introduction
for our first and subsequent sessions, especially if we have not met before, clients often prefer to meet face to face for an informal chat, which helps in establishing rapport, and of course you have the option of the telephone
2 hour sessions provide great quality time, really understanding your issues and challenges
an emailed summary confirming our understanding, and your commitment to action follows, with emails between sessions as agreed
money management
focused on understanding your financial goals, and what you may need to do to achieve them, this is a 2 hour meeting followed by a detailed report, which you may use as the basis for future financial planning and discussions with financial advisors
the goal is clarity and objectivity, I'm not 'selling' just ensuring that you do understand what you have, and what you may need to protect yourself, your family and business
fee structure
clearly with a choice of options, the fees will vary
the final session is free of charge when 6 sessions are booked and paid for in advance
(Last updated February 2011)