Do you have a personal trainer, life coach, mentor or guidance counsellor?

At BMM, we consider ourselves to be your Financial Coaches. To help you make better decisions, we need to understand you better.

The first two steps of BMM’s 4-step process (“Where am I now?” and “Where to from here?”) help us help you explore the big trade-offs you will need to make on your financial journey.

We will help you understand your risk/reward tolerance, which will also give us an insight into your thoughts and behaviours and how you view this trade-off.

While we aim to make your tomorrow easier than your today, we will explore what enjoyment is worth to you today, in terms of giving up things tomorrow.

Everything has a price. By understanding you better, we will be able to guide you through the best way to pay that price.

“All coaching is, is taking a player where he can’t take himself.”
– Bill McCartney, Former Head Football Coach at the University of Colorado

CategoryBudgeting

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