Book your consultation call with me today
My Wealth Journey call
Do you want to buy a house but don’t know where to start?
Are you looking at your retirement options but getting confused?
Not sure where to start when it comes to investing?
If this, is you, then book a phone consultation to discuss your needs and how we can help you? After this call, you’ll know where to start and the steps you need to take on your financial journey.
On this call:
We will discuss your concerns/struggles when it comes to your finances
We will review your current situation and talk you through where you are and where you are going
You’ll also get the opportunity to ask any questions you may have.
The Wealth Plan Consultation
The Wealth Plan consultation is for people who have money left over each month or have savings but don’t know the best way to make their money work for them. For people who have read the books and googled as much as they can but need help to understand the best options. For people too busy working, with no time to invest in themselves but want a bespoke plan to achieve their goals, build wealth and reach financial freedom. Give us 2 hours of your time, preferably face to face (video call available), and we will get you on the road to financial independence with a bespoke plan.
- Review your current financial situation
- We conduct a SWOT analysis on your finances
- Discuss your financial goals
- Create a wealth plan to achieve your short, medium, and long-term goals
Whilst going through the consultation, we can discuss the following areas: Budgeting, credit, investment, mortgages, property, business, creating a side hustle, multiple streams of income.
This consultation is one-off and here to help you create a wealth plan. After, you will be given the option of complete the wealth plan on your own or continue with us to achieve your goals.
The W.E.A.L.T.H. Blueprint Accelerator
The W.E.A.L.T.H. Blueprint Accelerator is a 6-month program that will empoweryour mindset, knowledge, financial confidence, and wealth plan. This program is for people serious about changing their current financial situation but need the support and accountability of an experienced and qualified financial professional. You will learn how to build wealth and change your bad financial habits and build a bespoke financial plan to help you achieve your financial goals and achieve financial freedom.
W (Work) Phase 1: The Financial consultation and discovery meeting.We will find out your goals and values, your dreams, what they are trying to achieve, and what habits they are trying to break?
E (Exercise) Phase 2: Budgeting and accountability; we will review your income and outgoing and agree on how your money will be budgeted going forward. We will agree on accountability rules for you to abide by going forward. We will look at what you are working with and where you need to be toachieve our goals within the agreed timescales, so you can live the lifestyle you truly desire.
A (Agree) Phase 3: We match the assets with your goals. Now that we have agreedon the goals/plans, we will educate you on the best support to reach your goals. For example, if your goal is to buy a property, we will discuss what steps and investment vehiclesyou need to put in place to achieve them. Or, if you wanted to start investing, we would educate you on the basics of investing, risk management, conducting research, and the platforms and funds available to you.
L (Learn) Phase 4: Mid-point check-in and evaluation to determine how the plan is going, what you have learned about yourself, any issues or concerns, and we work together to make necessary adjustments.
T (Timescale) Phase 5: The Blueprint: A customized financial plan, which includes your goals and a time scale for each goal to be achieved.
H (Harmony) Phase 6: In the debrief, we discuss how you have found the program, things you have learnt, challenges you have faced and how you have overcome them. We will discuss how you will stay on track to achieve your goals and any fail-safes that need to be implemented in unforeseen circumstances. We end the course by singing off the same hymn sheet.
You will receive evaluation calls on months 9 and 12 to see how you are doing, if things have changed and if any adjustments need to happen to your plans.