A Personal Update - My Next Evolution as a Money Visionary

In this deeply personal episode, I share reflections on my journey over the past 18 months and how my vision for my work is evolving. Looking back over nearly a decade of work in the psychology of money, I explain how this next phase represents not an abandonment of my previous mission, but an expansion to create greater impact.

Key Highlights

My Journey So Far

• Starting in financial services at age 18 and the shame of knowing all the practical money advice but not following it myself
• The transformative power of discovering money psychology and how it changed my relationship with money
• From weekly blogs to Facebook groups to launching the "In Her Financial Shoes" podcast five years ago
• Mentoring financial advisors individually, then in groups, and eventually creating a certification programme during lockdown
• The expansion beyond financial professionals to coaches and therapists who encounter money issues with their clients

Personal Evolution and Healing

• Receiving an ADHD diagnosis 18 months ago that prompted deep internal work
• The importance of "hiding in a good way" - turning inward to find visibility within myself
• Working with numerology, life paths and gene keys to understand my deeper purpose
• Being a mother to two boys and how this has expanded my perspective beyond women's financial empowerment

The Expanded Vision: Becoming a Global Money Visionary

• Moving from helping women heal their relationship with money to becoming a leading authority in the financial space for all
• Recognising how money itself is evolving - from digital currencies to decentralisation
• The realisation that financial trauma affects everyone, not just women
• Building a "bigger boat" rather than abandoning ship - expanding while maintaining emotional depth

Practical Changes Coming

• Closing the Wealthy Woman School in September 2025 to create space for growing the Financial Coach Certification
• Continuing certain programmes like "The Energy of Selling" for business owners
• Building more relationships and collaborations with others in the financial space
• Introducing more guest experts on the podcast, including some who might be considered competitors
• Focusing on equipping others to help their clients with money beliefs

The Money Narratives Clearing Framework

• Opening up this methodology to all professionals who want to incorporate emotional intelligence into money conversations
• Recognising that while I can only reach so many people directly, I can equip others to create wider impact
• New resources coming for existing coaches, including white-labelling opportunities for the Money Story Types tool

Final Thought

Evolution isn't without challenges. The moments when we feel we're stepping back are oft