Become confident and start making smarter financial decisons today!
I know personally how life admin tasks just keep getting pushed down the to do list.
With 3 kids and a business to run it is so easy to let things slide especially with the never ending to do list.
I love simplicity which is why I created The Healthy Wallet Method it is a simple process designed to clear the financial overwhelm thinking about all the things you should be doing but no idea where to start.
I want to help you create financial foundations that will give you more time and energy to be present with your kids.
No more money stress.
No more panic about paying bills or wondering where all your money is going.
And YES! to more money to go on adventures with the kids!
How can I help you achieve this?
Introducing
The Healthy Wallet Plan
A starter financial plan that will give you the tools and strategies to help you go from where you are now to where you want to be.
How the process works
Step #1
We book in a 30 min no obligation FREE money chat (online or in person) and determine if we would be a good fit.
Step #2
Yay we are a good fit! In this 60 minute discovery meeting we will discuss in more detail where you are right now, what it is you want to achieve and I share with you how The Healthy Method will help you bridge the gap.
Step #3
This is where the magic happens.
Over 3 weeks we will:
Create a banking structure that is aligned with your goals - hello automation
Start a reserve fund
Set a debt reduction plan (if required)
And you will walk away with your very own custom Healthy Wallet Plan with clarity and be confident in your financial decisions.
Pricing options
Option One
$495
DIY OPTION - Online Course
Popular
Option Two
$1,200
$700
Offer valid until 31/12/2024
Option Three
Custom
Full Financial Planning
Kia Ora I’m Terri
A mum of 3 and a qualified Financial Adviser at FoxPlan and I can help you with a range of financial services including lending - if you are looking to buy your first family home I can help you with that too!