THE DETAILS

What to expect from this session

A personal finance audit is a great way to get an overview of your financial situation. This session would allow you to view your finances objectively and even congratulate yourself in areas where you’ve done well.

I'll work with you to gain a thorough understanding of your finances so you can make smarter money decisions assess the areas in which you can improve, and help you create a money strategy. Depending on your unique needs, a session could include the following:

• A review of your spending habits to create a personalised true-to-you budget
• An assessment of your savings, including figuring out ways to increase your savings by 10%
• Suggestions on how you can earn more money, start a side hustle or significantly minimize your expenses
• An assessment of your future preparedness, i.e. emergency funds, new child, wedding and pensions
• Debt evaluation and a personalised money plan.
• Investment education; how to start your investment journey in the UK

Your investment £95 £35 for a limited time only