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This is a 12 week financial planning package.

Structure

Step 1: The client completes the Wheel of Life, Wheel of Wealth and question-gathering form.
Step 2: (Hour 1 / Week 1) Explore the Wheel of Life and Wheel of Wealth, assess what is currently in place, discuss your current budget and spending, and define the goals to be achieved through this process feel safe imprint given.
Step 3: (Week 2) HeartHealing session (optional)
Step 4: (Hour 3 / Week 4) We’ll review your budget and look at how you’re currently tracking towards the goals you’d like to achieve.
Step 5: (Hour 4 / Week 6) Review current budgeting, financial needs and cash flow.
Step 6: (Hour 5 / Week 8) Refine your goals and ensure all aspects of yourself have been considered in the process.
Step 7: (Hour 6 / Week 9) Map current assets, structures and any shortfalls; discuss required adjustments.
Step 8: (Hour 7 / Week 10) Present and refine recommendations.
Step 9: (Final Session / Week 12) Present the completed Blueprint and Client Life File.

Payment plan available on request: 3 installments = R8 500 p/m

Includes email check-ins and online support between sessions.