Case Study - Anna

Anna came into coaching already a competent professional at the top of her game but she was living at a pace where life starts to feel like it’s happening to you. She described a long stretch of constant busyness, and then a turning point where she realised she needed to come back to her own life and clean things up. She was fully financially literate but had let her own money affairs whither from long neglect. Her financial affairs had become fragmented: pieces of planning here, bits of saving there, and too much held in her head. What we built together was awareness and structure and a family approach to money that matched her values about legacy.

What was happening

• Important admin (like estate planning) had been neglected because life was too full.

• Some money was effectively ‘invisible’ (investments she had forgotten or hadn’t checked).

• Day‑to‑day spending needed clearer tracking and shared accountability.

What we focused on

• Visibility without overwhelm: using a money tracker to categorise spending and see the story over time.

• A ‘financial house‑cleaning’ phase: locating accounts, beneficiaries, policies, and updating key documents.

• Building a family money culture: involving children appropriately and making money conversations normal.

• Budgeting containers: separate accounts / defined ‘pots’ for day‑to‑day categories.

• Intentional saving/investing steps: consistent monthly contributions and tax‑efficient habits.

Practical changes she implemented

• Worked through investment and insurance documentation and understood exactly what she had and what she was covered for

• Saw the gaps in savings, investments and insurance that she did not realise was there before, and then got advice from a financial advisor to fill those gaps

• Started educating her children about budgeting and saving and allowed money to become a normal topic of family conversation.

What changed

• She was inspired to have major financial goals and saved aggressively towards them. She had some big achievements in the time we worked together.

• She became fully aware of her "financial house" and it was put completely in order so that she was "the boss of her money".