WealthMotley
Payment received βœ“

You're in. Now let's get your Investment Setup Experience in the diary.

Thank you. Your receipt is on its way to your email. Two quick steps and we're set.

  1. Pick your time

    Choose a slot that suits you on my calendar. Your session runs 90 minutes on Google Meet.

    Choose my time

    Use the same email you paid with. Google sends the Meet link straight to your inbox.

  2. Tell me about your money

    Fill in your money questionnaire, just below. It takes about 10 minutes, rough numbers are fine, and it means our time goes on decisions, not on questions.

    Fill it in now

  3. On the day

    Join from the Google Meet link in your calendar invite. Use a laptop or tablet if you can. I'll be sharing slides on screen, and they're much easier to follow than on a phone. Keep your phone beside you too, with your investing app downloaded (or ready to download), because we'll open it together on the call.

Can't see an email? Check your spam or promotions folder, or reply to your receipt and I'll sort it. Education and guidance, not personal financial advice.

Step 2 Β· About 10 minutes

Tell me about your money

Rough numbers are fine, in any currency. Only I read this, and it means our time together goes on decisions, not on questions.

About you

Your first name
Your emailThe one you paid with, so your answers land in the right place.
WhatsApp numberOptional. Only for session reminders.
Where do you live?
Your age rangeTap one, or type it.
Where is your money?Countries and currencies, at home and abroad.

Your money now

Household incomeWhat comes in each month, and from where: salary, business, rent, side income.
Who do you support?Kids, parents, family back home, anyone who depends on you.
DebtsWhat do you owe right now? Cards, loans, car, mortgage, family. β€œNone” is a fine answer.
SavingsHow much is in savings and your emergency fund, and how much can you put aside each month?
Do you have a monthly budget you actually use?

Investing and protection

Investing so farWhat have you invested in, and which apps or platforms do you use? β€œNever” is a perfectly good answer.
How comfortable are you with investment risk?
Insurance and a willWhat cover do you have (health, life, income protection), and do you have a will?

What you want

Your goalsShort term, long term and retirement, and anything you've already done towards them.
What do you hope to get out of this session?The one I read first. What would make this session worth it for you?
Anything else I should know before we meet?

Your answers go only to me, and I read every one before we meet.
Education and guidance, not personal financial advice.