Book your financial planning call below
Set up your 60-minute financial planning call here for £99.
We conduct financial planning discovery calls on Thursdays and Fridays.
Once your payment is received we will send a Calendly link to set up your appointment with Google Meet.
What you will get on your financial planning call
Examples of topics covered
A safe space to talk about you and your money. What’s going well, not so well and what you can do about it.
A quick overview of the actions you could take to improve your finances right now. Including ideas to help you save, create and invest more of your money to reach your favourite future sooner.
Improve your knowledge and confidence in saving, managing and investing your money
Explore where you need to find more balance between earning, spending, investing and dealing with your debt.
Find out more about the financial planning process and how it can help you reach your health, wealth and happiness goals.
An overview of how you can reach financial independence and make work optional one day. A brief look into your options around investing, rental properties or entrepreneurialism and which ones might be right for you.
Ideas how to overcome your greatest blocks and challenges preventing you moving forward.
What’s your greater goal in life, what change do you want to make in the world? What role will your money play in achieving that?