Pick a Plan that Works for You
Starter
- 2 sessions
- Cash flow analysis
- Discussion for clarity around financial goals
- Practical steps to work towards your financial potential
Growth
- 4 sessions
- Understand your money biography
- Assess your money type & behaviour
- Practical strategies to create good financial results
Transformational
- 6 sessions
- Growth Plan PLUS
- Deeper financial understanding
- Setting up of workable goals
- Assessing your investments & way forward
01
Starter
Here we help you assess you cash flow statements/monthly budgets, work with you toget clarity around your financial goals and educate you around basics principles of finance, asset classes and money habits. The purpose of this plan is to give you a basic taster of what all can be methodologically done to streamline your money situation and also suggest how Money EQ can set you on the right path.
A collaborative psycho analytic process where we examine your money patterns & behaviours based on your previous experiences; thus, discovering what is blocking you and formulate strategies to re-work on your money story. We also take small steps towards a more fruitful financial journey.
02
Growth
02
Growth
A collaborative psycho analytic process where we examine your money patterns & behaviours based on your previous experiences; thus, discovering what is blocking you and formulate strategies to re-work on your money story. We also take small steps towards a more fruitful financial journey.
03
Transformational
A transformational psycho analytic process which is deeper than the growth plan. In addition to Growth package steps, this one helps you to set futuristic financial goals and assists you to understand investments and asset classes suiting your financial needs.
Know your money personality