Personal Financial Wellbeing Coaching
Imagine having clarity on how you want to live your life and feel confident making financial decisions that align with your true values and goals. This is where our tailored financial wellbeing coaching comes in. Scroll down to find out more.
Achieve Financial Clarity, Confidence, and Control
Transform Your Relationship with Money
Managing your finances goes beyond just budgeting and saving – it’s about understanding your deep-rooted beliefs, habits, and emotions around money. If you’re a high-net-worth individual or business owner, you might find that despite your wealth, you still feel uncertain about how to approach spending, saving, or investing.
For many people, financial concerns aren’t just about numbers on a page – they’re linked to long-held emotional triggers that shape how we feel about money. These triggers can hold you back, whether it’s fear of using your wealth or a tendency to spend impulsively. This emotional tension often leads to confusion, stress, and missed opportunities in life and business.
When Money Becomes Emotional, Not Just Financial
It’s easy to assume that wealth solves financial problems — but for many, it creates new ones. Perhaps you’ve asked yourself:
💬 “Why does spending make me anxious — even though I can afford it?”
💬 “Why do I avoid talking to my partner about money?”
💬 “Why do I feel guilty for enjoying my wealth, or fearful of losing it?”
Left unaddressed, they can quietly affect your decisions, relationships, and even your sense of fulfilment.
Our Solution
A Clearer, Healthier Relationship with Wealth
Our Financial Wellbeing program is designed to help you develop a calmer, more confident relationship with money — rooted in self-awareness and aligned with your life’s values. This is not about spreadsheets and savings targets. It’s about transforming how you feel about money — and how those feelings shape your decisions.
We combine structured financial coaching with tools drawn from life planning, coaching psychology, and NLP (Neuro-Linguistic Programming) to guide you through a powerful four-session journey.
Over four 1-hour sessions, we’ll help you:
✅ Understand Your Money Archetype
Identify the unconscious patterns and stories that drive your financial behaviour — often formed in childhood.
✅ Clarify Your Values & Life Vision
Reconnect with what truly matters to you, and define a vision of financial wellbeing that goes beyond just wealth.
✅ Explore the ‘Money Wheel’
Use our visual framework to assess and rebalance your relationship across key money dimensions: earning, spending, giving, saving, investing, and communicating.
✅ Address Fears & Break Patterns
Use NLP and coaching techniques to rewrite the limiting beliefs that cause fear, guilt, or avoidance.
✅ Learn to Talk About Money
Build the confidence and language to have meaningful, stress-free conversations with loved ones or business partners.
✅ Create Your Financial Vision Board
Visualise the life you want to build — and use it to guide future decisions with clarity.
Why Choose Transform?
Specialist Support from a Trusted Professional
Your sessions are led by Shadi Kirk, a qualified Certified Financial Planner, Life Coach, and NLP Practitioner. With a rare blend of technical insight and emotional intelligence, she helps clients move from stuck to empowered.
Designed for High-Awareness Clients
This service is built specifically for individuals and families who already have wealth — but seek deeper clarity on how to use it meaningfully.
Emotionally Intelligent, Structurally Sound
We marry proven coaching tools with deep financial knowledge to create a journey that’s both supportive and strategic.
Flexible Delivery
All sessions can be delivered in person or online, whichever suits your preference and schedule.
0%
of our clients think that working with us has helped or will help them achieve their financial goals.
0%
of our clients said they were satisfied that we understand their needs, objectives and goals.
0%
of our clients would recommend us to their friends or family – and all said they have done so already!
What It Costs
Investment in Your Financial Wellbeing
Achieving clarity, confidence, and control over your finances is a valuable investment in your future. Our tailored financial wellbeing service is designed to give you the tools, mindset, and confidence to build the life you’ve always dreamed of.
4 x 1-hour coaching sessions — £999 (Delivered over 4–6 weeks for lasting impact)
Included in the package:
✔ Personalised Money Archetype assessment
✔ Structured 1:1 coaching with practical tools
✔ Money Wheel diagnostic and action planning
✔ Techniques to overcome fear, guilt, or impulsivity
✔ Support with financial communication strategies
✔ Optional Vision Board work to visualise your ideal life
✔ Session summaries and personalised insights
✔ Face-to-face or virtual delivery
You’ll gain invaluable insights into your financial habits, as well as practical steps to confidently manage your wealth and communicate your needs.
FAQs
Is this a replacement for financial advice?
No. This service is designed to complement traditional financial advice. It focuses on the emotional, behavioural, and psychological side of your money life. If you want investment recommendations, we offer a separate financial planning service.
Do I need to have a certain income or asset level?
This service is best suited to individuals and families with substantial assets, or those experiencing a significant financial transition (e.g. business sale, inheritance, retirement). If money is causing stress or confusion despite wealth, you’re likely a good fit.
Is the service confidential?
Absolutely. Sessions are conducted in full confidence and in accordance with coaching and financial ethics standards.
Ready to Reframe Your Relationship With Money?
The investment in your emotional and financial wellbeing starts here.
Book a discovery consultation and let’s explore whether this is right for you, and how we can help you move forward.
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Transform Financial Planning (FP) is a trading style of Bridge Investments Partners Ltd. Bridge Investments Partners Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register https://register.fca.org.uk/ under reference no. 608975.
Registered in Scotland. Company Number: SC456760. Registered Address: 19 Monktonhall Place, Musselburgh, Scotland, EH21 6RR.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Regulations, levels and bases of taxation are subject to change. The value of your investment can go down as well as up and you may not get back the full amount you invested.
The Financial Conduct Authority does not regulate Inheritance Tax Planning, Business Planning, Will Writing, Taxation and Trust Advice. The firm is not responsible for the content of external links. The content is aimed at UK residents or residents of MiFID countries. See our Website Terms of Use.
Making a Complaint
If you wish to register a complaint, please email hello@transformfp.com or write to us at Transform FP, Compliance Officer, 129-131 Comely Bank Road, Edinburgh, EH4 1BH UK, or telephone us on 0131 315 222.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
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