A 1 hour coaching session where you can get expert guidance on your financial goals.
We start with goal setting, to decide and prioritise your financial needs now, and in the future.
From here, we can build a picture of where you are today, with clear steps and recommendations moving forward to achieve your goals and financial independence.
Things you can expect to cover:
Budgeting
Risk Profile
Tax planning
How to invest
Passive income
You'll get your own Financial Planning spreadsheet and a report with a complete overview of your finances, and actions you can begin taking right away.
Qualified Adviser
Sophie is fully qualified with the Chartered Institute of Insurance and a recognised European Financial Adviser
Highly Dedicated
My mission is to Inspire, Educate, and Motivate people to make positive steps towards Financial Freedom
Need expert guidance on your finances? Book a Session