Description

Don’t know where your money is going? We can help

After a thorough interview with you, we will provide you with

• An overview of your current financial practices.

• Income, Mandatory and Discretionary Spending Analysis

• Problem area identification

• Actionable items to help you meet your financial goals and needs.

Before the end of the call, you will be able to determine if you feel confident enough to use the information provided to move forward on your own or if you would feel better working closely with us for a few months to ensure you are taking charge of your finances effectively.

The 2 session Financial Analysis is as follows:

Assessment Session (60 mins):  Clarify your goals & priorities

Feedback Session (60 mins): We will provide you with recommended financial strategy to improve your spending, know where your money is going and get your debt under control

Need more sessions after the initial consult? R550 per hour