Summary of plans 📝

Personal Finance 1:1 coaching

1. Ask Me Anything (30 or 60 mins)

£45 (30 mins) / £90 (60 mins)

For anyone who wants educational discussions and practical frameworks to understand different aspects of their finances - whether that’s learning budgeting principles, understanding how to apply the ‘pay yourself first’ concept, or figuring out spending patterns each month.

We can cover:

Exploring methods for building a simple, effective budget.
Tools and systems to help you stay organised and track your spending.
Educational frameworks for setting savings goals and establishing an emergency fund.
Discussing the factors and popular frameworks used to weigh debt repayment against investment goals.
How to start investing (Understanding ISAs and index funds).
Or even questions about my accountancy career, exams, or progression into finance.

A focussed session to gain clarity and establish actionable next steps.

2. Deep Dive (2 hours)

£159 / 2 monthly payments of £90