I provide both one-off Personal Finance Consultancy to discuss a specific personal finance topic and tailored Financial Wellbeing Programmes to help you establish and work towards your short and long-term goals.
Want to learn more before you commit? No problem. I offer a free 15-minute, no-obligation introductory video call to see if Personal Finance Coaching and my approach are a good fit for you.
One-off Personal Finance Consultancy – £49 per hour
Discuss a specific financial situation or subject of your choice for up to one hour. Whether you’d like to go over a large purchase decision or just want a sounding board to bounce an idea off, this is the ideal platform for you. Just complete the form below with details of what you’d like to discuss.
Financial Wellbeing Programme – from just £99
Begin a tailored programme to help you towards your short and long-term financial goals. Before you commit, we can start with a free 15-minute, no-obligation introductory call to make sure financial coaching and my approach are a good fit for you.
£99 for initial 2-hour Strategy Session
£49/hour for subsequent appointments
£149 for initial 2-hour Strategy Session
£49/hour for subsequent appointments
See Financial Wellbeing Programme details
How frequently we work together and the total number of coaching appointments you choose will depend on your individual situation, desires and goals. I therefore offer a completely flexible plan with no minimum commitment.
The initial 2-hour Strategy Session will assess your current financial situation, establish your short and long-term goals, discuss strategies and devise a clear, achiveable plan to work towards them.
Beyond the initial 2-hour Strategy Session, subsequent appointments will last last anywhere from one to two hours at a cost of £49 per hour. During each appointment we’ll discuss your progess from the previous session, determine and agree your next steps, answer any questions you might have and cover anything else you’d like to discuss.
The initial 2-hour Strategy Session cost is greater as it requires preparation work as I look into your individual situation in advance of the appointment. This means during the appointment our time is dedicated to your progress.
Personal Finance Coaching is unique to every client; however, here are some typical outcomes you can expect to work towards:
- Establish your financial and life goals
- Align your money priorities with your life goals
- Look at your overall attitude towards money, where it originates from and learn ways to improve it
- Work to identify any negative emotions towards and around money and aim to turn them around
- Look at your income and outgoings and identify key areas standing in the way of your goals
- Create a personalised plan that fits your financial and life goals
- Regular check-ins to monitor progress, discuss any issues, receive further advice and plan next steps
Ready to begin your journey towards financial wellbeing?
All appointments are usually carried out via internet video calling, unless you have other requirements.
See how I’ve helped change client’s lives for the better
Jordan helped me to establish my goals and review my shopping habits. With his invaluable guidance, I have learned to spend less in areas that weren’t bringing me joy and save that money towards a place of my own instead. He always has your best interests at heart.
Heather & Jamie
Freelance Videographer, DJ
Jordan has helped us as self-employed freelancers, showing us great investment options and helping us with short- and long-term financial goal setting. He is extremely knowledgeable, patient and went to great lengths to give us the best advice possible. We cannot thank him enough!
Jordan helped me put together a plan to save for a deposit on my first home and develop a confident and healthy relationship with money. I have learned how to manage my money and put it in the right place to build towards my financial goals.