Work With Me
This elite service
is an opportunity for us to partner very closely together to help you get to grips with your finances and plan for the future.
Your financial understanding will be transformed from one of not knowing what future lifestyle you can afford, to knowing exactly where you stand financially and how healthy (or otherwise) your finances are.
We start with an initial telephone conversation so we can both decide whether we are a good fit together, and for me to confirm that I can help you to achieve your goals and dreams. Following that, we will have an in-depth meeting to delve into what you want your life to look like in the future. I am looking to work with you rather than your money.
I need to know what you want to achieve with your money before I can give any advice on investing it.
During that meeting, we will discuss where you are now, where you want to get to in future years, and what’s stopped you achieving that up to now. Armed with that information we will then work together to develop a step by step plan showing what milestones are needed on your journey to create the life you want.
I apply my professional skills and expertise to organise your money and other financial resources so they support you on your journey, to help you achieve your goals.
But once that’s done
I don’t just leave you high and dry, needing to manage your future finances on your own.
That would put you right back to the position you were in before we started working together.
This is an on-going, long term relationship. Your needs and circumstances will change over time; your priorities will change. We will partner together over the long term to ensure you have all the help and support you need, and to ensure you are always on track to meet your goals.
Is this the service you’re looking for?
Due to the nature of this partnership, it isn’t right for everyone. This is an in depth service and each woman I work with receives a significant amount of my time. As a result, I can only work with a limited number of women each year.
If you would like to be considered for this service, the first step is an initial call together. Please email me at firstname.lastname@example.org so we can set up a convenient time to talk to see if we are a good fit together.