Description
This coaching package provides our most compressive service. It includes all the elements of our financial fundamentals and money mindset programmes. It includes full cash flow analysis (ensuring your means meet your ends long term) and adds additional ‘Deep Dive’ financial education and coaching sessions delivered by an experienced coach, fully qualified and with experience working as a financial adviser.
This programme gives you personalised and specific access to a qualified financial adviser over a prolonged period of coaching. This programme is for people who might have a complex financial situation, seriously ambitious goals, or a desire for a deep understanding of their financial future.
This plan includes:
Primary Coaching Session including Money MOT and a personalised Financial Plan Report.
A full cash flow analysis exercise with tailored scenarios and detailed report.
Additional 4 hours of targeted ‘ Deep Dive’ coaching and financial education.
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