Description
This core package centres around an outpit driven coaching session delivered by an experienced coach, fully qualified and with experience working as a financial adviser. It includes a Money MOT to assess your current financial position. We will use coaching and discussion to draw out your key financial goals and then establish a clear financial plan to achieve these.
By the end of the session, you will have a good understanding of where you are in your financial journey, what matters to you, and how you can get your money to work for you. You will receive a personalised Financial Plan Document following the session which will set out what has been discussed and what your financial goals are.
We work on an output-based approach to our sessions. This means that Primary Coaching sessions will usually last between 75-90mins but what we won’t do is fill up your time unnecessarily by dragging things out. We will always work to get to your goals and outputs in an efficient but in-depth way so that you finish our sessions with lots of takeaway value and no wasted time.
This plan includes:
Primary Tailored Coaching Session including Money MOT. You will receive your Financial Health Report and Financial Plan Document.
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