Budget Planning

Budget Planning

Helping you get to your money goals

We all have money goals. You may be trying to clear debt, or you could be saving to buy your first home, or perhaps trying to build up some savings for a rainy day. No matter your goal, you need to have a clear idea on how you are going to achieve this with your current income and expenses.

This can seem like an overwhelming task, especially when it seems that by the end of the month you always have no money left and don’t believe you have any disposable income.

I can help you go through your outgoings with a fine tooth comb and show you where your hard earned money goes each month. From here you can make decisions as to what is essential spending to you (as this will be different for everyone) and what could be changed (if anything) to help you achieve your goals.

We will work together to make a money plan for you. We will put systems in place so you can keep track of your spending easily and have confidence that your money is being spent wisely each month. Ultimately the plan we put together will help you achieve your money goals and hopefully give you the confidence to make future goals too.

I am not a financial adviser, therefore if I feel, as part of your money plan, you would benefit from talking to one, I am happy to help find the right fit for you. 

Budget Plan – £175

  • FREE initial consultation to discuss your money goals and why they are not currently working for you.
  • Bespoke spending report showing your income and outgoings clearly so you can see where you spend your money most in a clear and simple way. It will also be in a format so you can continue to use this method yourselves each month going forward.
  • A further meeting to discuss your report and put a realistic plan in place together for you to achieve your money goals. I will then send you a final version of this laid out in a simple way to help you easily maintain this.
  • A final catch up a month later to see how implementing the changes have gone, make any small tweaks and keep you accountable going forward.

Additions – As with all my services, they are completely flexible. Therefore if you would like me to monitor your income and outgoings a little more closely for a few month’s whilst you get used to budgeting yourself, or would like more accountability calls to keep you on track, we can certainly arrange this.

If you are experiencing debt that no longer feels manageable, you can get free, confidential and independent advice on dealing with debt problems in the UK.

National Debtline


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