EDGE Evaluate & Cash-Flow Plan
Know exactly where you stand, and get a plan that fits real life
Service Description
A two-session starting point taken from the EDGE coaching programme, for anyone who wants a clear, honest picture of their money and a plan to match. Session 1: Evaluate (60 minutes) Before we meet you'll complete a short fact-find (rough figures are fine). Together we look at what's coming in, going out, what you have, what you owe and what you're aiming for. Session 2: Your Cash-Flow Plan (60 minutes, about a week later) We walk through your personal cash-flow plan: your monthly budget, your goals and timelines, and a long-term projection showing how long your money is likely to last. We agree realistic priorities and your next three steps. You keep: - Your personal Cash-Flow Planner (spreadsheet) to keep using - A summary of your priorities and agreed actions Want to go further? If you join the full EDGE coaching programme within 60 days, the full £250 counts towards the programme fee. Book your first session here. We'll arrange the second together. Both sessions are online via Google Meet. Coaching, not regulated financial advice: no products, no commission, no sales pitch.