Services built around financial fundamentals
Every service is designed to bring clarity to everyday finances. We keep the work practical, local, and centred on Liverpool realities.
Transparent pricing. Each session includes preparation time, resources, and a written summary you can keep.
Request availabilityCore services
Budget Reset Workshop
A focused two-hour workshop to understand spending, set monthly targets, and identify immediate adjustments.
£180Cash-Flow Mapping Session
We map income timing and outgoing commitments, then build a rolling four-month plan.
£240Quarterly Financial Review
A structured review to check progress, refine goals, and update your planning templates.
£210Small Team Finance Coaching
Three sessions designed for small teams that need shared financial routines and reporting clarity.
£560Funding Readiness Check
We prepare budgets and narratives so you can approach grants and community funding confidently.
£290Household Stability Plan
A guided plan for households managing variable income, with savings buffers and decision rules.
£260Service benefits
- Simple financial routines that are easy to maintain.
- Practical templates tailored to your income rhythm.
- Clear priorities for the next 30, 60, and 90 days.
Best for
Households, freelancers, and small teams looking for structured guidance without complex financial systems.
Service comparison
| Package | Includes | Best for |
|---|---|---|
| Essential Foundations | Budget Reset Workshop + summary | Individuals and households |
| Growth Routine | Cash-Flow Mapping + Quarterly Review | Freelancers and micro-businesses |
| Team Stability | Small Team Finance Coaching + Funding Readiness | Community organisations and teams |
How we deliver every service
Preparation
We collect your current figures and understand the rhythm of income, expenses, and obligations.
Session delivery
We work together in person or remotely, reviewing decisions and building a plan live.
Follow-up
You receive a summary, templates, and optional check-ins to keep momentum.
Service FAQ
Yes, we can meet at Liverpool workspaces or community centres, depending on availability.
We reserve a limited number of reduced-fee sessions for community initiatives. Ask us about current availability.
We will send a short checklist covering income, bills, and any current financial tools you use.
Ready to choose the right starting point?
Tell us about your priorities and we will recommend the most useful service combination.
Talk to the team