Money Mentor Mastery Monthly package
Master your money monthly Initial Discovery Session -90mins & monthly 60 min progress reviews
Service Description
Money Mentor Mastery monthly accountability Our Money Mastery Package provides ongoing monthly support, ensuring you stay on track with your financial goals. Here’s what’s included: Comprehensive Financial Assessment We start with an in-depth review of your financial status, including income, expenses, debts, and savings, to give you a clear understanding of your financial health. Plan Builder Together, we’ll create a detailed financial plan aligned with your goals, setting both short-term and long-term objectives and outlining actionable steps to achieve them. Monthly Check-Ins Each month, we’ll meet to review your progress, adjust your plan as needed, and provide continuous support to keep you motivated and on track. Budgeting Insights and Support We offer ongoing advice and strategies for effective cash flow management, helping you maintain control of your budget. Preparation for Major Life Changes Whether it’s planning for retirement, starting a family, or dealing with unexpected events, we’ll help you prepare for significant life transitions. Risk Management and Contingency Planning We’ll regularly revisit your plan to address potential risks and ensure you’re prepared for any financial challenges. Ongoing Practical Support From organising your finances to planning for unforeseen events and providing advocacy support, we’ll be with you every step of the way. Ideal for You If... • You prefer ongoing monthly support to stay on track • You want to make lasting changes to your financial situation • You need to plan for potential life changes and unforeseen events • You aim to take control of your finances for the medium and long term • You require ongoing advocacy support and practical assistance with your finances Investing in our Money Mastery Package means you’ll have consistent support and expert guidance every month to ensure your financial health and security. It’s perfect for those seeking a long-term, structured approach to mastering their finances.
Contact Details
Hove, Brighton and Hove, UK
07900 190285
moneymentor@live.com