Arbor
Hello, I’m Yana. I spent 18 years at global investment banks in Zurich and London, advising the top 1% wealthiest individuals in the world on their money and financial decisions. I have also personally been through ups and downs in my own career and finances and know first hand how that feels. Today I help others move past fear and confusion to take control of their life, career and financial wellbeing.
Financial anxiety is rarely just about the numbers. More often, it comes from: 1. Lack of clarity on what you want from life, the gap between your values and the expectations placed on you, and the fear of making the wrong move. 2. Not fully understanding what you have, how to organise it, and how to follow through with confidence.
Given my financial background and coaching experience, I help you work on both.
On the emotional side, we work on: • Understanding and shifting the beliefs driving your decisions • Releasing fear, shame, and avoidance that keep you stuck • Discovering what motivates you and keeps to driven • Clarifying what you truly want from life and how to get there • Building calm, grounded confidence in your decisions
On the practical side, we focus on: • Understanding your options and limitations in your life, career and finances • Building security and confidence to act • Creating clarity on where your money comes from and where it goes • Structuring your finances in a simple, organised way • Budgeting, saving, and investing with intention • Building a clear, realistic plan you can follow and stay consistent with
My background: Investment Advisor - Director, UBS Zurich Financial Analyst, Credit Suisse London Certified Wealth Management Advisor, Switzerland BSc Economics, UCL London
If this resonates, you’re welcome to schedule a free discovery session and we’ll take it from there.
