The Emotional Finance Collective.
A nourishing professional development space for the human side of financial advice
The Emotional Finance Collective is a facilitated membership space for financial professionals who want to keep developing the relational and emotional side of their work, with others who care about doing the same.
It’s a space to reflect, to practise, to ask the harder questions. To get things wrong, to cheerlead each other, to gently challenge, to say things you might not say elsewhere. To feel supported, stretched, and part of something.
Whether you’re joining after working with me before, or this is your first step into Emotional Finance, you’re welcome here.
*Dawn - this is very individual focused - do we need to add something about firms? If so: And if you’re a firm that understands relational excellence is good for business — this is where your people can nurture it
Who It’s For.
The Emotional Finance Collective is open to all financial professionals; whatever their role, background, or stage of career, and including:
People new to this work who are curious about growing their relational confidence in a more thoughtful, human way
Professionals who’ve worked with me before either on an Emotional Finance Programme, 1:1 or via some in house training; and want to keep the momentum going
Firms looking for an ongoing, practical way to support team development and build a more client-centred culture
If you’re in the business of helping people make good decisions with their money — and want to do that with more depth, clarity, and presence — this is your space.
How It Works.
The Collective is currently in its beta stage, which means it’s still evolving. As we learn what works best for the group, things may shift slightly. But here’s how it works for now, during this introductory phase:
Each month, I offer four live, facilitated sessions (one per week)
Session times vary week to week to give you the best chance of finding a time that fits your diary
You can book into one session per month in advance to secure your spot
A few days before each session, any remaining spaces open up — so if there’s room, you’re welcome to join more than one (even all four)
Each session is capped at 12 participants to keep the space personal, spacious and interactive
In these early stages, group sizes may be smaller which means even more focused time, tailored input, and connection
The Collective runs 9 out of 12 months each year - we’ll take a break in April, August, December.
I ask for a 3 month commitment, after which you can cancel at any time.
This is where the deeper work begins.
What to Expect.
Joining the Collective isn’t like logging into another meeting. It’s something different, and intentionally so.
Here’s what you can expect:
A confidential and supportive space - nothing is recorded and trust is core to how we work
A range of topics — sometimes we’ll explore a theme suggested by Collective members, sometimes we’ll follow what’s live in the room, and sometimes I’ll bring a skill or challenge for us to explore. It’s all underpinned by the Emotional Finance model, but not confined by it.
Interactivity and participation at a pace to suit you. There’s no pressure to perform – you’ll never be put on the spot or made to contribute if you’re not comfortable.
A mix of reflection, dialogue and practice – you’ll have space to speak, listen, and try things out in ways that feel safe (but a little stretchy) should you choose to.
Encouragement to keep your camera on, but to come as you are, even if that’s in your PJs or your hoodie.
Please try to join from somewhere quiet and private to help you be as present as you can be and so we all help keep the space feeling safe and respectful.
All vibes welcome, whether you’re buzzing with energy or feeling a bit flat after a long day.
Why Join?
This work is never really ‘done.’
Emotional Finance is a practice — and it builds over time, through intention, feedback, and support.
The Collective helps you keep growing, in ways that feel relevant, grounded, and real.
You can expect:
Stronger, more confident client relationships
A deeper understanding of what gets in the way — and what to do differently
Greater self-awareness and emotional agility, especially when things feel tricky
Tools you can take straight back into your next client meeting
And a sense of community — because this work is better when we do it together
What does it cost?
At this beta stage, membership costs:
£25 per month (for 9 months per year)
or you can pay an annual membership fee of £198, which equates to £22 per month (for 9 months of the year)
This guarantees you access to one facilitated session per month, and the chance to join additional sessions (up to four in total) if space allows.
Minimum membership for 3 months, after which you can cancel at any time.
What’s Included.
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Access to one live, facilitated session each month (with the chance to join more if there’s space)
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Catch up options if you miss a month, wherever possible
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Direct access to my support and guidance - as the creator of the Emotional Finance Model, I’ll be facilitating the sessions to help you put relational skills into practice where they really matter
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Invitation to join Emotional Finance Collective Whatsapp group
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Priority access to workshops, programmes and in person events
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A digital ‘Emotional Finance Collective’ badge after 3 months of membership, recognising your commitment to relational excellence and your place in the Collective — perfect for your website, email footer, or LinkedIn
For Newcomers:
Let’s Talk First
If we haven’t worked together yet, I ask that we have a short call before you join — just to get a feel for where you’re at, answer any questions, and make sure the Collective is a good fit for what you’re looking for.
It’s not an interview.
It’s a conversation.
Open access for those who’ve already worked with me ( via the Emotional Finance Programme, 1:1 mentoring, or in-house workshops. You can join here…..
New to this work? Book a short welcome call so we can make sure the Collective is the right space for you.
How to Join.
FAQs
Upcoming dates
Dates for September cohort
Live Training
Tuesdays 1-5pm GMT
(Tuesdays 9-1pm EST)
September 16th
October 14th
November 11th
December 9th
Reflection and Integration Calls
4-5pm GMT
(12-1pm EST)
September 30th
October 28th
November 25th
December 16th
+ 2 individual calls by arrangement