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Client Case Study 3

Funded places

Are you a charity or group whose members would benefit from improving their money situation?

I work with charities and groups, helping them to access funding, so that their members can get free or discounted help to improve their finances.  I work online with UK based women helping them to create a life that they love, through improving their ability to manage their money.

Are some of your members:

A Your Money Sorted online course could transform their lives.

It helps to empower women to take control of their own situation. It will educate them about money, about themselves and about how they can take control of their own lives.

Traditionally money advice gives people the tools and knowledge to sort their finances, but Your Money Sorted courses go much, much deeper than this. They help women to investigate their attitudes, beliefs, values, and habits and help them to see how learning about their money mindset can make amazing changes to their financial life.

Previous clients have described my courses as exciting, thought-provoking and life-changing. With 5 star reviews from all my previous clients, you can be sure that your members would be in safe hands.

How does it work?

  1. We have a discussion to work out the best product for your members, before discussing and deciding upon a suitable funding stream.
  2. I will assist you with the funding application.
  3. If funding is approved, you will collect contact details for members interested in taking the course. This has been done easily in the past within the charities own Facebook group or page, where people can comment or private message if they are interested in taking a course.
  4. That’s your responsibility over!
  5. I will then contact the interested individuals and send them login details for the course. The individuals get signed up, generally anonymously, so that they can feel comfortable in discussing their situation. I will then work with the group, supporting and encouraging them as they work their way through the online course.
  6. After the project is finished, I will provide the charity with a written report, giving details of the outcomes achieved on the course.

How easy is it?

“When Eileen approached Bump, Baby and Beyond about organising a funded Your Money Sorted course, all we had to do was provide her with our registered address. Eileen took care of the rest and knew where to apply for funding. It couldn’t have been any easier! A group of local mum’s benefited from Eileen’s course – for free! We highly recommend Eileen’s coaching.” Morna, Bump, Baby and Beyond

Read on to see how I helped this a group of women from Bump, Baby, and Beyond in Dumfries, make amazing changes to their lives, by completing a Your Money Sorted course.

pexels-photo-106567Before we began, I asked the women to share with me their feelings around money. The same words came up time and time again.  Scared, anxious, worried, ashamed, guilty, and stressed. Their biggest fears were being unable to pay bills and having no savings for unplanned events.  They also feared being unable to support their children and passing on their own poor money habits to their children.

The women were all a bit unsure of what to expect.  Most of them didn’t know me and had never completed an online challenge before.  They had never before thought about their feelings about money. It was with some trepidation that they started the 28 day challenge.


“At first I was intimidated and afraid it’d point out my failures in budgeting and money management”.

Simple, step-by-step process

The online course led them through a step-by-step process, starting with looking at what their 10/10 financial situation would be.  They then set powerful and exciting goals to help them to work towards this ideal situation.

“The chance to think about what I really want was brilliant.  I have been so focused on making ends meet that I have never given the future much thought. I want to make a better future – I want to go to college. Now I just need to work out how I can afford to!”

Next we started looking at their feelings about money.  This was an eye-opening process for a lot of the group, as they had never given this much thought before.

Thinking about attitudes, value and habits around money were an important part of the course. Investigating this really helped the women to make massive shifts in their behaviour and began to make a real difference to their finances.

They were very enthusiastic, about both the process and the benefits that it brought to them, with one saying:

“….thinking more deeply about things, than I otherwise would, was amazing. It really made me realise where I was wasting money, and better still, how I could stop wasting money”

Just 7 days later

After just the first week of the course, the women were already reporting that they felt “excited”, “enthusiastic”, “motivated” and “much more confident already”.

pexels-photo-160191This group of women were amazing to work with, because they were so enthusiastic and willing to get stuck into the challenges. We spent time looking at various ways of increasing income and decreasing expenditure, helping the group to be, on average, over £200 per month better off.  We looked at different ways of managing money and debt, helping each woman to decide on the options that were most suited to her.  Planning more effectively for the future was covered too, ensuring that the mums and their families were well prepared for life’s expected and unexpected events.

One of the main aims of the course is to help people to reduce spending on the areas that don’t matter to them, so that they can increase spending on the things that they really value. This is a wonderful way of helping women and families to find financial peace, security and happiness.

What did they think?

“It was very useful to identify how I felt about money at the start of the course and I had totally changed my attitude about it by the end.”

“Loved the format of getting immediate feedback from Eileen, and seeing the comments from the other women on the course.”


“I thought that the course would help me to budget my money better.  I had no idea that it would actually affect my whole life too. In general I just feel so much more confident and much happier.  That’s probably because I am not worrying about money any more. I can focus on the things that really matter to me, like spending time with my kids and making sure that our family has lots of fun times ahead.”



The women were asked, before and after the course, to rate themselves on a scale of 1-5 according to the following statements












What a difference in just 4 weeks

“I am more positive about our situation, feel more at ease knowing we have saved money on lots of things.  This has totally eased our situation, in turn this makes me more relaxed.”

“My attitude towards money has completely changed and I now see more clearly how I can make it work for me.”

“It made me tackle things rather than burying my head in the sand. I feel that I’ve picked up lots of tips and advice that I am putting into everyday life. It’s given a focus to discuss money with my husband and encouraged us to be proactive about things that kept being put off.”

Exciting times ahead

As you can see from the results above, the group made fantastic progress during their course.  They are now feeling much more confident and in control of their financial situation. The hard work that they put in during the course will stand them in good stead for the rest of their lives.

I would like to thank Bump, Baby and Beyond for giving me the opportunity of working with your members.  I would also like to say a massive thank you to all the women on the course for working so hard.  It honestly was a pleasure working with you.

I love seeing the difference that people can make to their lives, by simply getting a little support with their finances.  Read my other case studies to see how one family has almost paid off 20k in debt and another client has surprised herself and bought her very first flat.

Eileen Adamson Your Money Sorted Eileen x

To find out more about how your group could benefit from funded places on a Your Money Sorted course, please get in touch with me today.


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"sandieIt’s not just that I have saved money each month, and I have saved a substantial amount, but my attitude to my finances and how I spend my money has changed. I learned about my habits, personality and attitude towards money and faced my fears, taking my head out of the sand! I have developed better habits and am committed to sticking to them. The structure of the course suited me as it was in bite sized daily chunks and for anyone who is worried about the work load I did it and I am a full time teacher with 2 children who was also training for a marathon!! If you want to make changes then you will find the time. Eileen is very supportive and always available for feedback and to answer any questions and I also found the contact with the other participants really useful. I loved the practical tips and web links via the information sheets and will definitely be referring back to them. All in all a brilliant course – Cheers Eileen!"

Sandie - Dumfries
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