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 the "Map My Money" 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 roadmap 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.