Our Services

Comprehensive financial guidance tailored to your circumstances and goals

We offer a range of services designed to address different aspects of personal finance. Whether you need help creating your first budget or want to develop a comprehensive debt elimination strategy, we have options that fit.

Budget Planning Session

£95

A comprehensive 90-minute consultation where we analyse your income, expenses, and financial goals to create a personalised budget framework. You'll leave with a clear spending plan that accounts for your priorities while building toward your objectives.

  • Full income and expense analysis
  • Custom budget template tailored to your situation
  • Identification of savings opportunities
  • Goal prioritisation framework
  • Follow-up email with summary and resources

Debt Management Strategy

£150

A focused two-hour session specifically for those dealing with multiple debts. We inventory all obligations, analyse interest rates and terms, and construct a strategic payoff plan that minimises total interest while maintaining feasibility.

  • Complete debt inventory and analysis
  • Interest cost calculations
  • Customised payoff sequence (avalanche or snowball method)
  • Negotiation talking points for creditors
  • Monthly payment schedule
  • Progress tracking spreadsheet

Savings Goal Planning

£85

Whether you're saving for a deposit, building an emergency fund, or planning a major purchase, this 75-minute session helps you create a realistic savings plan. We identify how much you can set aside and establish systems to make saving automatic.

  • Savings capacity assessment
  • Goal timeline development
  • Account structure recommendations
  • Automation setup guidance
  • Milestone tracking plan

Comprehensive Financial Review

£275

Our most thorough offering, this three-hour deep dive covers all aspects of your financial life. Ideal for those wanting a complete picture and integrated strategy across budgeting, debt, savings, and future planning.

  • Complete financial health assessment
  • Net worth calculation and analysis
  • Integrated budget and debt strategy
  • Emergency fund recommendations
  • Short and long-term goal roadmap
  • Written action plan document
  • 30-minute follow-up call (within 30 days)

Couples Financial Alignment

£195

Money is a leading source of relationship stress. This two-hour session for couples helps you align on financial priorities, establish fair contribution systems, and create joint strategies for shared goals while respecting individual needs.

  • Individual and combined financial assessment
  • Values and priorities discussion framework
  • Joint account structure recommendations
  • Shared goal planning
  • Communication strategies for money discussions
  • Conflict resolution approaches

Monthly Coaching Package

£185/month

Ongoing support for those who benefit from regular accountability. Includes four 30-minute check-in sessions per month, email support between sessions, and continuous refinement of your financial strategies as circumstances evolve.

  • Four 30-minute coaching calls monthly
  • Unlimited email support
  • Progress tracking and accountability
  • Strategy adjustments as needed
  • Priority scheduling
  • Minimum three-month commitment

Quick Question Call

£35

A focused 20-minute call for specific financial questions or quick guidance. Ideal for past clients needing a refresher or anyone with a particular situation that needs brief professional input.

  • 20-minute focused call
  • One specific topic or question
  • Actionable guidance
  • Resource recommendations if applicable

Which Service Is Right for You?

Your Situation Recommended Service
Never budgeted before or current budget isn't working Budget Planning Session
Overwhelmed by credit cards, loans, or other debts Debt Management Strategy
Want to save for a specific goal but struggle to set money aside Savings Goal Planning
Need a complete financial overhaul or fresh start Comprehensive Financial Review
Partner and you disagree about money or want to plan together Couples Financial Alignment
Know what to do but struggle with follow-through Monthly Coaching Package
Have a specific question that needs quick professional input Quick Question Call

How It Works

1

Book

Select your service and reach out via email. We'll confirm availability and send preparation instructions.

2

Prepare

Gather requested documents—bank statements, pay slips, debt statements. The more complete the picture, the better the guidance.

3

Meet

Sessions take place via video call or at our office. Come with questions—we'll work through everything together.

4

Implement

Put your plan into action with the tools and knowledge gained. Follow-up support is available if needed.

What You Gain

Clarity

Know exactly where your money goes and why. No more vague anxiety about finances.

Control

Make intentional decisions about spending rather than reacting to circumstances.

Progress

Move toward your goals with measurable steps and clear milestones.

Confidence

Face financial decisions with knowledge rather than uncertainty.

Service Questions

Payment is due before the session. We accept bank transfer and major credit/debit cards. Invoice sent upon booking confirmation with payment instructions.

Yes, all services are available via video call. Many clients prefer this format for convenience. In-person sessions are available at our Kent office for those who prefer face-to-face meetings.

We understand life happens. Please provide at least 48 hours notice for rescheduling at no charge. Less than 48 hours may incur a £25 rescheduling fee. No-shows without notice forfeit the session fee.

Full refunds are available if you cancel more than 72 hours before your scheduled session. Cancellations within 72 hours receive a 50% refund or full credit toward a future session. After a session has started, refunds are not available, but we'll work to ensure you receive value.

If you're unsure, start with the Budget Planning Session—it provides a foundation that most other services build upon. Alternatively, contact us with a brief description of your situation and we'll recommend the most appropriate starting point.

Absolutely. All client information is treated with strict confidentiality. We do not share your data with third parties. Documents you provide are securely stored and can be deleted upon request after your engagement concludes.

Ready to Get Started?

Choose the service that fits your needs and take the first step toward financial confidence. Questions? We're happy to help you find the right starting point.

Contact Us to Book