The Clear View package

More clarity. Less confusion. This is financial coaching without the fluff.

What will this do for me?

See Through Money’s Clear View package is about laying solid foundations for your financial future, and gaining a better understanding of your relationship with money.

In just 12 weeks of expert-led coaching, you’ll:

Create lasting change by shifting the beliefs, thoughts, and behaviours that are holding you back, so you can head into the future with renewed confidence
Be ready to take action and put in the work towards creating a positive relationship with money, and feel proud of yourself for doing so
Follow a structured but personalised programme that offers non-judgemental guidance, accountability, and one-to-one support, with greater peace of mind as a result.

Who’s it for?

The Clear View package is perfect if you:

Have wanted to sort out your finances for a while now, but aren’t sure where to start
Earn well but don’t feel you have much to show for it
Feel like you want to get a grasp of your finances, but never manage to move it to the top of your to-do list
Always used to delegate finances to your partner, but now want to take control of things yourself
Have got some years to go in your working life, but want to understand when you might be able to retire.

How much does it cost?

£900, or 3 monthly instalments of £300

What’s included?

6.5 hours coaching (1 x 90-minute session plus 5 x 60-minute sessions, delivered online via Google Meet) over a 12-week period
Money Habitudes assessment and full, personalised report so you can better understand your financial behaviours
Exclusive worksheets, calculators, and financial resources to boost your money confidence
Tailored financial goal plan and actions, providing a clear yet comprehensive view of what you want to achieve and how you’ll do it
Access to email support for the full 12 weeks, so you never feel like you’re on your own
See Through Money Financial Foundations workbook, supporting you in building your money knowledge and taking control of your finances

How does it work?

You’ll get six private, tailored one-to-one coaching sessions. Your first session will last 90 minutes, followed by five 60-minute follow-ups.

Over the course of these conversations, I’ll help you:

Identify the obstacles

Your habits, beliefs, and attitudes all feed into your relationship with money. Together, we’ll examine these in detail. When we’re done, you’ll have an action plan that pinpoints which behaviours you’d like to change and how you’ll change them.

Rewire your mind

I’ll help you remove any habits that are holding you back. Then I’ll show you how to build up new ones that will move you forward instead.

Sort the practicalities

As part of the programme, we’ll look at your financial circumstances, including income, debts, savings, and more. Then we’ll chart the gap between where you are now and where you’d like to be in the short, medium and long term. Then we’re ready to make a realistic plan to help you get there.

Make it happen

The final step is to put the pieces of your financial puzzle together. Your See Through Money plan will help you:

Set clear goals
Build healthier financial habits
Make informed financial choices
Develop your financial knowledge
Feel good about your financial situation
Prepare for future money decisions with confidence.

Will I need to do anything?

All you’ll be asked to do in advance of your first session is:

Complete an initial questionnaire
Complete a Money Habitudes assessment
Complete a simple income/spending spreadsheet

You’ll also need to complete any agreed tasks in between sessions, to ensure we make the best use of our time together.

And if this isn’t right for me?

If you’re looking for something different, or think a more bespoke coaching package would be better suited to your circumstances, get in touch to discuss your requirements.

What clients say

I feel a real sense of clarity and empowerment after speaking with Claire.

Emma, Yorkshire

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Throughout our sessions, I felt like she listened, and there was no judgement about my past financial decisions.

Alex, Bristol

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I came away feeling as if I had much better control over my finances, and was much more confident to make decisions about finances for myself.

Rebecca, Bristol

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I now feel that overcoming these challenges is a simple process and one that’s achievable for me, and not something I need to leave to others to sort out for me.

Becky, Monmouthshire

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In just one session, Claire helped me to understand my pension fully and gave very sound advice about how to plan for retirement.

Lucy, Bristol

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I’m feeling more in control of my spending and have a clear plan moving forwards. Thanks so much for your help!

Tabitha, South Yorkshire

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Claire has been a breath of fresh air and just what I needed. She has gone above and beyond while helping me.

Rachel, Somerset

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Library

Handy tools to help you feel more money savvy. Completely free for you to use or download.

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The Clear View package

What will this do for me?