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 )
If you prefer we can send out a pack via email (read our Privacy Policy). Please complete the form below to request this.
We will then send some dates, to book in your first and second appointments, so you can see the way ahead.