The Foundation Session

A focused one-hour session to untangle your household finances. Explore the emotional with the practical and create a clear, bespoke budgeting blueprint you’ll actually enjoy using.

➜ You might begin here before continuing into the Fairy Godmother Experience or maybe you get all you need with this compact version. You're probably superwoman everywhere in life, Mary Poppins has nothing on you! 

➜ But when you know it's time to stop holding your finances at arms length, let's get the basics done beautifully

➜ If you need a mixture of direction and reassurance you’re in the right place. You've probably got some experience managing your income.  You've likely got mixed emotions towards applying what you know, to your daily life. You try but things don't seem to stick consistently. Life has probably changed since you last wrote any kind of spending plan and you're not quite sure how to scale it differently.

➜ You know you want different things now; you'd love to be able to afford (or justify) those photography classes or french lessons. Your bedroom needs a makeover and you don't want to keep paying for Christmas until April. If your washing machine breaks down you don't want to have to "bung it on the credit card" so it layers on top of all the other expenses over the past several months.

➜ We work at the root. When your foundations are calm and clear, everything else becomes possible. The investing world becomes your lobster 🦞 Your mortgage advisor won't recognise you!

➜ Your kids will learn this fundamental life skill from you and will be less likely to make the same mistakes! We just never learned this stuff properly did we?

👀 I don't get involved in investing discussions by the way, or tax wrappers, pensions, critical life covers or the like - that's for financial professionals. FCA regulated please! 

But I do get down & dirty with the foundations. Hence the name!

If you have questions you're welcome to email me: info@budgetingandplanning.co.uk or if you want a 15 minute complimentary chat before we work together you can book that here: A 15 Minute Gentle Hello

🛠 What We Can Work On:

Whether you're...

• Drowning in money confusion and don’t know where to start. Maybe you can hardly articulate it. That's alright, I'll get it however you say it.

• Trying to balance bills or debt payments with saving, and feeling like you’re always behind. Like coming downstairs to yesterdays washing up still waiting for you, already starting a new day on the back foot!

• Setting some intentions, or more energised goals (paying off debt, building savings, planning for or dealing with a big change) we can make sense of it all & compartmentalise it, wrap it in a gorgeous bow.

• Or simply wanting someone kind and capable to guide you through your numbers so that they finally make sense ... and the fear stops pressing on your chest.

We'll take it at your pace and work through it, step by step.

📋 What You’ll Walk Away With:

By the end of our session, depending on what you need, you can have:

• A clear, realistic budgeting plan mapped out for the next month. Pencilled in a seasonal approach for the next 3 months and cultivated a desire to keep going for the whole year. This level of visibility will transform your relationship with money. An holistic view is the best way to then gently zoom in to each season, each month, down to each day. Every decision will filter into your big picture. You co create your life now.

• Defined savings or debt repayment goals that feel doable. If your debt feels unmanageable, please take a look at Step Change Debt Charity first.

• Support and guidance tailored to you not some generic plan. If you need signposting to other content we can do that.

• A real feeling of relief, a giant exhale and a “now I get it”.

And if you’d like ongoing support? We can book a follow-up, a quarterly check-in, or create a mentoring plan that suits your life. These top ups are great for accountability, ironing out creases, layering in new challenges to resolve and keep you boosted. They're £40 for 40 mins and bookable on a private page on the website used only when you've done the foundational work.

If you want to go deeper, down an emotional layer or just want to take your sweet time, The Fairy Godmother Experience is perfect for you.

💡 Why This Short Session Works:

The first 15 mins or so, is dedicated to you telling me what are your biggest concerns, letting it all spew out. If you find this emotional, that's absolutely normal. You wouldn't be human if not.

We can then decide together, a step by step approach to the things you want to change. I will be able to simply summarise and neaten up all your worries into clear compartments.

During the next 40+ minutes we will work deeply on your priorities. A mixture of evolving your habits and practical application on the complimentary google sheet. Or pen & paper if you prefer.

💰 Pricing & Booking:

60-Minute Session: £85
Includes personalised tools and follow-up notes. I use Fathom AI notetaker so that I can concentrate on our conversation. It is recorded and you have access to the recording for 30 days before it automatically deletes. If you don't want me to use this, we won't.

Fathom AI privacy policy can be found here

Optional:

• Follow-up Session or Quarterly Review

✨ Spots are limited each month so I can give you my full attention. When you pay now, you'll receive an emailed receipt with my Calendly Link so that you can choose the right time for you to book. 

You'll then receive email confirmation of the booking with the video conferencing link. You'll also receive two reminders.

Terms and conditions are available for you to view here so you can be sure you're happy before paying and booking.

If you have questions you're welcome to email me: info@budgetingandplanning.co.uk or if you want a 15 minute complimentary chat before we work together you can book that here: A 15 Minute Gentle Hello

📋 What You’ll Walk Away With:

By the end of our session, depending on your needs, you'll have:

• A clear, realistic budgeting plan mapped out for the year

• Defined savings or debt repayment goals that feel doable

• A flexible approach for when life doesn’t go to plan—because overspending happens, and you shouldn’t feel like you’ve failed

• Support and guidance tailored to you—not some generic system

• Simple ways to get back on track, even when it feels like things aren’t “working”

• A real sense of relief and a “now I get it” feeling

• Many clients use this as a standalone session, or as a first step before the full Fairy Godmother Experience.