Service catalogue
Practical services that build financial foundations.
Each service is designed to support clarity, stability, and repeatable decision-making. Sessions are delivered in Manchester or online, with clear outcomes and documentation.
Choosing the right service
We can recommend a starting point based on your goals and current routine. Most clients begin with a short diagnostic session to map priorities.
Request a recommendationServices
Core offerings and pricing.
Financial Foundations Diagnostic
Short assessment session to understand your priorities, cost pressures, and current routines.
£120Cash Flow Clarity Plan
Mapping weekly income and spending to create a stable, easy-to-maintain structure.
£280Budget Reset Workshop
A structured rebuild for clients navigating a life change, new home, or shifting income.
£310Goal-Focused Planning Session
Define a short-term goal and create a step-by-step plan with realistic milestones.
£180Team Money Clarity Session
Guidance for small teams to align on cash flow rhythm, shared costs, and planning habits.
£420Service benefits
What clients experience after working with us.
- Clear weekly priorities with fewer last-minute surprises.
- A plan that feels realistic, not overwhelming.
- Confidence to make decisions without second-guessing.
Comparison
Which service fits your needs?
Quick clarity
Best for: new planners or anyone needing a starting point.
Includes: diagnostic session and a summary plan.
Structured reset
Best for: people experiencing a new job, move, or major change.
Includes: budget rebuild and new routines.
Growth support
Best for: clients planning savings goals or team cash flow.
Includes: milestones, tracking rhythm, and review sessions.
Process steps
How we deliver each service.
Discovery
We gather your priorities, current challenges, and a snapshot of your routine.
Structure
We design a practical plan with categories, timelines, and simple tracking steps.
Support
We check progress, adjust for reality, and reinforce the habits that work.
FAQ