[Needs an intro] Lorem ipsum dolor sit amet, consectetur adipiscing elit.

This is a 6 week financial planning package.

Structure

Step 1: The client receives an question-gathering form to complete.
Step 2: (Hour 1 / Week 1) Review the completed information together, assess the current budget, and define the goals to be achieved through this process.
Step 3: (Hour 2 / Week 2) Unpack the client’s needs and goals in more depth and complete a foundational Financial Needs Analysis.
Step 4: (Hour 3 / Week 4) Discuss recommendations and strategic considerations.
Step 5: (Hour 4 / Week 6) Present the final Financial Needs Analysis and formal recommendations.

Payment plan available on request: 3 installments = R2 700 p/m

Includes email check-ins and online support between sessions.