The people who tend to get the most from this programme are motivated professionals or aspirational families with a total household income of £50,000+ and want a custom-designed strategy that organises their finances, prioritises their goals, and provides an action plan to create and grow wealth.
They also want a living and breathing snapshot of where they are now, and where they are heading – financially. This will enable them to make an informed choice on what steps to take to achieve their medium/long term financial and lifestyle goals.
To do this, we use clever financial planning and cashflow forecasting software called Voyant to do the heavy lifting.
Here’s what you receive with the Get Real Programme:
✅ Initial help and guidance before our meeting to help you organise your relevant financial information – this alone will be an empowering experience!
✅ An initial telephone or video call meeting to answer questions and discuss a strategy based on your unique circumstances.
✅ The creation of a full financial masterplan using Voyant financial planning technology.
✅ A second telephone or video call meeting to present your financial masterplan and discuss this in detail.
✅ A 1-page financial plan with suggestions to help you get on track and make further progress on your own.
✅ A series of useful tools to help you stay organised.
✅ 4 weeks of email, telephone and video call access after our meeting to answer any follow up questions about the action plan.