Confirmed
You're booked.
See you on the call.
You'll get a calendar invite in your inbox within a couple of minutes. It includes the Zoom link. If you don't see it, check spam — and add joel@thewayofwealth.shop to your contacts.
Two things to do before we talk
A little prep
makes the call far more useful.
- 01
Take the Money Beliefs Quiz (5 minutes)
Built on the Klontz Money Scripts — a peer-reviewed framework from behavioural finance. It tells us which of four money patterns is running the show for you. We'll look at your results together on the call.
Take the quiz → - 02
Sit with one question
"What's the one money pattern I most want to break — and why haven't I been able to break it yet?"
You don't need an answer written down. Just let it sit at the back of your mind between now and the call. The good answers usually surface in the shower, not at the desk.
What the call actually is
Thirty minutes.
No pitch script. No card needed.
What we'll cover
- Your quiz results — what they actually mean
- The specific money pattern you want to break
- What's underneath it (almost always not what you'd guess)
- Whether the Money Story Method is the right fit — honest read, either way
What it isn't
- A pressured sales call
- A free coaching session in disguise
- A pitch you have to sit through
- Anything that requires a payment decision on the call
Who you're talking to
Joel.
The short version.
MSc Behavioural Economics. Qualified Financial Planner. Lost £150,000 investing badly in 2021 — which is exactly why I now coach the behaviour and not the spreadsheet. The Money Story Method is twelve weeks of one-to-one coaching built for people whose money never quite stays still.
Need to reschedule or cancel? Use the link in your calendar invite — or email joel@thewayofwealth.shop and we'll sort it.