Personal Finance Review Session
A practical, one-to-one budgeting and personal finance support session to help you take control of your money.
What This Service Is
This is a practical budgeting and money management session designed to help you get clarity on your finances and create a plan that actually works for your life.
We'll review your income, expenses, debts, and savings goals together, then build a realistic budget and action plan you can start using immediately.
This is educational support, not regulated financial advice. I won't tell you which specific investments to buy or sell, but I will help you understand your options and make informed decisions about your money.
Perfect For You If:
- You feel overwhelmed by your finances
- You're not sure where your money goes
- You want to save more but don't know how
- You need a clear action plan
What We'll Cover in Your Session
Every session is tailored to your specific situation, but here's what we typically work through together:
Income & Expenses
Map out exactly where your money comes from and where it goes. Identify spending leaks and opportunities to save.
Debt Strategy
Create a realistic plan to tackle your debts. We'll prioritize what to pay off first and explore consolidation options.
Budget Building
Design a flexible budget that fits your lifestyle. No restrictive rules—just a system that actually works for you.
Savings Goals
Set up emergency funds, savings targets, and automated systems to help you reach your goals faster.
Money Mindset
Uncover limiting beliefs about money and develop healthier financial habits that stick.
Action Plan
Leave with clear next steps and priorities. You'll know exactly what to do in the next 30, 60, and 90 days.
What's Included
Every session comes with practical tools and ongoing support:
Custom Budget Template
A personalized spreadsheet tailored to your income, expenses, and goals. Easy to use and update.
Action Plan Document
Written summary of our session with prioritized next steps and recommendations.
Resource Library Access
Curated guides, calculators, and tools to support your financial journey.
14-Day Email Support
Follow-up questions? I've got you covered for two weeks after your session.
100% Satisfaction Guarantee
If you don't find value in our session, I'll refund you in full—no questions asked. Your financial clarity is my priority.
Choose Your Session
All sessions include a comprehensive budget review, personalized action plan, and 14 days of email support. Pick the duration that works best for you.
30 Minutes
£59
Quick budget review & priorities
- ✓Budget snapshot review
- ✓Top 3 action items
- ✓Quick wins identified
60 Minutes
£99
Complete budget overhaul
- ✓Full financial review
- ✓Custom budget template
- ✓Debt payoff strategy
- ✓Savings plan setup
90 Minutes
£129
Deep dive transformation
- ✓Everything in 60-min
- ✓Long-term financial roadmap
- ✓Investment basics overview
- ✓Tax efficiency strategies
Not sure which session is right for you? Start with 60 minutes—it's the sweet spot for most people.
All sessions are conducted via video call (Zoom/Google Meet). You'll receive a calendar invite with the link after booking.
Prefer to Submit an Enquiry First?
Not ready to book yet? Fill out the form below and I'll get back to you within 24 hours to answer any questions and help you choose the right session.
Frequently Asked Questions
Got questions? Here are the answers to what people usually ask:
Is this regulated financial advice?
No. This is educational budgeting and money management support. I won't recommend specific investment products or tell you which stocks to buy. If you need regulated advice (like pension transfers or investment portfolio management), I can refer you to an FCA-regulated adviser.
What do I need to prepare before the session?
Gather your recent bank statements, a list of your monthly expenses, details of any debts, and your income information. Don't worry about making it perfect—we'll work through it together. The more honest you are about your situation, the more helpful I can be.
What if I'm really bad with money?
That's exactly why this service exists! There's no judgment here. Most people haven't been taught how to manage money properly. We'll start wherever you are and build from there. The fact that you're seeking help is already a huge step forward.
Can I book a session for me and my partner?
Absolutely! In fact, I encourage it. Getting on the same page financially is one of the best things couples can do. Just make sure you both can attend the session.
What happens after the session?
You'll receive your custom budget template and action plan document within 24 hours. You'll also have 14 days of email support for any follow-up questions. Many clients book a follow-up session after 30-60 days to review progress and adjust their plan.
What's your cancellation policy?
You can cancel or reschedule up to 48 hours before your session for a full refund. Cancellations within 48 hours are non-refundable, but you can reschedule once if needed.
Do you offer payment plans?
For the 90-minute session, yes! You can split the payment into two installments. Just mention this in your enquiry form or email me directly.
Will this work if I'm self-employed?
Yes! Self-employed finances can be trickier (irregular income, tax planning, etc.), but we'll create a budget system that accounts for the ups and downs. I work with lots of freelancers and business owners.
Ready to begin?
Take Control of Your Money Today
Stop feeling stressed about your finances. Book a session and get the clarity, confidence, and plan you need to build the financial future you deserve.
100% Satisfaction Guarantee • Your information is safe and confidential