OBJECTIVE:

In this 1:1 90 Minute all encompassing Financial Session, we'll determine the immediate and subsequent steps and system required to significantly improve your financial health.

PREPARING FOR YOUR SESSION:

Before our session, you'll be asked to complete a Questionnaire. This is completely confidential and is used to make the most of our time together.

DURING YOUR SESSION:

Using the questionnaire as the framework for our conversation, we'll delve deep into your financial concerns, exploring areas for improvement, and creating a personalized strategy for your financial foundation. We will discuss topics on how to pay yourself, tax saving advice and business structuring just to name a few.

AFTER YOUR SESSION:

You'll leave with actionable steps, a systems roadmap, resources tailored to your unique situation, and the confidence to embark on your journey toward improved financial health.

Expect a follow-up email containing session highlights, your personalized roadmap, and any additional resources discussed.