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60 MINUTE WEALTH AUDIT
Designed so you know exactly what you should be doing to get ahead financially
for when you have the feeling you aren’t being as smart or strategic with your finances as you should be
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FEATURED IN:
WALL STREET JOURNAL
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WOMEN'S HEALTH
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THE TELEGRAPH
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HUFFINGTON POST
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WALL STREET JOURNAL | WOMEN'S HEALTH | THE TELEGRAPH | HUFFINGTON POST |
How Your Wealth Audit Works
STEP 1: A FINANCIAL SNAPSHOT INTO EXACTLY WHERE YOU ARE NOW
Before the call, I’ll ask you to fill in a questionnaire about your current financial situation so I arrive at the audit ready to lock in.
STEP 2: WE SPEND 60 MINUTES ON YOUR MONEY
We meet on Zoom for a full 60 minutes together. Focused financial coaching where we identify what gaps you have, map out where you want your financial future and create a customised plan to get you there.
STEP 3: THE FOLLOW UP
After the call if I think you’d genuinely benefit from more sessions together, I’ll send you a personalised proposal outlining what else we should cover and how we could work together.
Hi, I’m Hannah
and i grew up knowing nothing about money
My background is actually in fashion, not finance. Money became my biggest lesson to study after my Dad died unexpectedly when I was 22. I had a chunk of cash he didn’t get to spend because he didn’t make it to retirement.
I suddenly had an amount of money I knew was significant and absolutely no idea what I was supposed to do with it.
Growing up, the extent of my financial education had basically been “spend as little as possible”.
Investing, assets, pensions, building wealth - none of it was something people around me really talked about.
So I started learning.
Since then I’ve got my financial adviser qualification from the London Institute of Banking and Finance, built a stock market portfolio and rental property portfolio and been the behind the scenes secret to financial success for women.
A Few Things You Might Want To Know
HOW DO I KNOW IF I NEED A WEALTH AUDIT OR LONGER TERM WEALTH COACHING?
If you have a fairly specific question, decision or part of your finances that you want to understand better, start with a Wealth Audit.
If you have £100k+ sitting in cash and what you really need is to work out how your whole financial life fits together - investments, pensions, property, tax, future forecasting and what all of that means for how you live now working together over a longer period of time makes sense.
If you’re not sure, you can still start with a Wealth Audit. If it becomes clear there’s more to work through than we can reasonably cover in one session, I’ll tell you.
DO I NEED TO HAVE A CERTAIN AMOUNT OF MONEY?
No - there’s no minimum amount needed for a Wealth Audit. I coach people every single week across a huge range of financial situations.
DO I NEED TO KNOW ANYTHING ABOUT INVESTING?
No but if it’s relevant for your situation we can cover it on the call.
WHAT IF I HAVE LOADS OF QUESTIONS?
I get through a lot in these audits. Plus you can always send them all over in your questionnaire you get before the session. That way I can work out what makes sense to prioritise in the time we have.
Slots are limited and open for the next month.
Designed to move your forward and make sure you aren’t stuck in the exact same place this time next year.
The legal part!
We are not regulated by the FCA. The information we provide is for educational and informational purposes only and should not be construed as investment, financial, legal, tax, or other advice. Any actions, omissions or investments you may make following the information your provide are your own choice and entirely at your own risk. To read the full terms you are agreeing to when you purchase any courses of services please go to:
https://www.whatiswealth.io/terms