Money Mentor Discovery

Service Description

Our Discovery Session is designed to give you a comprehensive overview of your financial situation and help create a strategic plan tailored to your needs. Here’s what you can expect: Personal Financial Assessment We’ll review your current financial status, including income, expenses, debts, and savings, to understand where you are and what steps you need to take. Goal Setting Whether you're planning for a major life event, such as buying a home, starting a business, or preparing for retirement, we’ll help you set clear, achievable financial goals. Budgeting Insights While we won’t have time to create a full budget in this session, we’ll help you think about budgeting and offer tips and strategies for managing your cash flow more effectively. Preparing for Major Life Changes Facing a significant transition like separation, divorce, or starting a family? We’ll prepare you to handle these changes with confidence, including getting solicitor-ready, saving you time and money. Tailored Financial Strategies We’ll discuss strategies to help you save more, reduce debt, and invest wisely, especially if you’re a couple needing to manage finances or an entrepreneur organising personal and business finances. Risk Management and Contingency Planning We’ll talk about potential risks and help you think about creating a plan for unexpected financial challenges, ensuring you’re always prepared. Our Discovery Session offers valuable insights and practical steps to improve your financial health. Picture your friend who’s always stressed about money, your sibling planning to start a business, or a couple you know who never talks about their finances—they all could benefit from this session.

Contact Details

• Hove, Brighton and Hove, UK

  07900 190285

  moneymentor@live.com