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.
Does your income support your lifestyle?
Are you spending intelligently?
How much do you need for emergencies?
What are your 12 month, 5, 10+ year goals?
Are you on track to achieve them?
Who holds you accountable for these goals?
Are you optimizing your benefits at work?
Is there any further way of increasing your benefits?
Do you need life and/or serious illness insurance?
Are you over or under insured?
What does retirement mean to you?
How much money do you need to retire?
Could you retire earlier than you initially planned?
Are your investments performing adequately?
Is your strategy aligned with your goals?
Are you taking on too much risk? Not enough?
How do you prioritize which debt to pay down first?
Should you be paying more or saving/investing?
Should you buy or continue to rent?
How do you determine your down payment?
When should you refinance your mortgage?
How much should you be saving for college?
What can you do now to be prepared for big cash-flow moments later?
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?
Are you taking advantage of all tax savings opportunities?
Money Boot Camp Ltd. is a Financial Planning and Financial Education company based in Ireland, Europe, providing Personal Financial Planning, Financial Planning, Financial Health Checks, Wealth Planning, Financial Education, Education in Personal Finance, Financial Coaching and focusses on teaching people in their 20s, 30s, 40s, and the retired how to develop good money habits, lower spending, develop frugality, increase income, negotiate salary, start investing, how to invest, learn about investing, get out of debt, pay debt, pay off debt, how to get a mortgage, buy a house, how to buy a house, setting up an emergency fund, what an emergency fund is, how to save, how to save more, how to increase savings, saving essentials, setting up a will, estate planning, insurance planning, what insurance is necessary, death in service benefit, pension benefits, taking work benefits, setting up a pension, the benefits of a pension, tax benefits of a pension, tax planning, tax efficiency. Money Boot Camp Ltd. provides these services online and in-person mostly based with clients in Ireland; within the Dublin, Dublin City, County Dublin, Kildare, Meath, Wicklow region, Leinster, Ulster, Connacht, Munster, Lucan, Celbridge, Maynooth, Kilcock, Leixlip, Dunboyne, Cork City, Limerick City, Waterford, Kilkenny, Galway City, Galway, Athlone, Mullingar, Portlaoise, Thurles, Mullingar, Louth, Drogheda, Belfast, Belfast City, County Down, Donegal, Country Donegal, Sligo, and all areas of Ireland not listed. The financial planning process is a location independent service and although can be performed in person, it can also be performed over phone, email, skype, and other call and video call services. Money Boot Camp Ltd. provides non-product based financial advice, referring out to product providers if necessary.