Financial Coaching
What school never taught us
The basics of personal finance are often not taught at school — managing accounts, budgeting, understanding the major stages of financial life. It's a topic that affects everyone. When it comes to our personal lives, we sometimes find ourselves at a loss when facing financial decisions throughout life.
Through various conversations in both my personal and professional life, I realised that the listening and advice I offered could truly help people. For my part, sharing those moments and having helped those people allowed me to understand what my real professional purpose was.
Here are a few examples:
- a friend who wanted to take out a loan and wanted some guidance before meeting his bank manager,
- a colleague who had inherited shares without knowing what to do with them,
- a young person asking how to invest their first earnings,
- another who didn't know how to adapt their investments to their age.
That doesn't mean I always made the right decisions in my own life 🙂 — but I have always been happy to share and to help others.
A passion, a profession
Managing personal finances has been one of my passions for a long time.
Having grown up in the United States, I experienced an economic system very different from the one we know in Europe: studies that generate significant debt, consumption driven largely by credit and credit cards, mortgages lasting over 30 years, no social security or unemployment benefits in the European sense. All of this creates indebtedness that holds up as long as things are going well, but becomes very risky when difficulties arise.
At the time, this was very different in Europe — today, these realities are increasingly present here too.
With my brother, we attended a fairly well-known personal finance course in the United States. It covered very practical topics: budgeting, communication between partners about money (financial conflicts are said to be among the leading causes of divorce), getting out of debt, and how to build a positive financial cycle. I believe this type of training is missing in Europe.
My approach
Coaching focused on personal finance, with the same values I apply in all my coaching: listening, respect, kindness, and decision-making autonomy.
Always attentive to adapting my advice to each person's situation: depending on age, emotions around money, family context, culture, and individual goals. By staying attuned to your situation, your possibilities, and your needs, my role is to help you see things more clearly so that you can successfully achieve your own objectives.
What I offer
It all starts with getting to know you, understanding your situation and your needs. It can take different forms and durations:
- Personal finance training
- Tailored general advice — occasional support around your current questions
- Life cycle review and goals — an overall look at your situation, with areas to work on together
- Stock market investing — concrete guidance to understand and move forward, based on your profile and time horizon
My role is to support you in your financial thinking and to provide concrete, educational guidance tailored to your situation. I do not offer personalised financial advice in the regulatory sense. The information shared remains general, and your decisions are entirely your own.
What we work on together
The Process
Discovery session
1 free hour
Coaching programme
Tailored sessions designed around your specific goals.
Between sessions
Exercises, reflections, and tools to support your progress.