Financial Health Check with Consultation Call

SKU: 2002
€500.00
€500.00
Unavailable
per item

Perfect for people with more complex finances or anyone feeling overwhelmed. This gives you a chance to ask questions directly.




Financial Health Check: A One-Time Consultation to Get You on Track

Clarity. Confidence. A Plan.



  • Personal Guidance: A one-hour call to dive deep into your financial questions and goals. Leave with actionable steps you can start using right away.


  • Thorough Assessment: Get the same in-depth review of your finances, plus the additional context from the call allows for more insights tailored to your unique situation.


  • Clear Next Steps: A customised action plan that addresses both your immediate concerns and long-term goals. Realistic steps to help you make progress fast.


  • Expert Advice: Get answers to your questions directly - no product sales, no commissions.


  • Perfect for: People with more complex finances or anyone feeling overwhelmed. This gives you a chance to ask questions directly.


How It Works

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.
Step 2: Share Your Information
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.