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Basic Financial Health Check – No Call

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€250.00
€250.00
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per item

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.

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Step 1: You are sent forms seeking the information we need to carry out the assessment. This helps you; organise your finances, think about and prioritise your main goals, and give us the relevant information to assess your situation and provide recommendations to achieve your goals.


Step 2: You spend the time you need completing the forms. The numbers side of this is normally pretty quick. You’ll have to check your accounts, loans, recent expenses, investments, insurances, etc. to give us an up-to-date picture of where you are financially.

The part that often takes a bit more time is the softer side of things – thinking about and prioritising your goals, and questions around your knowledge and tolerance to investment risk.

You send this when you are ready. For some people this will take a day or 2. Some people need 2 weeks. Take as long as you need.


Step 3: A financial planner will assess your information. They will compile and send your Financial Health Check with; options for general improvements, the main risks you face, and specific recommended actions to improve your situation and works towards your goals.


Step 4: Back to you! There is some value in getting organised and having a qualified assessment of where you’re at. The main value comes from you taking action.


Important Note:
This is a no-contact engagement so you won’t be meeting anyone or having a phone meeting seeking further information or context. If your situation is fairly basic and you are looking to figure out where your starting place is and get going, this could be perfect for you. If you are comfortable taking action without much support, this will be perfect for you. If you hate talking to people but still want to improve your finances, this is for you.
After this engagement if you decide you would like a meeting to discuss and get more information, the fee is €150 for a 60-120 minute call. This is typically 90 minutes long.
We recommend going straight for the standard Financial Health Check, which is €350 and includes this call if: you believe your situation is a bit more complicated, or you require some clarification or education on part of your situation, or you would just like the comfort of talking through your situation and assessment.
Money Boot Camp Ltd.
Email; JUSTIN@MONEYBOOTCAMP.COM
Call: 00353 (0)871225761
Money Boot Camp is a Financial Planning and Education company aimed at changing the state of personal finance in Ireland for people in their 20s, 30s, 40s and beyond. We teach you how to manage your money. Whether you are in studying, working, or retired we teach you what you need to know about your money. We help people in Ireland assess their Financial Health and come up with practical plans to meet their goals. Money Boot Camp is the only fully fee-only financial planner in Ireland. There is no “fee-based advice” with a complicated fee structure; all prices are shown in full on our website.
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 or financial planning, referring out to product providers if necessary.


  • Home
  • Financial Planning
  • Financial Health Check
  • About Us
  • Contact
  • Blog