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Basic Financial Health Check – No Call
€250.00
The Financial Health Check is an assessment of your personal finances, the main risks you face, and recommended actions to get you to progress towards your goals.
One-Off Planning Consultation If you need to deal with a specific financial issue we also offer one-off consultations for professionals who are not ready for the the 12-month planning process, but still want financial support right now. We focus on 2-3 financial topics from the list below to help you understand which actions to take next. In our 90-minute conversation, you’ll receive a deeper understanding of your financial situation and answers to your most pressing questions. You’ll walk away with a written plan that you can use as a blueprint to confidently make further progress on your own.
Income/Expense Planning
Does your income support your lifestyle?
Are you spending intelligently?
How much do you need for emergencies?
Goal Creation
What are your 12 month, 5, 10+ year goals?
Are you on track to achieve them?
Who holds you accountable for these goals?
Employee Benefits
Are you optimizing your benefits at work?
Is there any further way of increasing your benefits?
Insurance
Do you need life and/or serious illness insurance?
Are you over or under insured?
Retirement
What does retirement mean to you?
How much money do you need to retire?
Could you retire earlier than you initially planned?
Investments
Are your investments performing adequately?
Is your strategy aligned with your goals?
Are you taking on too much risk? Not enough?
Debt Management
How do you prioritize which debt to pay down first?
Should you be paying more or saving/investing?
Housing
Should you buy or continue to rent?
How do you determine your down payment?
When should you refinance your mortgage?
Family Planning
How much should you be saving for college?
What can you do now to be prepared for big cash-flow moments later?
Estate Planning
Are you protected should something happen?
What documents do you need in place now?
Are you going to receive an inheritance? Is there a plan in place? Is it tax efficient?
Tax Planning
Are you taking advantage of all tax savings opportunities?