Get Clarity on Your Finances

Course Summary

Are you a high-achiever in your field, but find yourself navigating the complex world of finances with uncertainty? Your success deserves a financial strategy as remarkable as you are.

Introducing "Get Clarity for your Finances" – a personalized 4-session coaching program designed for individuals like you, who are ready to take control of their financial future and step into the next level of success!

Where you are financially is where your money mindset allows you to be
- Dinah Poehlmann

Session 1: Clarity on Your Finances

Embark on a journey to financial empowerment. Bring along your financial numbers and we will decipher them. In this session, we'll organize your financial landscape, analyzing assets, liabilities, and expenses. Together, we'll uncover your personal net worth, explore money habits, and identify your risk profile. With clarity of your numbers, making financial decisions becomes much easier.

Session 2: Money Mindset & Vision

Discover the secrets of the financially successful and learn how to cultivate their mindset. We'll unravel your unique money mindsets, eliminating any limiting beliefs surrounding wealth and investments. This session is not about numbers; it's about exploring your past for limiting money stories and creating a vision for your ideal financial life. This session will indeed transform your money mindset and set you on the path to financial abundance.

Session 3: Roadmap to Your Investment Strategy

Ready to turn your financial goals into reality? Brace yourself for an enlightening discussion on financial goal setting, setting the stage for a prosperous future. Together, we'll determine your goals, investment funds and time horizon. No finance background required – we'll break down complex strategies into actionable steps tailored to your unique situation. Walk away with clarity for your investment portfolio, aligning with your aspirations and ensuring a prosperous future.

Session 4: Reflect & Consolidate

In this final session, we'll reflect on the progress made and the insights gained. We'll revisit the clarity gained in session 1, the mindset shifts cultivated in session 2, and the strategic roadmap crafted in session 3. Together, we'll consolidate your learnings, ensuring that you leave with a clear understanding of your financial landscape and a roadmap for continued success. Get ready to celebrate your mindset shifts and embrace the confidence that comes with the clarity of your finances.

Why you need "Get Clarity on Your Finances"?

Tailored for Success:
Designed for busy, accomplished individuals like yourself, this program caters to your unique needs and aspirations.

Simplicity in Complexity:
Let's keep things simple. No finance jargon here. We break down complex financial concepts into straightforward, actionable steps, making the journey enjoyable and enlightening.

Personalized Guidance & Worksheets:
One-size-fits-all doesn't work. Your one-on-one sessions are tailored to your financial circumstances and your preferred pace, ensuring relevance and immediate impact. Each sessions come with worksheets to help you work through your unique circumstances.

Secure Your Financial Future:
Your success deserves a financial strategy as dynamic as you are. Take the first step towards financial clarity and unlock the full potential of your wealth.

Are you ready to transform your financial future? Reserve your spot now and embark on a journey to financial clarity and success!

Course Curriculum

Get Clarity on Your Finances
4 Lessons
- Session 1: Clarity on your Finances
  Start
- Session 2: Money Mindset & Vision
  Start
- Session 3: Roadmap to Your Investment Strategy
  Start
- Session 4: Reflect & Consolidate
  Start

Dinah Poehlmann

Dinah is a Finance Mindset Coach from Singapore.
Her passion is to help new investors find clarity on their personal finance and start their investment journey with confidence. She has more than a decade of experience working in the banking industry, both in investment and private banking. Her previous roles included preparing companies to be listed on the stock exchange, corporate fund raisings as well as advising high networth individuals and fund managers on their investment portfolios.
Beside managing her own investments, she coaches professionals and individuals on personal finance and investing. She regularly conducts financial literacy workshops and events for multinational corporations.
In addition, she runs a digital course "Money Savvy Parents", helping parents to teach their children about money and build a healthy relationship with money.

Tina Grundke

Interior Stylist

Dinah gave me a clear understanding of my financial situation and where to go from there. It's not just numbers, it's also my mindset about my relationship with money. She gave me clarity and a peace of mind of my present situation and a clear direction what to do next. I highly recommend her. She's more than a coach to me but a mentor too.

Justine C.

Computer Programer

The coaching was very useful as I have been feeling lost in terms of my finances and how to proceed with investing. With her vast experience, knowledge and guidance, she has given me much clarity. I wish that during my earlier years someone could have given me the financial knowledge that Dinah shared. Thank you!

Course Pricing