One-to-One Coaching Packages

a) The CFO Strategy Audit (90 minutes)
For people who feel stuck or overwhelmed and want a quick reset.

  • Explore your money story and current situation

  • Clarify short-term and long-term goals

  • Identify your top 3 focus areas

  • Leave with a simple action plan

b) The Wealth and Legacy Roadmap (6 sessions over 3 months)
For people ready to make big shifts in habits, priorities, and confidence.

  • Deep dive into your vision for life and finances

  • Map your income, spending, and resources in plain English

  • Create a life-aligned money plan

  • Develop healthy money habits & decision-making confidence

  • Accountability and mindset work

c) The Fractional Personal CFO (Monthly coaching)
For ongoing accountability and support in staying aligned with your goals.

Fractional CFO & Growth Strategy for Solopreneurs.

For freelancers, creatives, and small business owners who want to feel in control of both personal and business finances.

  • Understand true profitability and cash flow

  • Align pricing and offers with life goals

  • Plan for taxes, savings, and growth

  • Build a financial system that feels manageable

    Group Workshops & Programs

Small group coaching (online or in person) on topics like:

  • Money & Mindset

  • Building a Freedom-Based Spending Plan

  • Life & Money Planning for Small Business Owners

Pricing

Clarity Session: £250

3-month program: £900–£1,500

Ongoing Partner: £300/month