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The Money Mapping ® process is designed to provide clarity, strategy, and vision, to help you make the best decisions for you and your family.
It uses a series of Clarity Conversations ® over a three month period, which helps provide the following deliverables,
If you are not completely satisfied, and you can be the judge, then we will refund 100% of your fee.
The fee is spread over the three month retainer period as follows, £250 set up x 1, and £150 pm x 3, giving a fixed outlay of £700 over three months.
You are free to take away what you have learnt and action things yourself, or if you would like to become a client, then this fee will be offset against any set up or advice fee.
Please download and complete the following,
1. Money Mapping ® (Word Document)
2. Money Mapping ® Retainer ( we will add this later )
3. Money Mapping ® Payment ( we will add this later )
We will then send some dates, to book in your first and second appointments, so you can see the way ahead.