Spending plan
A simple plan that tells your money where to go before payday, without tracking every coffee.
Money coaching
Private 1:1 coaching to get clear on your spending, clear your debt, build a safety net and save for what matters. Then, when you're ready, grow it with long-term investing.
How it works
25 minutes on video to understand where you are and where you want to be. No preparation needed and no sales pitch. If we're not a fit, you still leave with one clear next step.
Our first full session. We lay out your income, spending, debt, savings, goals and any investments on one page, then turn it into a written plan with clear priorities. Most people say this alone takes a weight off.
We meet roughly every two weeks to review what happened, adjust the plan to real life and tackle the next priority. Once the foundations are steady, we build your long-term investing plan together.
Stuck on a decision or tempted by a sale? Message me on WhatsApp. Small nudges between sessions are what make a plan stick.
What we'll work on
Every plan is different, but most of our work falls into these six areas. We start with whatever matters most to you.
A simple plan that tells your money where to go before payday, without tracking every coffee.
A clear order and timeline for credit cards, personal loans and BNPL, so the balances actually go down.
A safety net sized for your life, so a surprise bill becomes an inconvenience instead of a crisis.
Saving for a home, a wedding, a career break or a sabbatical, with real numbers and real dates.
Getting on the same page with a partner, or setting boundaries with family, without the fights.
Once the foundations are in place, a simple portfolio you understand and can hold for decades. More on investing →
What you get
Honest fit check
The first conversation is free and takes 25 minutes.
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