REAL Holistic Financial Planning with Raj Modha
We welcome our very first ever man to the Women & Money Café in this episode, financial planner & financial coach Raj Modha. He takes a mind, body and soul approach towards financial advice. He shares with us how he works with clients and the personal reasons that shaped his practice.
Guest Expert – Raj Modha is a father of two and his wife (Sindy) has suffered living with him for almost 23 years. She would suggest that he watch any sport on TV, but he’s actually a fan of football & cricket. He hold a season ticket for the mighty Foxes. He loves walking, socialising and unfortunately dad dancing!!
Half way in Raj shares his favourite client question: What are you no longer willing to tolerate?
3:42 Raj’s take on holistic financial planning
8.45 Why empowerment is so important
12:10 Where being able to love yourself fits into financial planning
16:42 The stories that run in our heads for 20 years and why maths has nothing to do with being good with money
20:43 How bringing coaching to financial advice creates a judgement free neutral environment
30:11 Saying “No” more often can lead to a more purposeful life
34:37 How nutritionist and travel agents became part of Raj’s financial advice
37:31 Poking clients becomes more important than investment strategy
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Catherine Thomas-Humphreys is an Award Wining Financial Coach, Qualified Financial Adviser and Family Will Writer.
Catherine believes money is a force for good and when in the hands of good people can be used to do great things. She loves working with purpose-led parents who are ready to change their money habits & beliefs to achieve financial success for themselves and their family.
She founded #TheFinfluencer as a safe space to coach and empower parents to influence, make, save, spend and grow money, consciously, ethically and positively.
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.
She uses her years of experience and research to support women experiencing or planning significant change in their lives.
Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Emily is a Financial Planner and Will Writer and Founder of Happy Planet Financial Planning and is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.
Disclaimer: The information provided in the Women and Money Café Podcast and Website does not constitute financial advice and nor should it be taken as such. They are thoughts and discussions in around money and possible options available to you. Whilst all attempts are made to provide accurate information at the time of publishing you should seek your own clarification . Should you require advice for your specific set of circumstances contact a qualified, authorised financial adviser directly.