Description
Our most popular coaching package provides you with a clear understanding of your current financial position. Delivered by an experienced coach, fully qualified and with experience working as a financial adviser.
During our coaching sessions, we will set clear financial goals and provide you with a comprehensive plan to meet them. Follow-up cash flow planning sessions will provide you with a clear, visual representation of how following your financial plan could provide you with the financial future and freedom you desire. It will also show how changing circumstances and events will impact your financial plan for better or worse. Giving you an in-depth understanding of what you need to do to achieve your goals and the confidence to see the plan through over time.
This plan includes:
Primary Tailored Coaching Session including Money MOT and Financial Plan Report.
Cash flow planning coaching session including cash flow projections and scenarios personalised to your situation and goals.
You will finish the package with a greater level of financial knowledge. You will have a clear view of how to deal with money and finance that will enable you to action your plan with confidence.
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