My approach.
1
What are you looking for?
Through an initial call or Zoom, we’ll have an open conversation on what you’re looking for, what your pain points are and how we can work together.
2
Fact Finding
You will be asked to complete an online fact find with your key details on.
3
Going deeper
Once the Fact Find is complete, we’ll have a deeper conversation about your goals, current situation and specific needs.
5
Implementation
I will carry out the work and ensure you’re kept up to date with any progress.
4
Recommendation
We’ll outline fees and I’ll present to you my solutions. You will decide at this point if you would like to continue our work together.
6
Our ongoing work
To make sure you’re on track and that our plans meet your changing lifestyle, we’ll meet regularly and you’ll have access anytime.
“Kate has helped me navigate the tricky world of freelance finances. She offers clear, useful advice that takes the stress out of dealing with money issues. It’s nice to work with someone who understands the current climate for freelancers.”
— ABI C.
FAQs
How does your advice work?
I work with my clients remotely or in-person depending on their location and preference. We’ll begin with an initial chat so I can find out what you’re looking for and then move onto a detailed fact find meeting. From the information collected, I'll prepare my recommendation and present the proposed work.
How do you charge?
I get paid in a mixture of ways, either through the provider for items such as insurance, as a fixed fee or % of your investments. You find out more about the prices on the personal page or get in touch for more information.
Free initial financial health check.
Similar to a GP, we’ll review your current financial health and create recommendations to make sure you’re in full financial health.
30 Mins | FREE