Women & Money Cafe Podcast

The Secrets of Financial Coaching – we’re spilling the beans

In this episode Michelle and Julie were originally going to discuss if you can change your money story. But according to Instagram, you all believe you can. Not one person thought it was impossible.

So rather than debating if, we are going to share how you do it. We are going to walk you through our coaching framework we use with clients to help them change their money mindset and unclear those blocks.

Grab a pen and paper and make a note of the prompts and you can try this at home:

  • Awareness of a money belief
  • Benefits
  • Challenges
  • Re-write the script
  • Practical
  • Purpose

You can download our handy journaling questions for working through the 6 steps here.

Our Favourite App this week is Lumio go check it out for a nice clean UI and way of keeping on top of your money.

If you enjoyed this episode, please leave us a review. It helps us reach other women just like you.

James Clear Atomic Habits book
Morgan Housel The Psychology of Money book
Julia Cameron The Artist’s Way

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.

Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram

Michelle Lambell  started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Following a career break where she spent time being a mum and running an arts and crafts business, Michelle returned to financial services in 2013 undertaking further study. 

Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Michelle has a passion for providing financial advice, guidance and education to everyone, regardless of their gender, age or current circumstances. 
Website | Instagram

✅ And if you enjoyed the show, please leave us a review.
We genuinely love hearing your questions and feedback. 
So, email us a voice note 
hello@womenandmoney.cafe or via instagram with your thoughts and suggestions.

Enjoy Other Ways to Listen | APPLE | SPOTIFY

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.

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