Packages

 

Let’s get started  

access to the “Financially Independent Woman” program which runs for 3 months, online tools.

This initial coaching package is designed to get you started on your financial journey.  By the end of this program you will be able to clearly understand and state what your goals are, you will start to see where your money goes and how to set and work to a budget, even if you hate working with numbers or feel you don’t understand them, you will feel so much more in control of this area of your life.  You will receive crucial feedback, clarity and tools you’ll need to move forward in getting to know and be in control of your money.

Click on the button below and enter your contact details and I will send you more information.

Let's Grow

Includes the "Let’s get Started" on-line package plus at the end of this program, 3 face to face or Zoom/Microsoft Teams meetings held personally with me which include setting and actioning your goals to grow your wealth, improve your financial situation and then reviewing how you are tracking and making any modifications.

This package builds on your knowledge gained from the "Let's get Started" coaching program you have completed so you can make fully informed decisions about your financial affairs.  It gets to the nitty gritty of putting your dreams down on paper, because as the old saying goes, if you fail to plan, you plan to fail.  

You are provided with personalised recommendations from an expert that are written in a formal plan that you can refer back to and becomes your road map or step by step guide on what you now need to do.  You will then be assisted with putting those plans in place and monitored to make sure those plans go ahead.  

Option available: Ongoing meetings after Let's Grow is complete if you require a trusted adviser to be on your team.  

Click on the button below and enter your contact details and hit submit.  I will then be in touch to provide you with further details. 

Critical

 "Let's get Started" and "Let's Grow" packages plus direct unlimited rapid response phone and email access to me to answer any questions or queries you have.

 An additional membership to the online training program "Financial Independent Woman" you can offer to a friend or family member at no cost.

Free access to budgeting software to keep you on track.

Free ticket for you and a friend or family member to attend our topical seminars.

Establishment and provision of your Financially Independent document pack in which all your important documents are filed and available in the event of emergency.

Free access to an estate planning service which can review and update your will, Enduring Power of Attorney and Advanced Care Directive (Power of Guardianship) documents.

Access to closed Facebook group to network with other like-minded women who are on their journey to financial independence. 

With this package you need additional help in getting your life sorted. You may be going through a major crisis and need an expert to be available when you need them. The rules around retiring or divorce are so complex that you require immediate advice on how you will secure an ongoing cash flow that will keep you in the lifestyle you have become accustomed to and well let’s face it, you deserve.

You would like specialised help with looking after you and your investments as they are complex and you do not have time to focus your energy on them as much as you would like and are seeking a trusted adviser who will assist you so you can continue to focus on your area of expertise.

Contact me

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