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Recommended coach

For the emotional work alongside the numbers.

Fliss Wallace is a Certified Financial Coach and Independent Financial Adviser. She runs Align With Wealth, a coaching course for women who want to understand their relationship with money — not just the numbers on a spreadsheet, but the beliefs and patterns underneath.

“Give yourself permission to thrive. Align with abundance.”

— Fliss Wallace
Fliss Wallace, coach and IFA, founder of Align With Wealth

Meet Fliss

A decade in financial services. A different way in.

Certified Financial Coach and Independent Financial Adviser with over a decade in financial services. Fliss founded Seymour Financial to provide clients with clear, bespoke financial plans in plain English.

Align With Wealth is her coaching practice — a space for the emotional and behavioural work that runs underneath every practical financial decision.

The framework

ALIGN

The course follows a five-stage arc — moving from understanding your financial past to building the future you want.

  1. AAwarenessUnderstanding your money story and the patterns you carry.
  2. LLet GoReleasing the beliefs and behaviours that no longer serve you.
  3. IIntentionClarifying what you actually want your money to do.
  4. GGrowthBuilding the practical knowledge to act on that intention.
  5. NNurtureSustaining the relationship with money for the long term.

What’s included

Two halves of the same conversation

The Heart Section

  • 5 coaching chapters on emotions, beliefs and behaviours around money
  • A guided workbook with reflective activities
  • Two personalised 1:1 coaching calls with Fliss

The Head Section

Coming soon
  • Practical financial chapters and tools to complement the coaching work

A note from us

Align With Wealth is created and run independently by Fliss Wallace. It isn’t part of Helena.finance, and we don’t earn from referrals. We recommend it because the emotional and behavioural side of money is a real piece of the work, and Fliss does it well.

Visit Align With Wealth

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