How it Works

Regain control of your finances.

From the moment of first contact, our spending experts will show you how easy it is to get your finances in order and regain control of your expenses.

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Initial Consultation

During your first consultation you will be able to have a one on one, confidential, FREE conversation with one of our experts for about one hour, without any obligation. We will discuss the details of your current financial situation, what, if any, goals you may have, and expand on the program in more detail.

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Building the Plan

During this second step we will take a deeper look at how you operate your finances, while comparing them to your goals. It is here where you will provide accurate information about your income, bills and financial goals. Your Spending Planner will guide and support you while granting you full control of the process.

After you enter the details, your Spending Planner will analyse your plan with you and guide you through the process of fine tuning it so that you will know how much you need every day to remain on track to reach your financial goals.

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Mentoring Phase

We understand that making changes, no matter how small, is not an easy task and can seem daunting at times. This is why we include a 6 month (minimum) mentoring phase during which we will be in contact by email or phone on a weekly basis. Your Spending Planner will use this contact time to encourage you, answer any questions you may have about your Spending Plan and advise on any adjustments needed to stay on track towards your financial goals.

You will never need to feel alone while working towards your financial success as your Spending Planner will be available as a mentor when and if you need them at any time in the future.

Spending Plan Inclusions

Basic

$197

Instructional Videos to guide you through all aspects of the software

Membership in closed Facebook Group

1/2 Hour Plan Analysis over the phone      with Your Spending Planner

One-off casual mentoring at $80 an hour

12-month plan checkup. $120

Please note there is a monthly $10 software access fee.

Basic - Plus

$397

Instructional Videos to guide you through all aspects of the software

Membership in closed Facebook Group

1 1/2 Hour Plan Analysis, Face to Face or Online with Your Spending Planner

      Free Access to Quarterly Seminars for      1 year Valued at $159 ($39 each)

Free copy of Soon to be Released Ebook

One-off casual mentoring at $80 an hour

12-month plan checkup. $120

Please note there is a monthly $10 software access fee.

Full Mentoring Program

$997

Instructional Videos to guide you through all aspects of the software

Membership in closed Facebook Group

3 Hours Plan Analysis/Setup, Face to Face or online with Spending Planner

  Free Access to Quarterly Seminars for      1 year Valued at $159 ($39 each)

Free copy of Soon to be Released Ebook

6 Months Mentoring – Including  Weekly     email check-in and  Monthly Mentoring,      by Phone or Zoom call

Troubleshooting calls as needed

Continued mentoring after the end of initial 7-month plan for $88 a month

Free Plan Checkup at 12 months

(payment plans are available on request)

Please note there is a monthly $10 software access fee.

Request a Consultation

The time to regain control of your financial life is now! So contact us to start your journey to financial success.