Foundation review
One-to-one review of income, spending, and habits with a tailored action plan.
£280 per session
Services
Programmes for financial management fundamentals.
Each service is designed to build confident money habits and a clear planning rhythm, tailored to households, freelancers, and small teams.
Service list
Cash flow planning sprint
Four-week programme to map income timing, expenses, and create a resilient plan.
£780 per programme
Household budgeting reset
Hands-on budgeting support, including a shared dashboard and routine check-ins.
£640 per programme
Decision coaching
Scenario planning for major financial decisions, purchases, or life changes.
£420 per session
Benefits of working with us
Clients choose us for grounded, realistic advice. We help turn abstract goals into daily habits, and provide accountability that feels supportive rather than intense.
- Clear roadmap with measurable milestones.
- Templates you can reuse every month.
- Coaching that adapts to your pace.
Service comparison
Foundation review
Best for people who want a one-time financial clarity session.
Includes: diagnostic review, action plan, follow-up summary.
Cash flow planning sprint
Ideal for fluctuating income or newly formed teams.
Includes: weekly workshops, budgeting map, scenario planning.
Household budgeting reset
Designed for shared finances and improving household routines.
Includes: shared tools, two check-ins, habit coaching.
Process steps
1. Discovery call
We gather goals, constraints, and current habits to understand the starting point.
2. Financial mapping
We build a clear picture of income cycles, spending, and priorities.
3. Action plan
We deliver a step-by-step plan that fits daily routines.
4. Follow-through
We check progress and adjust as needed to keep momentum steady.
Case examples
Freelance collective
A six-person studio needed a clear plan for uneven income. We delivered a quarterly cash flow map and monthly planning rhythm.
Growing household
A family preparing for parental leave used our budgeting reset to build a six-month buffer with confidence.
Service FAQ
Yes, many clients start with a foundation review and then move into a sprint or reset.
We can tailor sessions for small teams that need shared financial clarity.
We can refine and stress-test existing budgets to make them more resilient.