Women's Wealth & Wellbeing
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As a specialist in the field of women’s wellbeing and wealth, my purpose is to help you create a plan to move forward with your life. One step at a time.
If you are going through challenging times, such as divorce, bereavement, illness in the family, succession in business or inheritance; I can provide you with wellbeing and wealth management support to help you take control of your future.
Ensuring, through practical ways, that you and your family are fully prepared to build a better life and more secure future.
In order to move forward in any direction, it takes time. You can trust me to create a safe space for you to breathe and take a step back, despite the urgent needs and pressures of those around you.
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You can now move forward with your life. It will never be the same, but life is a gift. New and wonderful things are awaiting around the corner.
Saphora Wealth & Wellbeing Review
To live a fulfilled life I have identified 8 areas that need attention in equal measure. When you have a Wealth & Wellbeing Review with me, we shall begin by focussing on these areas
FAMILY & FRIENDS
SPIRITUALITY
GOOD GIVING
LIFE PARTNER
WORK & ENTERPRISE
HOBBIES & FUN
FITNESS & HEALTH
PURPOSE & ASPIRATIONS
One-to-one Working Together
After your Wealth & Wellbeing Review, my aim is to help you to lead a purposeful and fulfilled life, one step at a time. I will work together with you on several areas
Wellbeing Support & Managment
Going through a difficult or complex transition in your life can result in low confidence or feelings of loneliness, sadness and fear. My role is to stop the clock, listen, empathise with you, validate your feelings and bring calmness to the the overwhelming rollercoaster of emotions by:
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Providing personal and confidential support
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Revitalising your mind, body and spirit
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Buillding confidence and mental strength
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Helping you to discover and reveal a new purpose for a more fulfilled life
Wealth Management Guidance
If your spouse was in charge of your finances or, for example, you have suddenly come into an inheritance, you may lack confidence in, or knowledge about money management and financial planning. If you are unsure about money and related issues, I’m here to guide and consult with you on your options. Working with your existing trusted financial advisors or from drawing on my own personal trusted network of experts. Helping you to undertake:
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A comprehensive financial review
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Planning and guidance
In my years of practice I have identified
FIVE AREAS OF TRAUMA
1 Divorce
2 Death of a husband or life partner
3 Early onset illness of a husband/life partner or life threatening accident
4 Succession to a family business/businesses
5 Inheritance of a fortune
How We Will Work Together
We’ll begin by taking time listening to your story. Unravelling your emotional needs as well as your own understanding of your financial situation.
Help identify the challenges you face on both levels. Develop a plan to help you become someone who is confident once again and eager to seize the new opportunities that life throws your way.
I wlll be with you every step of the way to:
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Listen and understand your situation
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Review your wellbeing and wealth management needs
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Consider timings and complexities to fit in with your life
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Create and implement a personal plan
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Review success and take stock
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Provide ongoing support
WHAT DID YOU THINK OF YOUR SAPHORA REVIEW?
I really enjoyed it. I was nervous to start off, but your warmth made it so easy for me to open up. You ask questions that sometimes we never sit back and ask ourselves which was very thought provoking for me. I allowed myself to open up and really think about what is important in my life.
WHICH PARTS DID YOU FIND MOST USEFUL?
My aspirations and purpose. It was like a lightbulb moment….I’m now clear on my purpose and have a plan for the coming years on how to achieve my aspirations.
HOW HAS THE EXPERIENCE HELPED YOU?
It’s a very calming experience. My life is chaotic so it gave me much needed thinking space and clarity. Your encouragement and kind questioning made it easy to open up, express my vulnerability and think differently.
