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