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Couples & Family Wealth Session

£16990 minutes · Google Meet · up to 3 people · paid once
  • A shared money clarity and goal-setting session
  • Your joint household budget, reviewed together
  • A savings and investing plan for each of you
  • Your family wealth roadmap and priorities
  • Investment direction aligned to your shared goals
  • Clear next steps and an accountability plan

What happens next

  1. Pay securely here. Your card is handled by Stripe.
  2. On the next page, pick a time that suits all of you.
  3. Fill in the short money questionnaire, then share the Google Meet link with whoever is joining (up to 3 of you).

It's easier to agree when everyone can see the plan.Sholz

Education and guidance, not personal financial advice. Your money stays in your own accounts, in your own name.

Your details

Payment

Paid once · Secure payment by Stripe · Your receipt comes straight to your email