Client dreams and pain points

Jun 27, 2023 | Professional reflections

Continuing to build my business under the guidance of Christie Mimms and the Coach Pony Team, and continuing to work on my niche, setting out the clients dreams and fears, which will be used in the journey and in marketing material.
This is the second version of my dream statements and pain point statements. I have trimmed them (dramatically) so they come in at one or two sentences. The ideas are drawn from my experiences as an empty nester, the real-life experiences of those I interviewed in the last couple of weeks, and comments from previous financial life planning clients.

My niche remains unchanged: to support parents whose children are leaving home to re-organise their lives and money so that they live with security and renewed purpose.

My ideal client is named Mary.

Mary’s dreams include:

  • Imagine having your finances so well organised that after joining another couple for a drink and a bite to eat, you have no worries about providing your credit card, knowing there is money in the bank and in your budget.
  • Imagine sitting with your morning coffee to check your email and discovering with delight that three more watercolour courses have sold overnight after your husband’s decision to use his newfound free time to turn an occasional hobby into a popular and profitable online business with you.
  • Imagine using your Sunday mornings to get fit rather than driving your kids to football practice, especially after you have shaved another 20 seconds off your 10k time and realise that entering the local 10k race with your husband won’t be as embarrassing as you expected!
  • Imagine renting a villa in Italy for the first family holiday since the kids left home without going into credit card debt or jeopardising your retirement savings.
  • Imagine calmly discussing with your partner at New Year how you each want to spend your time and money this coming year without getting anxious or defensive about your aspirations or money.

Mary’s pain points include:

  • I wake in the morning and feel my job in a traditional business is stale but I am worried that trying to change into a new paradigm, entrepreneurial role will never happen.
  • I worry that if set up my own business the money and security I get from my job will disappear.
  • I wake up in the morning feeling sad because my purpose in life seems to have disappeared.
  • My parents are becoming less mobile and `I don’t know what to do about it
  • I think my finances are in good shape but I am not sure and I am anxious
  • My car is old and worn and I don’t know if I should get a new one, and if so what
  • I am so hacked off with my phone; its just updated itself and I can’t find what I want.
  • With the kids it seemed as though we had to spend money but now I find I am still buying and acquiring. Spending money has become a habit, one that does not give me the meaning I want in life.
  • I accepted I had to work hard to pay for the kids, but now I am still working hard without anything to show for it.
  • I am living our old lifestyle and have not been able to find a new way of living that uses the free time previously allocated to the kids.
  • Even though the kids have left home, I still don’t seem to have enough time/money/freedom/sleep/holidays etc
  • With the kids, it was necessary and acceptable to lack financial discipline, but now with retirement looming I am still lack financial discipline and the financial literacy to tackle issues like aging parents, grandchildren and retirement
  • I am asset rich and cash poor and I can’t find the cash to pay for a trip to Australia to see my daughter.
  • I’ve brought a new house and i have builders work on it to turn it into my dram house for our old age, but I am worried it will take all my financial resources and leave me trapped
  • I worry about my health and life style after a minor health scare last month
  • There seems now to be no structure to my money or life and I don’;t know where I am or where I am going.
  • I wake up in the morning terrified I am going to make a bad decision that will damage my work, life and money.
  • Now the kids have left home, we seem to have no savings or reserves and we are probably just one pay check away from disaster.
  • The kids were an excuse to procrastinate about money; now we live in financial fear and anxiety
  • I feel ashamed that I cannot afford the big family holidays that some of my children’s parents organise for their families
  • With the kids gone and school gate friends disappearing, I feel I am missing the connection, friendship and love that i believe I am worthy of.
  • I wake up and feel I neither have enough or am enough

Putting it into practice

These dreams and pain points will become part of the descriptions for the steps of the journey I will take clients through.

What do you think?

Your views are important, and your fellow readers would love to hear your opinion,
so share your thoughts in the comments box below, and thank you for your time and generosity.

What do you think?

Your views are important, and your fellow readers would love to hear your opinion, so share your thoughts in the comments box below, and thank you for your time and generosity.


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