Money MOT
1 Hour Coaching plus Help and Resources
This package looks at your basic financial health and can identify possible areas to focus on for the future, or just valuable reassurance that all is on track and you haven't missed a piece of the financial puzzle. The puzzle pieces often include things like budgeting, savings, pensions, insurance policies, providing for dependents etc.
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Firstly we decide whether we are a good fit during a no obligation 15 minute chat. If we decide to go ahead, I send you a set of detailed specially designed Wise Owl questionnaires about your financial situation. (These are completely confidential.) Filling these in is often a really useful exercise in itself, enabling you to see a bigger picture.
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Once you are done, you send them to me to review, (I may have further questions!) and we will then arrange a 1 hour video call where we can discuss any areas of concern and explore possible next steps. I will NOT give you specific product related advice, as I don't give regulated advice - we will be looking at things in a more general way. This is charged at 2h of my time so that I can review your information thoroughly before the meeting and provide quality resources to follow up.
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Total Cost: £120
Money Service
3 Hours Coaching plus Help and Resources
If you want more time to identify how to manifest goals and dreams, or if you have known worries and challenges, this gives us more time to explore your options.
As with the MOT, we decide whether we are a good fit during a 15 minute chat, and I send you the detailed and specially designed questionnaires about your financial situation. (Again, these are completely confidential and filling these in is often a really useful exercise in itself, enabling you to see a bigger picture.)
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Once you are ready, you send them to me to review, (I may have further questions!) and we will then arrange a 2 hour meeting where we can have more freedom to discuss concerns, goals and dreams, and explore possible next steps. This is followed up after 2 - 4 weeks by another 1 hour meeting to see how things are going. This is charged at 4h of my time so that I can review your information thoroughly and provide quality resources to follow up.
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Total Cost: £240
Pay as you go
Available as and when you need it, so your work with me can be tailored to you exactly to meet your own unique circumstances and budget. Some clients have only needed two sessions to address a particular stumbling block, others like to check in regularly for years. Whatever works!!
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This is charged at a basic hourly rate of £60 per hour of my time (face to face and prep/follow up time are both chargeable), or £50 if four or more hours are paid for in advance (can be spread over multiple meetings). This is all discussed and agreed in the 15 minute chat - there will be no surprises.
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Meetings work well over Zoom, but it's always nice to have a face to face meeting if you are local to Brighton. Travel expenses negotiable - though a face to face meeting is chargeable at a minimum of two hours.
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Pay As You Go Coaching: from £50ph
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