Each service is designed for a specific stage of your financial journey. All include personalized guidance, custom systems, and ongoing support.
Financial Foundation Intensive
Perfect if you're starting from scratch or need to rebuild after setbacks. We build your personal Financial Cascade from the ground up.
What's Included:
- Complete financial audit and gap analysis
- Custom automated system design
- Emergency fund strategy and implementation
- Debt elimination roadmap
- Cash flow optimization framework
- 4 one-on-one sessions over 8 weeks
- Email support throughout program
Typical Outcomes:
Clients typically save £2,000-£8,000 in their first 90 days, eliminate overdraft fees, and establish automated financial systems that run without daily management.
£847.00
Wealth Building Accelerator
For those who have the basics handled but want to optimize and grow. Learn the investment frameworks that actually work.
What's Included:
- Investment strategy consultation
- Portfolio architecture design
- Tax optimization framework (ISAs, pensions, etc.)
- Automated wealth system setup
- Asset allocation strategy
- 6 sessions over 12 weeks
- Priority email support
Typical Outcomes:
Clients establish investment systems that automatically contribute £300-£800/month, optimize tax efficiency, and build confidence in long-term wealth strategy.
£1,247.00
Complete Financial Transformation
The full system. Foundation to optimization. For people ready to completely transform their financial life.
What's Included:
- Everything from Foundation + Accelerator programs
- Quarterly strategy reviews for 12 months
- Priority access for questions (24hr response)
- Advanced optimization strategies
- Retirement and long-term planning
- Estate planning basics
- Insurance strategy review
- Major purchase planning (home, etc.)
Typical Outcomes:
Clients build comprehensive financial systems covering protection, growth, and optimization. Average first-year net worth increase: £15,000-£45,000 depending on starting point.
£2,397.00
Single Session Deep Dive
One focused 90-minute session on your specific challenge. Debt strategy, investment questions, cash flow optimization, or career negotiations.
What's Included:
- Pre-session questionnaire and preparation
- 90-minute intensive consultation
- Custom action plan document
- Specific tool and resource recommendations
- 2-week follow-up check-in
Best For:
Specific questions, one-off decisions, or testing whether our approach resonates before committing to a longer program.
£297.00
Corporate Workshop Series
Financial wellness programs for teams. Help your employees reduce money stress and improve focus.
What's Included:
- 3-part workshop series (2 hours each)
- Customized to your team's demographics
- Practical frameworks, not theory
- Resource materials for all participants
- Optional individual follow-up sessions
Topics Covered:
Emergency funds, debt management, retirement planning basics, investment fundamentals, and reducing financial stress.
£1,847.00 (up to 20 participants)
Couples Financial Alignment
Build a shared financial system that works for both of you. Reduce money conflict, increase clarity.
What's Included:
- Joint financial audit and assessment
- Shared goal-setting framework
- Custom system design for couples
- Communication protocols for money discussions
- 5 sessions over 10 weeks
- Both partners included in all sessions
Typical Outcomes:
Couples establish transparent shared systems, reduce money-related conflict, and align on both short-term operations and long-term goals.
£1,497.00
Our Commitment
If after your first session you don't feel the approach is right for you, we'll refund your payment in full. No questions, no hassle.