment in perspective. The bonus on retirement was also fantastic. Much appreciated!
The live Q&A sessions on retirement and cryptocurrency were very insightful and informative. Learned a lot
My favorite part of the course was the case studies covered by Val and Rina. They made all the lessons learned from the course very practical. I also benefited a lot from the weekly live Q&A sessions. Before investable, I thought I knew almost everything there is to investing here but my knowledge was very shallow. After Investable, I feel better equipped to make the right investments according to my goals.
My favorite part was also my most challenging, which was identifying my goals and classifying them. When I chose to do the course, I thought I would be told where to put my money, I did not think it connected to my goal or even values. The course was eye-opening and made my life easier when deciding where to invest and for what.
My favorite part was identifying my values and coming up with investment goals based on my values since I never knew that my investment goals are based on my values. Before investment, I used to invest based on recommendations from friends without considering other factors such as why I am investing as well as market factors like inflation.
Everything was favorable for me. Initially, I had no investment plan but now I have started off with the money market for my security basket
My favorite part of the course was discovering how my values affected how and where I invest. This is because it made goal setting clearer. I have always just set goals according to what is trending but now, I have set goals for ME. I feel a sense of ownership. I am just about to start, I always had an excuse that I needed a lot of money to start, oops! I did not have any tangible goal before, my financial freedom goals sounded something like "I want to be filthy rich", now that I have done Investable, what does "that" even mean? I am not anywhere close to achieving my goals, but a journey of 1000 miles starts with this step, I have taken the first step and I have started building the assets in my safety basket.
My favorite part of the course was tracking my finances. It felt like one significant but highly ignored aspect of financial growth. To be frank, I had non I only lived in dreams, had no strategy whatsoever and risked a lot, and lost a great amount of cash in the forex market. I entered the course with several goals which are to know how to save, how to get multiple sources of income, and how to invest to fund my future lifestyle dreams. I have launched a vehicle that has boarded towards my long term goals and purpose, I have a clear view towards where am headed.
My favorite part was the guest segments because of their personal experience, especially the Real Estate podcast. He gave so many nuggets of knowledge that made me understand why my investment group didn't work out and had to be dissolved. I especially liked the 2 case studies because it was practical and clearly communicated how we need to be prioritizing goals.
I learned how to set my goals into baskets and based on my values. Before I was not very clear on how to invest but now I have a roadmap towards investing to meet my goals better. I am working on achieving my goals now. Asante.
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# Meet your financial wellness coach

Hello! I’m Rina, an Investment Banker, Entrepreneur & founder of Money-Wise.

I’m the founder of Money-Wise, a brand that has helped thousands of people simplify the way they manage their finances and set them on their journey to financial wellness.

As a Financial Wellness Coach I want to see you thrive, pursuing your God-given purpose. Money should not be the reason you can’t live purposefully!

I can’t wait to help you do what you’ve always dreamed with your money. Whether that is getting out of debt, paying for vacations in cash, or having confidence and peace where retirement is concerned. I’m on your team.

#### Frequently Asked Questions

##### Most frequent questions and answers

What is a financial coach ?

A financial coach helps you create goals and actually stick with them so you’re not just dreaming about financial peace—you’re living it. Financial coaching is different from any other finance-related job. CPAs help you with your taxes. Financial advisors help you with investments. But financial coaches work with you to create a start-to-finish plan for your money and help keep you on track.

Financial coaches often work with their clients over several sessions—focusing on anything from fine-tuning your budget to discovering your long-term goals to working through a real financial crisis. No matter the situation, financial coaches sit with you one on one (we call it “kneecap to kneecap”) to help you overcome the challenges that hold you back in your finances.

When should I engage a financial coach ?

That’s the great thing about a financial coach—they can help you in any situation! Maybe you’re up to your eyeballs in debt, or you’re having money fights with your spouse. Or maybe you have big money goals—like saving to buy a house or setting yourself up for retirement—but no plan to achieve them. Regardless, a coach can meet you where you’re at and steer you in the right direction to win with your money.

How do I prepare for my coaching session?

The great part about working with a financial coach is that they’ll guide you through every step of the process. But during your first consultation, your coach will ask questions to get to know you—your goals, your dreams, your past, your pain points, etc. So be sure to have your answers ready.