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Meet The Financial Coach
Mark Corkery is a Financial Coach whose goal is to improve everyone's ability to improve their Personal Finances
Mark is an Accountant and Certified Financial Planner for over 20 years and his written a book on Financial Planning and created Online Financial Coaching and Education Courses
When you work with Mark as a Financial Coach he guides you on how to have a successful financial future that you can implement yourself
Mark's role is to guide you with Simplicity, Accountability and Action
What Do you get from this course?
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You get access to exclusive 1 to 1 coaching for a total of 4 hours while you're undertaking this course.
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Mark will guide you throughout the process by setting out goals and targets for you to achieve.
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Once you have completed this coaching course you will have all the information to allow Mark create your personal financial plan.
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As a bonus to this exclusive coaching you will also be given access to the Financial Success Path an online course developed by the Financial Coach.
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This course starts at the fundamentals of understanding your finances and brings you on a journey to advanced elements of financial management.
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You'll learn to Know, Grow and Protect your money in this online interactive course that can be completed at any time.
What Happens in the 20 Minute Discovery Meeting?
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We discuss your current financial frustrations
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We look at your goals going forward
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The Financial Coach will advise if he can help with meeting any of your goals
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If the coach can't help he will try to refer you to someone who can
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You can agree on a program of coaching packages suitable to your budget
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A time is set for your first coaching session
What Happens when I have booked Financial Coaching online?
- You pay for the Financial Coaching course online
- You book four coaching session dates with Mark
- The "Financial Coaching course done for you" course is done over 6 weeks
- Week 1 - Mark will forward you work to do to prepare for the first coaching session
- Week 2 - We will have our first coaching session and review your financial information
- Week 3 - Mark will forward you work to do for the next coaching session
- Week 4 - In our second coaching session we discuss your goals and areas of your financial plan
- Week 5 - Mark will Present you with your Lifetime Cashflow Financial Plan at the third coaching session
- Week 6 - The final meeting is an Implementation meeting in the fourth coaching session
- You will have access to the Financial Success Path online course
What is included in the "Financial Success Path" course?
The Financial Success Path course (Click on + sign to learn more)
Financial Wellness Library (Click on + sign to learn more)
Financial Calculators (Click on + sign to learn more)
Frequently Asked Questions
How much time will I have to commit to the "Financial Coaching done for you" Course
Why should I do this course?
Can I get someone to do the Financial Plan for me?
Can I cancel appointments?
What is in your Lifetime Cashflow Financial Plan?
The Lifetime Cashflow Financial Plan has the following:
- Net Worth Statement
- Income Statement
- Lifetime Cashflow based on Current Plan
- Lifetime Cashflow based on New Proposed Plan
- Several What if Scenarios
- Reviews the effect of Illness or death on your plans
- Consider investment growths rates needed to meet your Financial Plans
- Plans your retirement funding
- Considers Tax Planning
- Considers Estate Planning