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90 minutes to MAP OUT YOUR FINANCIAL FUTURE
Build
and grow
Build wealth through investments, diversify your income, and take control your future
This strategy session is for women who want to get clear on their finances, set goals and set themselves up for financial security and growth long term.
Get clear on what you should be doing with your money without endlessly googling things or putting it off for another year.
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Let’s get intentional and organised with what you’re doing with your money
This 90 minute session is a unique blend of financial education and coaching where we get clear on your priorities and dreams first and then strategise the best path forward based on the resources available to you.
I offer clear, focused and strategic guidance in a non judgemental space. We don't come from the womb knowing what a stock is… That's why I'm here.
I’m a qualified financial advisor, trained life coach and yoga teacher so I offer a holistic and fresh outlook on a traditionally exclusionary industry.
I offer financial education not advice as I think you can do a great job of managing your own finances and investments and that getting confident in these skills is the best investment in yourself you could make.
an alternative to financial advice
Time to stop winging it?
If you’re done with:
that nagging feeling you’re not quite on top of things
you cash savings not working hard enough for you
getting confused about exactly what it is you should be doing
putting off the boring financial admin you know you need to do
This 90 minute session will get you total clarity on what to do with your money so you know you’ll have the security and options that getting strategic with your finances can do for you.
You don’t have to spend ages struggling to know what to do. You can get your financial sh*t together in a clear and simple way.
MEET YOUR EXPERT: HANNAH
Your money mentor.
If we haven’t met yet, you should know I’m not like most financial advisers.
I’m a life first, values driven mentor. I approach finance with a very unique take: it should be simple and make our lives easier.
Lately, it seems like the financial industry has made things more and more confusing to navigate.
While I’m a huge advocate for managing your own money and figuring things yourself, what we’re missing is the balance between you looking after your finances and having some guidance to make sure you’re not missing anything so that you can experience the freedom that comes with being on top of your finances.
And luckily, I’m the financial bff who’s gonna guide you through exactly what you need to be doing to set yourself up for success.
HOW I HELP YOU GROW YOUR WEALTH IN A SIMPLE + SUSTAINABLE WAY
…No checking graphs or trading crypto daily required
I help you use simple strategies that help you spend as little time as possible on the management of your investments so you can focus on growing your businesses, impact and enjoying a lot of time for yourself and with your loved ones
I will help you create assets that pass these three standards below:
ETHICAL STANDARDS - so you know your money is building wealth in a harm reductive way that aligns with your values
PASSIVE - so you don’t have to spend hours or days looking after your wealth, and trust you’re on the path to hit your goals (you only need to spend a few hours a year checking in on your investments once you’ve got everything set up)
LONG TERM - so you aren’t caught in the latest trends and know that you’re building lasting wealth using proven methods + processes
SIX WEEKS TO GROW YOUR WEALTH AND MAP OUT YOUR FUTURE
HOW IT WORKS
1. I send you the pre work to do so we can make the most of the session. This is optional but useful!
2. We have a 90 minute call on zoom getting clear on your long term wealth strategy and moves you want to make in the next 90 days.
3. We can message and/or voice note via voxer (a messaging platform) for the week following the call for any further support or clarification needed.
this is for you if…
01/ You want to map out where your money should be going and what accounts, pensions and investments to set up,
02/ You want to know to set some financial goals and get clear on where you want to be and how to forecast if you’ll be on track.
03/ You want a supportive and non-judgmental space to learn in where there is no such thing as a silly question (trust me - I've asked them!)
THIS IS NOT FOR YOU…
01/ You want someone to set up all your investment accounts for you
02/ You want a quick fix - wealth is a long game
03/ You’re already on top of all your finances, know where you direct your income, understand investing and have your future financial milestones planned, forecasted and on track
FAQs
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Yes - although I won't be able to guide you on your specific country the general principles of investing you will learn in our time together are going to benefit you and give you the confidence needed to navigate any international decisions that need to be made.
Often clients come to me needing to learn how to manage their investments themselves due to living across different countries.
Please note if you are a US citizen you have an extremely different system to navigate which I am not an expert in so might not be the support you need.
I have mainly worked with British nationals living in Europe and vice versa.
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Yes - I have three investment properties that I manage and have worked with clients in the past who wanted to invest in property. You can learn how to assess properties and run the numbers, how to use leverage and mortgages and how to forecast the finances for the property in the long term. This would likely take up the majority of the session if you are a beginner so please come with some focus of what you want to get out of our time together.
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You can start with £10 a month if you have all high interest debt paid off and your emergency savings in place. Please note I will not be able to teach you everything you need to know about investing in 90 mins but I will be able to help you master the fundamental or go through any specific questions you have.
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My approach encompasses the emotional, practical, and spiritual relationship we have with money. I am able to meet you with where you are at, help you reverse engineer your goals, ask expansive questions, encourage you to use money to build your ideal life and ideal day and share knowledge and contacts you may need.
Let’s have a call to see if it’s a good match and I can help you decide if it’s right or point you towards another best next step for you.
https://calendly.com/hannahmayfield/30-min
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No. I work as a financial mentor and educator so that you can be informed and educated about your options in regards to making your own financial decisions. This is an important part of building your wealth, and I believe it to be a must even when working with a financial advisor.
I offer a unique perspective as someone with the lived experience of managing a large amount of assets, and although I am a qualified financial advisor I am not practicing in that capacity.
Financial advisors tell you EXACTLY what to invest in - I help you understand how to make those decisions for yourself.
Financial advisors often charge a % fee on all investments they manage on your behalf which depending on the size of your investments can result in you be hundreds of thousands of pounds worse off in the long run due to compounding.
I prefer to operate in this fixed, one time fee way.
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Of course – send me an email hannah@whatiswealth.io
90 minutes to MAP OUT YOUR FINANCIAL FUTURE
READY FOR THE NEXT STEP?
Excellent - I'm so excited you think this might be for you.
If you want to check if it’s right for you (or check if you should do this or the keep and grow six week sprint) book a free discovery call https://calendly.com/hannahmayfield/30-min
On this no-pressure call I’ll get to know you and your current financial situation, and I’ll tell you how the strategy session will be able to help you hit your financial goals. You’ll be able to ask any questions and we can decide together if this will be a great fit.