Packages and Pricing
Explore how financial coaching can empower you to take control of your finances with our free 15 minute Discovery Call.
Following the Discovery Call, we’ll tailor your journey through our standard or bespoke packages to best meet your goals.
Our standard packages (below) provide comprehensive financial coaching covering the needs and goals of most people. Bespoke packages are also available.
Financial Fundamentals
- Primary Tailored Coaching Session (up to 2 hours)
- Money ‘MOT’
- Financial Goal Setting
- Financial Health Report
- Financial Plan Document
- Experienced Financial Adviser Coach
Money Mindset
- Primary Tailored Coaching Session (Up to 2 hours)
- Financial Health Report
- Financial Plan Document
- Cash Flow Planning Session (2 hours)
- Personalised Cash Flow Forecast
- Scenario Based Cash Flow Modelling
- Tailored Cash Flow Report
- Experienced Financial Adviser Coach
Money Empowerment
- Primary Tailored Coaching Session (up to 2 hours)
- Financial Health Report
- Financial Plan Document
- Cash Flow Planning Session (2 hours)
- Personalised Cash Flow Forecast
- Scenario Based Cash Flow Modelling
- Tailored Cash Flow Report
- Additional ‘Deep Dive’ Financial Education and Coaching Sessions Targeted At Your Goals (4 hours)
- Experienced Financial Adviser Coach
Cash Flow Planning and Additional Coaching
We also offer specific cash flow planning modules and additional coaching sessions as stand-alone options.
Please contact us (or visit our shop) for details of these extra sessions or to ask about your specific needs.
Corporate Employee Coaching
Every company is different and as such we will look at each corporate package as a bespoke need.
The first step is to contact us with any questions you may have and to arrange a call. We will liaise with the person you think most relevant to managing employee benefits and agree on what your company is looking to provide its employees.
A detailed plan and quote will then be developed based on the size of the company, the number of topics and the regularity of contact you would like your employees to have.
Contact Us
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