Make confident financial decisions without being sold products
A focused, cashflow-led planning process for professionals who want clarity, optionality and control.
Founders Cohort (Limited Availability)
I’m opening this process to a small group of founding clients before scaling it further.Founding clients receive:
The full Financial Clarity Blueprint
A reduced founder’s price
Direct access to me throughout the process
The opportunity to help shape how this evolves
Founder’s price: £297 (standard price will be £997)
Clarity Guarantee
If, after completing the process, you don’t feel materially clearer about:
Your financial direction
Your realistic options
The decisions ahead
I’ll refund you in full.No awkward conversations.No pressure.
If you’re honest, you’re probably asking questions like these
Am I actually on track or just assuming I am?
How much flexibility do I really have in the future?
Could I afford to work less, or differently, at some point?
What decisions matter most and what can safely wait?
Am I optimising my life, or just following default paths?
Most people in your position are doing many of the right things. What’s missing isn’t effort, it’s clarity.
The Financial Clarity Blueprint
Clarity Call (15 minutes)
A space to talk things through to understand how we might help.
Discovery & Foundations (60 minutes)
We clarify goals, priorities, assumptions, and your current position.
Clarify your goals, priorities, and what a “good future” actually looks like for you
Map your current financial position at a high level (income, spending, assets, commitments)
Surface assumptions, worries, and areas of uncertainty that drive decision-making
Identify the key tensions and trade-offs you’re currently navigating
Agree what scenarios and questions the analysis should focus on
Clarity & Decision-Making (45 minutes)
We walk through scenarios, trade-offs, and what actually matters.
Walk through your personalised scenarios and what they show
Explore trade-offs between time, money, lifestyle, and flexibility
Identify which decisions actually matter and which can safely wait
Sense-check assumptions and reduce unnecessary mental load
Clarify next priorities without pressure or recommendations
Who this is for (and who it isn’t)
| This is for you | This is not for you |
|---|---|
| You earn well and want confidence, not guesswork | You want investment picks or stock tips |
| You value clarity and understanding over being told what to do | You want implementation handled for you |
| You want decisions grounded in numbers, not rules of thumb | You want someone to simply tell you what to do |
| You don’t want to be sold financial products | You’re looking for the cheapest possible option |