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Book a Clarity Call
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Four weeks to find your edge.

Built for the self-employed and small business owners. If you're employed, each stage has a short note for you too.

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One online workshop a week on Tuesday evenings, then a private 1:1 to apply it to your own situation. You leave with clarity, confidence and a plan you own.

4 weeks

45 to 60-minute workshop each Tuesday

Private 30-minute 1:1 each week

STEP 01

E

Evaluate

An honest look at where you are now.

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Week 1: The full picture, including income that goes up and down.

STEP 02

D

Design

What an ideal outcome looks like for your situation.

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Week 2: What matters most, and in what order.

STEP 03

G

Groundwork

The steps we agree together.

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Week 3: A tax pot and getting ready for Making Tax Digital, keeping business and personal money apart, and pensions when there's no employer (education only).

STEP 04

E

Execute

You take the action, with support along the way.

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Week 4: The plan, put to work, with habits and accountability that last.

The four stages, in self-employed terms

One stage a week: Evaluate, Design, Groundwork, Execute.

How it works

One online workshop a week on Tuesday evenings from 7pm, lasting 45 to 60 minutes, then a private 30-minute 1:1 later that week.

4 weeks

One EDGE step each week

10 places

In each cohort

45 to 60 min

Online workshop each Tuesday

30 min

Private 1:1 each week

In the group

We use first names, and cameras are on if you're comfortable

If you'd rather stay anonymous or keep your camera off, just say

Optional accountability buddy pairs, to keep each other on track

Your personal information stays private

The group workshops are educational only. Nobody shares personal or financial details in the group. Your own numbers are only ever looked at in your private 1:1.

Afterwards

Follow-ups at 30, 60, 90 and 180 days

12 months' free EDGE Members, so the support carries on between follow-ups

£750

or 3 monthly payments of £250

The four-week EDGE programme, 10 places, paid online when you book.

If you've bought the EDGE Evaluate & Cash-Flow Plan in the last 60 days, your £250 counts towards it, so you pay £500.

February 2027 cohort

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Tuesdays 2, 9, 16 and 23 February 2027, from 7pm.

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Enrolment is open now and closes on Friday 29 January.

Later in 2027

What's included

Four online workshops of 45 to 60 minutes, one for each EDGE stage

A private 30-minute 1:1 each week, focused on your own numbers

Your programme guide and workbook, yours to keep

A 90-day action plan, with goals in priority order

Follow-ups at 30, 60, 90 and 180 days

In Good Order (the PDF organiser) and 12 months' free EDGE Members

Money Health Check

Free

Twenty quick questions to see where your money stands today, and where to focus first.

Take the Money Health Check

EDGE Evaluate & Cash-Flow Plan

£250

Two 1:1 sessions to get a clear picture of where you stand and a cash-flow plan that works. If you join the full programme within 60 days, your £250 counts towards it, so you pay £500.

Book the Evaluate & Cash-Flow Plan

Not ready for the full programme?

Good questions to ask

Book a free Clarity Call
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