Ongoing Financial Mentoring
Ongoing support to keep your financial goals front of mind.
Sometimes one conversation is all you need. Other times, having regular check-ins can help you stay engaged with your finances, build your knowledge and keep working towards the goals you’ve set for yourself.
Ongoing mentoring can help you with:
Staying accountable to your financial goals
Reviewing your budget and cashflow
Tracking savings goals
Building your financial knowledge over time
Understanding financial concepts as circumstances change
Preparing for upcoming financial milestones
Regular financial check-ins
Questions that arise between appointments
Financial education that continues with you.
Your finances don’t stand still. Your income, expenses, family circumstances and goals can all change over time.
Ongoing Financial Mentoring gives you a regular opportunity to check in, revisit your goals, ask questions and continue building your understanding — without committing to an ongoing financial advice relationship.
Flexible support to suit you.
Quarterly Accountability Session — $250
A 60-minute check-in every three months to revisit your goals, discuss what has changed and continue building your financial knowledge.
Follow-Up Appointment — $280
Up to 60 minutes for support on an as-needed basis.
15-Minute Support Call — $60
For a quick question or clarification of a financial concept between appointments.
Ready for ongoing support?
Tell me a little about what you’d like help staying on top of and I’ll be in touch to discuss the mentoring option that may suit you.
Get Started →