Educational Packages

 
 

Financial Education services starting at £50.

 

 

MoneyNotes – 35 Minutes Money Chat - £50

Congratulations on taking that first step to knowing your money better. At MoneyNotes We’ve always believed that anything worth doing and doing well starts with an honest conversation. This also applies to your money which plays a significant part to striving for a better living.

If you are not sure where to start with your money goals which could range from efficiently clearing your debt, to saving for a house, school fees or retirement then we are happy to spend 35 minutes on a call with you to discuss your goals and how to proceed.

Let’s have an honest and clear conversation about your money goals. Schedule a call with us and let’s help you on that path to better living.

 

MoneyNotes – Money Goals Bronze - Contact us for cost

During a 2 session (1 hour per session) programme we will focus on your major money beliefs and goals. We will also provide you with the basics and education to help.

We aim to build a personalised package for you and topics will include

  • Your key money habits and behavioural finance

  • Setting your long term money goals

  • Debt and practical tips to eliminate or manage it

  • Monthly budgeting and allocation of money

  • Saving for emergencies

  • Regular investing

Bonus

  • MoneyNotes will be your money mentor for 2 months from when you join the programme

  • Written materials to support your Money Education

Join us to start your detailed and bespoke Money Education today.

 

MoneyNotes – Money Goals Gold - Contact us for cost

A thoroughly detailed and personalised conversation and practical look into your finances. There will be 5 sessions and each session will last an hour.

Topics will include

  • Your key money habits and behavioural finance

  • Setting your long term money goals

  • Debt and practical tips to eliminate or manage it

  • Monthly budgeting and allocation of money

  • Understanding your credit report and improving your credit score

  • Saving for emergencies

  • Regular investing

  • Retirement and inheritance

  • Any other money topics you would like to cover

Bonus

  • MoneyNotes will be your money mentor for six month from when you join the programme

  • Regular progress review to encourage accountability

  • Written materials to support your Money Education

Join us to start your detailed and bespoke Money Education today.