Services

Practical support for confident financial decisions.

Our services focus on the fundamentals: clear cash flow, sensible planning, and routines that work even when life changes. Each engagement can be tailored for individuals, households, or teams.

What is included

Every service includes a pre-session questionnaire, tailored materials, and a follow-up summary of the agreed actions.

Service list

Choose the level of support that fits your goals.

Foundations workshop

A 90-minute session covering budgeting basics, spending priorities, and quick wins.

£320

Cash flow mapping

Visualise income and expenses, then build a weekly structure for decisions.

£540

Goal-based savings plan

Create a step-by-step savings approach with realistic milestones.

£410

Team finance reset

Align your team on spending priorities and build a shared planning rhythm.

£780

Ongoing coaching

Monthly sessions and accountability check-ins for steady progress.

£260 per month

Benefits

How clients benefit from our support.

We focus on habits that reduce stress and increase clarity. The result is a plan that feels realistic and sustainable.

  • Clear weekly decision points for spending and saving.
  • Tools that make conversations about money easier.
  • Confidence to make changes without second guessing.

Service comparison

Find the right level of guidance.

Starter

For individuals who want clarity and a simple plan.

  • One workshop session
  • Personalised templates
  • Two-week follow-up

Momentum

For households or teams building ongoing routines.

  • Cash flow mapping
  • Goal planning session
  • Monthly check-in

Partnership

For organisations needing continuous support.

  • Team finance reset
  • Quarterly reviews
  • On-call advisory time

Process steps

What to expect from the first month.

We make the process clear so you know exactly what happens and when.

  1. Introductory call to understand your priorities.
  2. Session delivery with working templates.
  3. Follow-up review to ensure routines stick.

FAQ

Service questions.

Yes. We shape every workshop around the size of your team, your responsibilities, and your current tools.
Absolutely. Our cash flow mapping is built specifically for uneven income patterns.
We recommend a monthly check-in or quarterly review depending on your goals.