If you need to:
- Understand where your salary is going
- Get your finances better organised
- Identify what needs to be adjusted
- Build a financial structure aligned with your goals
I can help.
What’s included
Comprehensive financial review
I review your finances from every angle, taking into account your income, expenses, assets, debts, savings and goals.
Personalised financial organisation plan
Based on that review, I put together a plan tailored to your circumstances and your goals.
The plan sets out the key recommendations, priorities and actions to get your finances in order.
Personalised financial spreadsheet
You receive a practical spreadsheet, tailored to your circumstances, to put the recommendations into action and track your progress.
How it works
The service includes 3 meetings, in which I:
- Review your finances from every angle
- Identify the areas that need to be addressed
- Find opportunities to improve and optimise
- Build a plan aligned with your circumstances and your goals.
We will work on areas such as:
- Organising your income and expenses
- Budgeting and tracking your finances
- Building an emergency fund
- Organising and planning debt repayment
- Setting financial priorities
- Defining goals and targets
- Identifying opportunities to improve your financial life.
The outcome
By the end of the process, you will have a clearer picture of your financial situation, a personalised plan with recommendations and priorities, and a practical tool to put that plan into action and track your progress.
The aim is for you to have clarity about your finances and a practical plan to organise your financial life in Ireland.