Finance 101: couples edition

Service Description

This session is designed to help couples to gain a deeper understanding of your similarities and differences when it comes to managing your finances as well as equipping you with the knowledge and tools to start thriving as a couple. The session focuses on 5 key areas that are paramount to having a solid financial foundation, you will learn how to get in control of your finances and how to strategise to meet your Finance goals. 1)Financial planning: What, Why and How to create a solid financial plan. 2)Analysis of your current finances: Income, Expenses, Credit Score, Savings goals etc. 3)Spending habits: Helping you both to understand what kind of spenders you are, your spending drivers and how to improve your spending habits. 4)Budget management: What, Why and How to effectively manage your budget as a couple 5)Debt: Debt prevention and Debt management if you currently have any debts. *Access to a personalised finance tracker to give you a transparent overview of your finances* Disclaimer: Any personal information shared in your coaching session will remain confidential and your data will always be handled securely. This session is purely for Guidance and Educational purposes and does not constitute as Financial advise.

Cancellation Policy

If for any reason you need to cancel or reschedule your session please give AT LEAST 24 hours notice. Short notice cancellations will result in a loss of your initial payment.

Contact Details