Services

Financial guidance designed for real life.

Choose the level of support that fits your routines, whether you need a personal reset or a company-wide decision framework.

What is included

  • 01Clear briefing and intake session
  • 02Customised financial routines
  • 03Templates and weekly rituals
  • 04Ongoing accountability support

Service packages

Choose a focus area that fits your goals.

Personal Finance Reset

A structured 4-week programme to rebuild budgeting habits and reduce stress.

£640

Decision Clarity Intensive

Two deep-dive sessions to align priorities and define financial thresholds.

£480

Leadership Money Narrative

Create a shared financial story that guides monthly leadership conversations.

£1,450

Team Finance Literacy Workshop

A collaborative workshop that demystifies budgets for non-finance roles.

£1,200

Quarterly Habit Support

Ongoing check-ins to keep routines consistent and adaptive.

£420 per quarter

Family & Household Planning Day

A guided day to align goals, build buffers, and simplify spending decisions.

£520

Service benefits

What changes when the routines stick.

We help you spend less time worrying and more time leading. Each service is designed to make financial decisions easier to communicate and repeat.

  • 01Reduce decision fatigue and reactive spending
  • 02Align teams around shared financial context
  • 03Create realistic buffers without extreme cuts
  • 04Build confidence in monthly reviews

Service comparison

Pick the right level of intensity.

Short-term intensives

Best for a quick reset, immediate decisions, or a new budgeting cycle.

Ongoing support

Ideal for leadership teams or households who want steady accountability.

Workshops

Designed for groups that need a shared language around finance.

Process steps

How we deliver each service.

Step 1: Intake conversation

We gather your goals, decision challenges, and current routines.

Step 2: Financial mapping

We map your money story and pinpoint where clarity is missing.

Step 3: Routine design

We build simple rituals for weekly tracking and monthly reviews.

Step 4: Support & review

We check progress, refine tools, and ensure the habits stay alive.

Related FAQ

Questions about working together.

Yes. We adapt the scope and delivery style to the size of your team and the time available.
Every engagement includes a tailored toolkit with checklists, prompts, and templates you can reuse.
Absolutely. Many clients begin with a single intensive to test the approach.