Self-Paced Financial Health Check
SKU:
1001
€250.00
€250.00
per item
Perfect for Self-starters who want clear advice without a consultation.
Financial Health Check: A One-Time Consultation to Get You on Track
Clarity. Confidence. A Plan.
- Financial Health Check: We take a detailed look at your finances - the good, the bad, and the ugly. You’ll find out how you compare to others and learn about the risks you might be facing.
- Personalised Action Plan: A clear, step-by-step plan focused on general improvements and achieving your top financial priorities.
- No Calls Needed: Get all your insights without having to jump on a call.
- Quick Wins: Simple actions to help you make smarter money moves right away.
- Perfect for: Self-starters who want clear advice without a consultation.
How It Works
Step 1: Pick Your Plan
Choose between:
Fill out a short form about your finances, goals, and what you’re most concerned about.
We might reach out if we need to clarify anything before finishing your assessment.
Step 3: Get Your Plan
Who Is This For?
Step 1: Pick Your Plan
Choose between:
- Financial Health Check (€250): A detailed assessment and action plan - no calls needed.
- Financial Health Check + Consultation Call (€500): The same assessment plus a one-hour call to dive deeper.
Fill out a short form about your finances, goals, and what you’re most concerned about.
We might reach out if we need to clarify anything before finishing your assessment.
Step 3: Get Your Plan
- You’ll get a written Financial Health Check and a clear action plan within a few days.
- If you chose the option with a call, we’ll schedule a time to talk through your situation in detail. This allows us to talk through your concerns and develop our understanding more, and provide you more context and information before we finalise your assessment and plan. After the call, you’ll get a written Financial Health Check and a clear action plan within a few days.
Who Is This For?
- People in the messy middle (25-55) making major financial decisions.
- Anyone feeling stuck, overwhelmed, or uncertain about money.
- Those who want expert advice without committing to a long-term service.
- Individuals or couples who want financial clarity - fast.