Financial Health Review

A structured review of where your finances stand today, delivered as a written summary you can act on. What you receive: - A 90 minute structured interview covering income, committed obligations, accounts and the next twelve months - A written review of your present position, listing the obligations already committed against the income that has to carry them - A prioritised shortlist of the items that most affect your next twelve months, with the reason each one is on the list - One follow up call within 30 days to walk through the written review and answer questions on it How it runs: You send the documents you already have before the interview. The written review follows within five business days, and the follow up call is booked at the end of the interview. The review sets out your position and the options open to you. It does not promise a particular financial outcome, and it is not a substitute for legal or tax advice on your own circumstances. Price is in US dollars and is charged once per review.