Sorted Together
Money? Sorted.
Retirement? On Track.
Together.
Sorted Together is for you if you want to get things completely sorted, with a dynamic money coach in your corner the whole way through. You want to stop feeling messy with money and move to calm confidence, and have that confidence actually stick.
Together we'll work through your full financial picture, from your current state to your future goals, and stay in it together for three months while you turn the plan into your actual day to day (partners welcome if relevant).
Purchasing instantly unlocks your tools, five 1:1 sessions across three months, and direct WhatsApp access to me the whole way through.
📞 Your 1:1 Sessions: Booked directly into my calendar at times that work for you
⏳ Five sessions over three months, from orientation through to your plan and two follow up power sessions, so nothing gets built and then forgotten
Receive Your Financial Fitness Check, Current Status, and Vision Board
Sent immediately after you book, so we can talk through each one and what's needed for your Orientation Call.
Orientation Call, 30 minutes
We spend time getting to know each other. I talk you through the templates and how to complete each one. You take these away and complete them plus send to me when finished (I encourage clients to get this done within 1 week).
Your Numbers Call, 60 minutes
We work through your full financial picture together. Partners welcome if relevant.
Between sessions, I take everything we've covered and build your personalised Action Plan.
Your Plan Call, 60 minutes
We talk through your personalised action plan and make any needed adjustments. You'll know exactly what to do with your plan, and we'll talk through any extra support you might want, like learning to invest.
Power Session, Week 6, 20 minutes
We check what's actually happened since your plan call and adjust anything that needs adjusting.
Power Session, Week 11, 20 minutes
We close out the container together and lock in what keeps going after it ends.
Plus, direct WhatsApp access for the full three months. A weekly message from me to keep you moving, and a real person to message back when a question, a fear, or a wobble shows up between sessions.
Money? Sorted.
Retirement? On Track.
Together.
Sorted Together is for you if you want to get things completely sorted, with a dynamic money coach in your corner the whole way through. You want to stop feeling messy with money and move to calm confidence, and have that confidence actually stick.
Together we'll work through your full financial picture, from your current state to your future goals, and stay in it together for three months while you turn the plan into your actual day to day (partners welcome if relevant).
Purchasing instantly unlocks your tools, five 1:1 sessions across three months, and direct WhatsApp access to me the whole way through.
📞 Your 1:1 Sessions: Booked directly into my calendar at times that work for you
⏳ Five sessions over three months, from orientation through to your plan and two follow up power sessions, so nothing gets built and then forgotten
Receive Your Financial Fitness Check, Current Status, and Vision Board
Sent immediately after you book, so we can talk through each one and what's needed for your Orientation Call.
Orientation Call, 30 minutes
We spend time getting to know each other. I talk you through the templates and how to complete each one. You take these away and complete them plus send to me when finished (I encourage clients to get this done within 1 week).
Your Numbers Call, 60 minutes
We work through your full financial picture together. Partners welcome if relevant.
Between sessions, I take everything we've covered and build your personalised Action Plan.
Your Plan Call, 60 minutes
We talk through your personalised action plan and make any needed adjustments. You'll know exactly what to do with your plan, and we'll talk through any extra support you might want, like learning to invest.
Power Session, Week 6, 20 minutes
We check what's actually happened since your plan call and adjust anything that needs adjusting.
Power Session, Week 11, 20 minutes
We close out the container together and lock in what keeps going after it ends.
Plus, direct WhatsApp access for the full three months. A weekly message from me to keep you moving, and a real person to message back when a question, a fear, or a wobble shows up between sessions.