Get Organised Programme

You want to get financially organised and you are looking for the solution to your most pressing financial problems. You want to get answers quickly, so you can move towards achieving financial success right away.

Get Real Programme

Now that you are financially organised, you want to get some perspective on where you are now, and where you are heading financially, so that you are in an informed position to decide on the next best step to take towards achieving your medium/long term financial and lifestyle goals.

Get Planning

You are looking for regulated Financial Advice because you have insurance policies, pensions or investments and you want Advice on them specifically. If this is the case, please click below to head over to our sister company, Clarity Lifestyle Financial Planning who can help provide FCA regulated Lifestyle Financial Planning Advice.

Get Organised Programme

This programme is designed for those who do not feel they need or want to work with a regulated Financial Adviser at this stage, but they do want coaching, support and guidance right now to help them get financially organised, with a view to taking control of their financial future.

In our conversation (which lasts from 90 minutes to 2 hours via telephone or video call), you will receive a deeper understanding of your financial situation and get answers to your most pressing questions. You’ll walk away with a 1-page financial plan that you can use as a blueprint to confidently make further progress on your own.

Here’s what you receive with the Get Organised Programme:

✅ Initial help and guidance before our meeting to help you organise your relevant financial information – this alone will be an empowering experience!

✅ A telephone or video call meeting to answer questions and discuss a strategy based on your unique circumstances.

✅ 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.

✅ 2 weeks of email, telephone and video call access after our meeting to answer any follow up questions about the action plan.

Your Investment

Your investment in the ‘Get Organised Programme’ is as little as a £95 initial commitment fee (to ensure you stick with the process) followed by a further £200 on completion of the programme.

Your Guarantee

If, at the end of the programme, you are not entirely satisfied that it has been value for money, then quite simply, you don’t have to pay the final £200 instalment. That is how confident we are that you will value our service.

Get Real Programme

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.

Your Investment

Your investment in the ‘Get Organised Programme’ is as little as a £195 initial commitment fee (to ensure you stick with the process) followed by a further £200 on completion of the programme.

Your Guarantee

If, at the end of the programme, you are not entirely satisfied that it has been value for money, then quite simply, you don’t have to pay the final £200 instalment. That is how confident we are that you will value our service.

Ongoing Coaching

Often, we have clients that love our ‘Get Real’ programme so much, that they want to receive ongoing coaching to ensure they remain on track.

We are happy to facilitate this.

Here’s what you receive with the ongoing coaching service:

✅ Development of your financial strategy.

✅ Ongoing coaching, guidance, and accountability to ensure you continue to make progress and build wealth.

✅ A weekly email or video with handy tips, tricks and information to help you on your journey.

✅ An annual face to face or video meeting with your financial life coach to monitor, adjust, adapt and update your financial masterplan as your life evolves.

✅ Access to your financial life coach between meetings as urgent or important questions arise.

Your Investment

Your investment is just £50 per month which can be cancelled at any time.

What kind of things do we cover during the get real and ongoing coaching programmes?

Comprehensive financial life coaching services can cover a number of topics, including financial questions, concerns, challenges, and opportunities. Here is just a sampling of what we can discuss and tackle together as we put you in a position to use your money as a tool to live the life you want:

Spending and Saving

✅ Does your income support your lifestyle?

✅ Are you spending intelligently?

✅ How much can you safely spend, and without guilt?

✅ What percentage of your income should you save?

✅ What should you do with your savings?

✅ How much do you need for emergencies?

Housing

✅ Should you buy or continue to rent?

✅ How do you determine the right level of deposit?

✅ Should you increase or reduce your Mortgage term, and why?

✅ Is interest only an option for you?

✅ When should you refinance your mortgage?

✅ Should you explore property investing?

Work and career

✅ Are you optimising your benefits at work?

✅ Do you enjoy your job? Why or why not?

✅ Are there ways for you to adjust or change it?

✅ How can you prepare for a career change?

✅ Can you swing a leap to self-employment?

Living with purpose

✅ What do you value, or want more of in your life?

✅ What is the money for?

✅ What does ‘wealth’ mean to you?

✅ Are you on track to achieve your goals?

✅ Who holds you accountable for these goals?

Investments

✅ Are you following a strategic investment plan?

✅ Are you paying too much for your current portfolio?

✅ Are your investments performing adequately?

✅ Is your strategy aligned with your goals?

✅ Are you taking an appropriate level of risk?

Insurance

✅ Do you need life and/or disability insurance?

✅ If you do, what kind of policy is right for you?

✅ How much do you really need?

✅ Are your policies in the correct Trusts?

Retirement

✅ What does retirement mean to you?

✅ How much money do you need to retire?

✅ What will your lifestyle be like (and how much will it cost)?

✅ When would you like to quit working?

✅ Do you want to make work optional (rather than fully retiring)?

Estate Planning

✅ Do you need a trust or Power of Attorney in addition to a will?

✅ Are you fully protected should something happen?

✅ What documents do you need in place now?

✅ Who will take care of your children/pets if you were unable to do so?

Debt Management

✅ How do you prioritise which debt to pay off first?

✅ Should you be paying off debt, or saving and investing instead?

Education Planning

✅ How much should you be saving for a child’s education?

✅ Are there other ways to fund education (beyond what you save yourself?)

Tax Planning

✅ Are you taking advantage of all tax savings opportunities?

✅ Are you protected from unnecessary taxes?

✅ Does tax deferral make sense for you?

You might still have questions about what exactly to expect from a relationship with a financial life coach.
If so, simply get in touch and we will be happy to have an initial chat with you at no cost or obligation.

Happy planning!

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