Packages
Financial Health Check
A simple but powerful session designed to give you clarity, confidence, and practical next steps.
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Your Financial Health Check
The Financial Health Check is a straightforward, impactful service designed for anyone who wants to quickly get a handle on their financial situation.
This package is all about giving you immediate clarity without the commitment of a long-term coaching journey.
In a single focused session, we'll dive into your current financial picture, helping you understand where you stand and what needs to happen next.
You'll walk away with a personalized summary of your finances, a clear list of action points, and a renewed sense of control over your money.
Here's What You'll Get...
My Financial Health Check is a focused, 1:1 coaching session that gives you a complete overview of your finances. You'll receive a detailed, personalized report and a clear list of actionable insights.
A 1-hour coaching session
A dedicated time to discuss your current situation and goals.
Personalised financial review
A comprehensive look at your income, expenses, and savings.
Clear action points to take away
A summary of the key steps you can take immediately to improve your finances.
Insights into spending habits
An understanding of where your money is going and how to make it work for you.
Some suggested easy next steps
Guidance on what to do after our session to continue your progress.
A useful financial workbook
A tool to help you define your goals and track your progress.
Who It's For
This package is perfect for you if you're feeling stuck, overwhelmed and don't know where to begin.
Maybe you've tried to budget on your own with apps, but nothing seems to stick, or you feel like you've been working hard but have nothing to show for it.
The Financial Health Check is also an excellent option if you're curious about money coaching but aren't ready to commit to a longer-term package. It's a great way to experience the benefits of my guidance and see how my approach can help you gain control of your financial future.
After your session, you'll have a much clearer view of your finances. You'll gain a greater awareness of your spending habits and patterns, along with practical steps you can take for immediate improvement. Most importantly, you'll leave with a renewed sense of confidence and peace of mind about handling your money. You will have a clear direction, empowering you to move forward with a purpose.
A clear view of tomorrow
Most money coaches offer advice. I go further.
Using powerful financial modelling software, I can show you what your future might look like — not in vague terms, but with real projections you can understand.
Trusted to give guidance to people from all walks of life
David helped me plan my retirement after selling my business, giving me confidence to spend my money on me and my family.
Simon W
Google Review
Speaking to David has given me peace of mind, focus and purpose.
Warren Munson
Entrepreneur
Took away a lot of my worries and gave me a practical way forward and clear view of my financial future.
Kate Goodwin
Google Review
FAQs
Questions you might have
How long does the session last?
My Financial Health Check is a focused, 1:1 coaching session that gives you a complete overview of your finances. You'll receive a detailed, personalized report and a clear list of actionable insights.
Do I need to prepare anything?
Yes, you'll be asked to provide some basic information in advance. This helps me prepare for our call so we can make the most of our time together.
Will you tell me what to do with my money?
I will provide you with options and scenarios based on your goals and aspirations, but the final decision is always yours. My role is to give you the clarity and confidence to make an informed choice that is right for you.
What happens afterward?
After our session, you'll receive a detailed email summary with a clear action list. You can then choose to implement the plan on your own or book a future session to discuss your progress.
What if my situation is more complex?
If your financial situation is more complex and requires more in-depth advice, we can discuss the Ultimate Clarity package or I can refer you to a qualified Independent Financial Advisor (IFA) in my network.
Take control today
Don’t face financial stress or uncertainty alone.
Whether you need clarity, confidence, or a complete plan, I’m here to help you take the first step towards peace of mind and financial freedom.
