15 years in Private Wealth. Her own took a little longer. A Client Case Study.

Published 2 days ago • 2 min read

I'll die on this hill, and I'll try my best take you with me.

The reason I care so much about applying financial education over consuming it is because I couldn't get over how I spent nearly a decade in investment banking...and still felt behind with my personal finances.

When I explain this, no one quite believes it:

But Sanam, surely people in Finance are at a huge advantage right? You have privileges like no other.

Wrong. So wrong that it's embarrassing to complain about out loud.

Today, I present to you a client win that rests my case.

For the past six months, I've been working with a Private Wealth Executive - she's had 15 years of experience in Private Wealth.

Read that again. 15 years managing high-net worth clients, and leading global teams.

On paper, anyone would kill for her financial health.

In practice, she described her relationship with money as frazzled, avoidant, and guilty.

“I've been working in finance for 18 years in total, and I did not feel confident about my own finances. A lot of focus and work goes into my job. Thinking about how I manage money for myself always slipped away.”

She came to me to regain control of her finances.

In the 1:1 Wealth Clarity Accelerator, we identified 5 challenges:

For all details, review the full case study here

She spent blindly with no visibility.
She constantly felt guilty but couldn't name why.
She couldn't connect her money to her life goals.
Compliance restrictions silently blocked her portfolio.
Her existing portfolio lacked an intentional strategy.

We then went through 5 phases:

Redefining her money mindset and goals.
Architecting her Accounts and clarifying her spending.
Implementing a Compliance-friendly investment portfolio.
Understanding and optimising her Pension.
Creating her exact Wealth System she can run by herself.

Each challenge and phase was addressed and built on top of the last.

The transformation:

Unlike other programs where the outcome is simply "I've invested!", the outcome here goes above and beyond numbers.

Without disclosing financial figures, here's a snapshot of the impact to her finances and behaviour:

To her finances:

To her behaviour:

In her words:

If you've been doubting whether this program is for you, here's what she has to say:

“I think this programme is fit for anyone looking to get their financial mindset in order. Coming from finance, I do feel it is a great fit for professionals in that industry who, like me, may not be spending the right amount of time on their personal finances.”

Q4 is just around the corner. If you've been on the fence, now's the time to act on your financial wellbeing.

And just one last thing.

The reason my client let me share her story is because we both believe in the same thing:

If people in Finance can feel behind with money, imagine just how terrifying it can feel for all of us.

Which is why Money Mojo exists.

Reply back to this email if you relate, and tell me what's stopping you from applying what you learn. I'm right here with you.

If you're ready to take just one small step further, book a free consultation.

Let's iron out your concerns and build from a place of trust.

Rooting for you,

Sanam

P.S. I've shared more details on LinkedIn today. Stay tuned, here.

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Sanam Balani