What is included?
Personal coaching for your personal needs.
Before we start:
When you sign up I will send you a questionnaire asking you a range of questions about your financial situation. I want to know where you are right now and where you want to be. This could be taking control of your money, paying down debt, saving money or getting ready to start investing, we can work on this goal together.
All I ask is that you answer honestly. Don't be ashamed or embarrassed - I am here to help, not to judge.
I would also ask for you to send me copies of bank statements from the last 3 months or so. This is to get a complete picture of your financial situation.
This allows us to get the most out of your session.
During the session
This is the opportunity to talk with you and provide you with a review of your spending, tips, tricks and actionable advice to get you to that place you want to be.
After the session:
Notes from our session will be provided so that these are yours to refer back to.
Included is 30 days of email support to answer any additional questions that you may have. This is a journey and over this journey you will learn more and have more questions, and I am here to help.
“Why isn’t this taught in school?” is a question that I get asked a lot.
It is true, why aren't the basics of how we need to manage our money and invest taught at school? Instead we are taught things like Pythagoras’s theorem and all about photosynthesis, and how many of us have used that since?
We use money every day and many of us have goals of building wealth but just don’t know where to start.
What if you could spend one-to-one time with someone who knows about all of this stuff, who will go though your individual financial position, understand your goals and get you from having no control of your money to someone who is confident budgeting, spending and investing.
It doesn’t matter your circumstance, you may be young, old, in debt, debt-free or scared to invest, I am here to help get you from where you are today financially to where you want to be.
See the options below to book some time to achieve your financial goals.