NEED A PLAN? LET'S REVIEW YOUR OPTIONS
Sessions to help guide you on your journey. Personalised to your needs and circumstances.
There are three main reasons why people get stuck.
1. Unsure about what it is you should really do
2. Unclear about where and how you start
3. Unconfident that you have the right plan in place
ONE OFF CHECK-IN
Quick tips, specific questions or a general chat about your finances.
This is a 1-1 with an independent expert from the MyTomorrow team. Before our session we will ask you to indicate what it is that you want to work on. This could be anything from guidance on how to get started, making a quick assessment of your finances today, or specific topics such as mortgages, ISAs or pensions.
FINANCIAL WELLBEING PACKAGE
Includes 2-3 calls, a personalised options report and guidance on how to get started.
Our financial wellbeing package spans several sessions and is totally personalised to your needs. We start with a look at where you are today in financial terms - your incomings and outgoings, savings, debts, and pension arrangements. We then identify areas of focus to help meet your goals, for example, investing in stocks & shares or buying a property, all presented to you in an easy-to-understand report. Finally we offer guidance on how to take action.