For families

Complete Family Financial Plan

Your whole financial life, planned in one sitting

Income, protection, debt, taxes and long-term growth worked through together — and one written plan where every piece accounts for the others.

Book this conversation

$499 consultation3.5 hours

What this covers

  • Full personal planning modules completion
  • Comprehensive financial overview across all areas
  • Complete data collection for thorough analysis
  • Cross-module analysis and integrated recommendations

How it works

    • Accounts, debts, coverage, income and employer benefits
    • What you are saving toward, and by when
    • Anything that has changed recently or is about to
    1

    Before we meet

    We collect the full picture ahead of time so the session itself is spent deciding rather than gathering.

    • Each area worked through, then reconciled against the rest
    • The real trade-offs — pay the debt or fund the match, and why
    • Decisions made in the room, not deferred to a report
    2

    In the meeting

    One long working session across every area of your finances, with the trade-offs between them made explicit rather than left implied.

    • One document, sequenced by what to do first
    • Every recommendation traced to a number in your picture
    • A review cadence so the plan survives contact with real life
    3

    What you leave with

    A single written plan covering everything, with the order of operations and a date to revisit it.

What the fee buys

Every area of your finances, on the table at once

You can reach all 8 by booking the free reviews one at a time, and plenty of people do. What that cannot give you is the whole picture in front of you while the decisions are being made.

  • Income and cash flow
  • What you own and owe
  • Family protection
  • Health and care
  • Growing wealth
  • Education funding
  • Lifetime income
  • What you pass on
  • Each area optimised on its own terms
    Trade-offs between them settled in the room
  • A separate write-up each time
    One written plan covering everything
  • Every review sets its own priority
    A single order of operations, sequenced
  • You decide when to look at it again
    A revisit date set in the plan

Questions people ask first

How we are paid

$499 consultation

Your fee buys the plan · Carrier-paid commission if you implement.

Start with the Complete Family Financial Plan

Complete family financial analysis with integrated recommendations

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