Instead of teaching the same old steps to achieve financial goals – you should save 20% of your salary into a pension and keep 6 months expenditure in cash – this session will focus on our deeply held core beliefs about money, which drive our financial lives, and making these serve us better. This session will change the way you approach your future financial decisions (go big or go home, we say!).
About Mary: “I’m an Independent Financial Adviser with Truly Independent based in Coldstream. I have spent the last 10 years advising families and businesses across the Borders on their pensions, investments, life insurance and tax planning and ultimately achieve their biggest financial ambitions.
“More recently I have started Fearless Financial Planning – a financial coaching and estate planning business. Our financial lives are driven by habits and emotions, formed by deeply held beliefs about money- we can’t hope to achieve real change in our finances without exploring these beliefs. I offer practical solutions like setting up wills also to enable you to move forward with your money without fear, knowing the basics are covered.
“I won the Unbiased Financial Adviser of the Year for 2020, and I’m also a director of SBCC as well as being a mum to a very energetic 2-year-old!”