Financial Coaching Services

Individuals and Couples

Whether you are still studying or starting a professional career, you are often also at the early stages of your path to financial independence with the many opportunities and challenges that this represents.
Full of dreams and ambitions many avenues are open to you, with lifechanging decisions to make along the way.
Your capacity to understand and control your personal finances is essential to enable you to be empowered by money and so that it may never become a limiting factor in your life with the all-too-common lifestyle of living from pay check to pay check.
It’s now within your reach to take the conscious decision and acquire the financial education to learn the skills which will allow you to lead a fulfilling life, accomplishing the work you love and enjoy.
Start today, to reap the rewards of financial wellness and freedom early in life !

As adults, we are supposed to have everything under control, but this admittedly is rarely the case. Whether we are struggling financially or simply feeling that our financial needs control our lives rather that we control them, these are all too common concerns of a growing part of the population in today’s world.
Limited job security, changing family circumstances and the geopolitical turmoil require that we rely on our own skills and assessments to gain back control of as much of our lives that we can. Understanding our finances and learning to navigate the financial world, along with health, is one of the most essential pillars to our wellbeing and that of our loved ones.
With personal financial coaching, I take you from where to are to where to wish to go, and hopefully also beyond.
In your journey to understanding how to manage your finances, we will address any issues or concerns you have with money, build your knowledge base, and set you on a path to financial wellbeing and to gaining the peace of mind to lead your life on your own financial terms.

As you arrive at the later stages of life with often a high level of professional skills in your area of expertise, this may not always the case with respect to your financial skills.
If you wish to understand what you can do to optimise your retirement and ensure a comfortable financial situation, or simply enjoy the comfort of having a clear understanding of what will be your circumstances once you retire, this will greatly contribute to your peace of mind and well-being in the years that precede and accompany this lifechanging event.
Retirement is also a time when we plan “to have more time” to do what we like.
Gaining more knowledge around how to best manage our finances can therefore become a valuable and enjoyable asset, to not only our preserve your peace of mind, but also enhance your financial well-being going forward.
As we have all have different personal and financial backgrounds and individual needs, a dedicated financial coach will adapt to your unique circumstances and help you pave the way forward with clarity and assurance to empower you to reach the retirement goals you have envisioned for yourself and your loved ones.

Are you a group* of friends or colleagues or even retirees that have shared together your financial woes and wish to jointly and take on the challenge of mastering your finances?
This can be a both economical and enjoyable way of learning, helping each other by being accountability partners, and empowering your individual financial futures.
Depending on your age group and background, your private coach will adapt the learning program to the common needs and financial knowledge of the group but upon request and subject to an additional charge (please see “pricing”) can also hold separate individual sessions on specific topics with
*Please note that the maximum number of participants is 5, ideally of a relatively similar age group.

You are in the early stages of launching your business or non-profit organization and are uncertain of how to manage your finances or facing financial challenges with your existing small business* (under CHF 400k turnover). You would like support in analysing the situation and gaining the financial understanding and skills to help you achieve your ambitions, then reach out to your personal financial coach today.
It can be a lonely journey to be an entrepreneur and reaching out to ask for help when you feel you need it is essential to leaving space for your creativity and the essentials of the business or mission you have decided to build or achieve.
As your financial coach, I am not only there to teach you skills, but also to help you maintain the positive and achiever mindset critical to pave the way to success and impact.
As the African proverb says:
“If you want to go fast, go alone, but if you want to go far, go together.”

Financing a Residential Property Acquisition (Switzerland & France)

Website Disclaimer
All information provided on this website is for general knowledge and educational purposes only, and does not constitute any form of financial advice.
Service Offering Disclaimer
“My ZEN Finances” offers no direct investment advice on any financial products, solicited or unsolicited.
As your “financial coach” we help you acquire the knowledge and methodologies to facilitate your understanding of the different financial tools and mechanisms that are at your disposal.
Should you specifically request it, we may introduce you to relevant specialists duly licensed to offer financial advice, insurance and related products & services, and provide our support in helping you objectively understand and study the different financial offers that you have been presented with by the relevant specialists.
Please note that our remuneration is derived only from the coaching time, organisational resources and support we provide. We receive no form of incentive or compensation from any third parties.
By registering and purchasing any coaching services from My ZEN Finances, you acknowledge that you understand and agree to the aforementioned disclaimers.