Financial Coaching Packages and Price

My Financial Coaching service consists of several sessions, estimated at an average of 6 but only as appropriate and with full agreement.  It is important to note that as each client has a different financial background and history it is not possible to determine exactly how many sessions are needed.  Indeed many clients benefit with ongoing contact for accountability and support. Some may just want a stand-alone session to discuss a particular issue or event. 

Session 1

This would usually take place after I have received a detailed statement of affairs, personal spending, questionnaire and other information.  These documents will be kept confidential and will be only used for the purpose of our meeting.  The initial session would be important to get to know each other and formulate a plan and would take an estimated two hours.  During this we will look at your life and current reality, aspirations and move to develop an overall action plan to reach your goal(s).  If other sessions are required it will become apparent and we can discuss/schedule them in the first session.

Price for session 1 €240 including analysis of financial documents and follow up support calls if needed. (payable at each session or by mutual agreement)

Price for further sessions €120 per session

Sessions can take place in a private room in Baggot Street, Dublin 2 or elsewhere/your workplace, as appropriate

Let me help you....

....find your direction