12-Month Financial Planning: Build Wealth & Take Control of Your Future

Turn Your Financial Goals into Reality

You’re earning more than before - but you still feel stuck.
You’re juggling career growth, home buying, debt repayment, saving, investing, and big life decisions… yet no one ever taught you how to manage money.
What if you had a step-by-step plan tailored to you?
What if you could build wealth without stress?
What if you had an expert guiding you every step of the way?
That’s exactly what our 12-Month Financial Planning Programme offers.

Apply for the 12-Month Planning


Important: Limited Availability
Due to the level of personal attention we provide, we limit the number of clients we take on each year.
There is a waiting list, and all new clients must apply via completing a Financial Health Check with a Consultation Call.


How to Apply
Step 1: Start with a Financial Health Check with a consultation call.
Before committing to a year-long plan, we begin with a Financial Health Check. This lets us assess your financial situation and make sure the 12-month plan is the right fit for you - without a long-term commitment upfront.
Step 2: Get a Recommendation
After your Financial Health Check, we’ll let you know if the 12-month plan makes sense for you based on your financial goals and situation.
Step 3: Apply to Join the 12-Month Financial Planning
If it’s a good fit, we’ll let you know if a spot is available or if you’ll be added to the waiting list.


Who Is This For?

• People in the messy middle (ages 25–55).
• Those earning €50,000+ per year (or expecting income growth soon).
• ​People with assets or about to come into wealth.
• Crazy ambitious people hungry to achieve their goals, that need a trusted advisor for long-term success.
• Anyone serious about making progress with their finances and ready to take action.

Not quite ready for a long-term commitment?
Start with a Financial Health Check to get expert advice and a clear plan - without signing up for a year.
Book Your Financial Health Check


Why Start with a Financial Health Check?
Clarity Without Commitment: Find out if the 12-month plan is right for you, before making a bigger commitment.
Expert Advice You Can Act On: Get clear, actionable steps for your top financial priorities.
Personalised Feedback: Understand where you stand financially and what’s possible.
Start with a Financial Health Check


How the 12-Month Plan Works
If accepted, your 12-month journey will include:
Step 1: Financial Clarity (Month 1–3)

• Establish your starting point - income, expenses, assets, debts.
• Identify quick wins to save money and optimise cash flow.

Step 2: Building a Strong Financial Foundation (Month 3–6)

• Increase your income - salary negotiation, career planning, side hustle strategies.
• Build an emergency fund and pay off debt efficiently.

Step 3: Growing Wealth & Planning for the Future (Month 6–9)

• Start investing with confidence, aligned with your risk tolerance and goals.
• Optimise tax strategies to keep more of what you earn.

Step 4: Long-Term Success & Automation (Month 9–12)

• Set medium- and long-term financial goals.
• Automate wealth-building strategies for effortless progress.

 
Important Note: These steps and timelines are a guide. The plan is always tailored to your personal situation and progress along the way.


What You Get as a Client

• Personalised Plan: Tailored to your goals, covering budgeting, investing, tax strategies, and more.
• Regular Check-Ins: Four structured planning sessions per year, plus additional support as needed.
• Ongoing Access: Unlimited email/call/text support for quick questions and advice.
• Accountability: We don’t just hand you a plan - we help you follow through.

 Apply for the 12-Month Plan


What Our Clients Say
“Before working with you, I felt lost with my finances. Now, I have a plan, I feel confident, and I’m excited about my financial future.”
“I thought financial planning was only for wealthy people. Now I realise it’s about building wealth, and this was the best decision I ever made.”


FAQ: What You Need to Know
Q: Why do I need to apply?
A: Our planning process is intensive and personalised. We want to make sure it’s the right fit for both you and us before committing a year of time and resources.
Q: How long is the waiting list?
A: It depends on current demand. Completing a Financial Health Check is the best way to secure your spot on the list.
Q: How much does the 12-month planning process cost?
A: The full 12-month financial planning process costs €8,500.

• A deposit is required upfront.
• The remainder can be paid in full or in installments.

Q: What if I need more help after the Health Check?
A: If you need ongoing support, we’ll invite you to apply for the 12-month plan or book follow-up sessions.
Q: Do you offer refunds?
A: No, refunds aren’t available since this is a professional service. If you’re unsure if it’s right for you, ask for a callback and we can help you decide.


Ready to Build Wealth & Reduce Financial Stress?
Start with a Financial Health Check to see if the 12-month plan is right for you.

Apply Now  
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