Services

Structured guidance for everyday financial decisions

Each service is designed to be clear, affordable, and immediately useful. Prices are transparent and based on the time required to deliver a meaningful outcome.

Included with every service

  • Short diagnostic summary
  • Written next-step plan
  • Follow-up email support for two weeks

Service list

Choose the support that fits your situation

Budget Reset Session

A focused review that identifies spending patterns and builds a simple weekly plan you can keep.

£220

Cash Flow Stabilisation

We map income timing, set buffer targets, and create a monthly rhythm that reduces stress.

£340

Management Basics Sprint

Three sessions to clarify priorities, responsibilities, and spending decisions across a small team.

£580

Pricing and Cost Review

Ideal for freelancers and service teams who need clearer pricing and cost coverage.

£290

Household Goals Workshop

A guided session to align shared goals, savings targets, and monthly expectations.

£260

Ongoing Check-in Plan

Monthly accountability and adjustment sessions to keep progress steady.

£120 / month

Service benefits

What clients gain from working with us

  • Clearer spending priorities and fewer surprises.
  • Better coordination with partners or small teams.
  • Practical tools that support daily decisions.
  • Confidence during large or uncertain purchases.

Comparison

DIY budgeting

Useful for tracking but often lacks accountability and shared decisions.

Our approach

Combines a clear plan with follow-up support and management fundamentals.

Traditional advisory

Strong strategy, but sometimes too complex for weekly use.

Process steps

How we deliver each service

  • Discovery conversation to define priorities.
  • Review of current numbers and habits.
  • Co-created action plan with timelines.
  • Follow-up checkpoint to refine the plan.

"A plan works when it fits the client, not the other way around."

— Daniel Mercer

Service FAQ

Common questions