Clear, fixed-fee services for financial literacy and planning.

Every service includes a written summary and an action list. Sessions are delivered remotely or in-person across the United Kingdom.

Organized desk with notebook and coffee

Service menu

Budget Reset Session — £145. Establish your baseline, identify friction points, and build a balanced weekly plan.

Cashflow Mapping — £218. Build a month-by-month cash timeline so upcoming costs do not surprise you.

Savings Sprint — £287. Create a savings structure with targets, account strategy, and automation steps.

Family Money Habits Workshop — £364. Align household roles, bill ownership, and shared priorities.

Future Fund Planning — £429. Map medium-term goals, emergency buffers, and planned expenses.

To request a service, go to the planning form and select your preferred option.

Request a session