Are you on track?
The check up meeting is an opportunity for you to have an expert review your finances and give you some pointers in regard to areas that you should address. At the end of the meeting you may decide to move forward and engage us for your advice journey or you might walk away feeling informed and comfortable with where you are at.
The benefit of going through this process is that at the end of it you will know where you are at financially and that is the first step in taking control of your future and achieving financial freedom. This is a great way to check in and make sure you are on the right track.
The check up meeting is approximately 1 hour (online over Zoom), your situation is fully reviewed prior to the meeting to ensure maximum value during our time together. This fee for this service is a once off payment of $550.
Along with peace of mind and improved financial knowledge, you will receive tangible useful information you can use to make good financial decisions about your future:
A balance sheet report - detailing your financial position
A spending report - detailing where you are spending your money.
A suggested budget for you to stick to going forward.
Action points - items to consider so you can keep moving forward in your financial journey
How it works