Financial management services

Each service is a paid learning experience with a clear outcome. Choose a single session or stack them into a structured plan.

Choose your format

We offer in-person workshops in central Liverpool or virtual sessions with the same workbook materials. Prices include follow-up support notes and a summary checklist.

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Essential Budget Foundations

Build a monthly budget baseline with a Liverpool cost-of-living worksheet.

£189

Cash Flow Rhythm Review

Map income timing and commitments to reduce end-of-month pressure.

£267

Spending Priorities Reset

Recalibrate discretionary spending with clear savings targets.

£213

Small Business Starter Finance

Establish a cash flow and category system for new ventures.

£418

Quarterly Financial Momentum

Plan for seasonal shifts and future obligations across the quarter.

£541

Optional add-on

Add the workbook bundle for ongoing practice between sessions. It is designed to keep you tracking progress without extra software.

Workbook bundle: £97

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