Taking the time to think through your new situation

Call Us

Thinking Partner

It may be that the detailed work of money coaching isn’t what you feel you need. You just need some help to get your head around your changing circumstances. Someone to bounce ideas off who doesn’t stand to benefit from the decisions you make. Someone who can point out the pitfalls that other people in your situation have discovered before you. What you need is a Thinking Partner. Whether you’re dealing with having more money than you’ve been used to, or your life is changing and you want to sort out the money aspect of that, having a thinking partner makes the transition much easier.

I’m Rich – What Now?

To become suddenly wealthy is possibly something you’ve daydreamed about in the past. Most of us do. Fantasies of no more debt repayments, helping loved ones out and d spending your days enjoying luxury make sudden wealth seem like it would be the ultimate blessing. The reality of sudden money can be very different. There may be some initial excitement which matches the fantasy, but then reality sets in. Suddenly wealth can solve many of the problems you used to have, it’s true. But it brings new problems with it. Problems that you might not have had to face before. And you can imagine the responses you’d get from people around you if you expressed your concerns to them: “Huh! Must be nice to have your problems!” “If that money is so much trouble, just give it to me!” But you feel unanchored. You used to know how much was too much to spend. You used to have a sense of when the money would run out. Now, all your old ideas about “too much” are meaningless.

  • How much can you spend?
  • How much can you give away?
  • How do you figure out who or what to give to, and how much to give?
  • How do you invest this much money?
  • Who can you trust?
  • Will having all this money turn you into someone you don’t like?
  • Do you have to change where you shop, what you wear, or where you holiday now that you’re rich?
  • When will this money run out? You know that the money you now have isn’t endless. 

 How many stories have you heard about people ending up worse off than before they got their money? You don’t want to be one of them. But you also don’t want to be someone who lives in poverty and dies with millions in the bank. And just to complicate things further, it’s likely that the way the money came to you is bringing up its own set of difficult emotions.

  • If you’ve sold a business, you may miss working in a way you didn’t anticipate.
  • If you’ve been divorced, having the money may force you to confront that the relationship really is over.
  • Inheritances and life insurance pay outs can be especially complicated, as you deal with the grief of the loss of a loved one at the same time as your financial life changes.
  • Even lottery winners report feelings of guilt and sometimes shame at how they came by their money. I can help you figure out what your answers are to all your questions. 

There isn’t a standard set of answers here, or even a standard set of questions. There’s only what you need to figure out, and the right answers for you. I am not a financial advisor. I do not give investment advice. I can help you find a financial advisor that you feel comfortable with, if that’s what you want. I’m a thinking partner. 

I can help you figure out the answer to “what now?” Contact me, we’ll talk for 30 minutes and decide if this is right for you. Visit this page for pricing on thinking partner packages.

Life Transitions

There’s nothing like starting a new chapter to make you re-assess what it is you’re actually doing with your life. Whether you’re starting out, starting over or finishing up, the transition can bring to the surface your dreams for the future, your worries about what might go wrong, and your regrets over past decisions. And your money touches all of these things, because money touches every aspect of your life in some way, big or small. Sometimes you just need a thinking partner for a few short sessions. Other times you can take advantage of the transition to begin a whole new practice with your money, and set yourself up to achieve your dreams, disempower your worries, and stop accumulating more regret. If you are:

  • Starting tertiary study
  • Beginning a new job with either higher or lower income than you’ve been used to
  • Beginning or ending a relationship where your finances are mingled
  • Planning to start a family
  • Dealing with a situation of being suddenly wealthy

Then I can help you make sense of both your past financial behaviour, and your new situation. By sorting out your money, you can make your money take your life in the direction that you want it to go. If you’d like to find out more, contact me. We’ll talk for 30 minutes and decide if this is right for you. Visit this page for pricing on thinking partner packages.

xeno web development