One thing I’ve noticed in my travels around New Zealand talking to business owners and their teams is that few have a clear personal financial plan. I known Lisa Dudson for over 15 years and have worked with her in the last 6 months. She is a leader in her field and has over two decades of experience in working with people to improve their financial position. I would like to offer our clients to work personally with her.
“I’m passionate helping people achieve financial success so they have more freedom of choice. If you want to be much smarter with your hard earned dollars, want to develop a practical plan to increase your personal wealth, and want to be supported by me to help you achieve that plan, then get in touch. It doesn’t matter what your starting position is, all you need is a desire to improve and be prepared to take the action.”
Annual Financial Coaching Programme with Lisa Dudson
$2,995 +GST – $1,995 payable upfront and the balance of $1,000 at the beginning of month four.
90min initial financial consultation to review your financial position and set goals. Create 2 page action plan.
5 x 20 min check in every two weeks, thereafter 1 hour review every quarter (at 6, 9 & 12 months) with updated action plan.
Phone and email support within reason for 12 months.