Budgeting Advice & Money Management
Are you feeling less confident with your money that you would like to be? You can read all the money management tips in the world, but sometimes it comes down to getting organised and working out your budget. Then choosing the money planning systems that will work for you in order to keep track and stick to the budget. Smart ways to manage money can be simple but it can be overwhelming and you may have money mindset issues to address too. It may be time to let a professional organiser take a fresh look things.
Manage your money better with our Budgeting Advice & Money Management service so you can feel in control of your finances.
Budgeting advice & money management coaching sessions are for you if:
you feel your finances are out of control
you don’t budget or don’t tend to stick to a budget
you’re an impulsive or emotional spender
you want to feel more organised, calm & in control of your finances
you need to take some time out & have an expert have a fresh look at how you’re managing your money
How does it work?
Budgeting advice & money management coaching takes place in the form of an initial 30 minute assessment & then a 90 minute session. Further 1 hour sessions can be offered if required. These sessions can take place virtually, offering you complete flexibility.
Examples why you might approach us for help with budgeting & money management
To review monthly outgoings
To be provided with a personalised Excel spreadsheet with monthly financial analysis
To set up standing orders from same account on correct dates
To get the best deals from utility providers & other services
To review weekly transactions or get a handle on outgoings
To make a plan to reduce debts or manage savings & investments
To develop habits for opening post, shredding / weekly actions / recycling
To have more money for the things that matter
Prices
£111 for initial 30 minutes infomation gathering plus a 90 minute session | £40 for additional 1 hour sessions
Initial session includes follow up emails to summarise the discussion and outline the action points.
For some quick tips, read this money management blog post
This service can be delivered virtually no matter where your location or in person if you live in West Yorkshire. To enquire or book, fill in the contact form below or email [email protected]