Here's What You Will Receive:
Pre-work for the review
Upon scheduling your review, you'll receive a comprehensive fact-find document to examine various financial aspects such as budgeting, debt, savings, insurance, and more. A timeline exercise will aid in prioritising and documenting your goals. We emphasise thoroughness for optimal results in our review process. To ensure a successful session, kindly complete all pre-work and forward it to your coach at least 48 hours before the scheduled review.
In the review
In the 90-minute review, we will centre our discussion around your goals and assess how your finances align with them. While acknowledging your strengths, we'll prioritise areas for improvement to ensure goal achievement. We'll also explore future considerations, focusing on immediate improvements and providing actionable steps to achieve them.
Post Review
Following your review, you may have questions or need further clarification. For ongoing support and accountability, your coach will remain accessible via email and WhatsApp.
