Pinson Brown Financial Coaching
Personal Coaching Sessions
3x 60 minute video sessions tailored specifically to your life.
_
Firstly, we will discover your current financial situation and create your initial cashflow forecast, detailing where you are now and what your future looks like based on your current trajectory.
_
Second, we'll uncover the areas where a clearer understanding will enhance your probability of success.
_
And finally, based on the knowledge you have learned we'll create a new cashflow forecast, showing what your future finances could look like if you took action on your newly found knowledge.
Only £249
Ongoing Coaching
Additional ongoing support to help you stay on track and maintain the validity of your cashflow forecast.
Building a long term relationship increases the quality of service and enhances your success.
Our multi tiered ongoing service.
Basic
£250 pa
1X 60 minute Free video session Annual Review.
Annual Cashflow Forecast Update.
24/7 access to CashCalc Client Portal.
Unlimited Email/ WhatsApp communication.
Recording of video session.
Coach qualified in Regulated Financial Planning.
Standard
£350 pa
1x Variable length Free video session Annual Review.
Annual Cashflow Forecast up to 3 scenarios/ amendments.
24/7 access to CashCalc Client Portal.
Unlimited Email/ WhatsApp communication.
Recording of video session.
Ai Session Summary.
Coach qualified in Regulated Financial Planning.
Premium
£400 pa
Unlimited* Free video sessions.
Annual Cashflow Forecast unlimited scenarios/ amendments (if required).
24/7 access to CashCalc Client Portal.
Unlimited Email/ WhatsApp communication.
Recording of video sessions.
Ai Session Summaries.
Coach qualified in Regulated Financial Planning.
Additional / ad-hoc Cashflow Forecasts can be purchased for an additional £75 per report.
One off 60 minute video sessions can be purchased for £150.
We are not regulated by the Financial Conduct Authority and will never recommend or provide opinion on the suitability of financial products such as pensions, investments, insurance contracts or debt arrangements.
We can help you understand your relationship with money and plan for your future financial peace of mind, but we are not a financial intermediary. If you need specific advice you should seek the services of a regulated financial adviser or a regulated debt counsellor.
©Pinson Brown Financial Coaching. All rights reserved. | Privacy Policy | Terms & Conditions
We need your consent to load the translations
We use a third-party service to translate the website content that may collect data about your activity. Please review the details in the privacy policy and accept the service to view the translations.