Personal Cash-Flow Audit Session
A ONE-TIME 50 Minutes Tailored Breakdown Session into your real-life finances,
made simple and judgment-free.
Imagine this…
📱 You open your banking app without anxiety.
💼 You track your income with purpose.
🧠 Your spending habits? Understood and aligned with your goals.
💰 Your savings? Growing steadily.
✨ That’s what real financial clarity feels like—and it’s within reach.
Together, we’ll explore how your money flows in real life, identify any leaks or gaps, and map out financial goals. You’ll walk away with clarity, tools, and a realistic budget plan you can confidently manage on your own.
✅ WHAT IS INCLUDED:
- Review your income, spending & and savings.
- Analyse your credit cards, BNPL & debt exposure
- Set clear financial goals, forecasts, and monthly targets
- Uncover your financial habits & hidden spending leaks
- Perform a historical financial analysis + build a cash flow map
🎁 BONUS:
- Learn how to Calculate Your Net Worth
- 15-Minute Follow-Up Call (4 weeks after your session)
For Budget-Conscious Individuals
Seeking a COST-EFFECTIVE All-in-One Financial Foundation Session — with a clear, supportive breakdown of your MONEY GOALS, HABITS & CASHFLOW, made simple and judgment-free.
FAQs
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No. This session DOES NOT provide financial advice, investment recommendations, or regulated services. It’s a financial coaching session designed to help you understand your own habits, numbers, and goals better, so you can make more confident, informed decisions about your money.
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We’ll take a structured, guided look at your income, spending, savings, and debt. Together, we’ll explore how your money flows in real life, identify any leaks or gaps, and map out financial goals. You’ll walk away with clarity, tools, and a realistic budget plan you can confidently manage on your own.
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No—this session is about empowerment, not instructions. You’ll learn to spot patterns, understand how your spending aligns (or doesn’t) with your goals, and gain practical budgeting tools. You stay in control—we simply guide the process and provide insight to help you move forward wisely.
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This is perfect for Millennials and Gen Z who feel unsure, overwhelmed, or disconnected from their money. If you want to stop guessing where your money goes each month and start building financial confidence—this is for you. No shame, no jargon, just a focused, supportive audit of your real life and finances.
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That’s exactly why this session exists! Whether you’re starting from scratch or need to reset your habits, this one-time session will give you a strong foundation and practical tools you can use every month going forward, on your terms.