Financial foundations for Birmingham households and founders

Clear, grounded guidance on money decisions that affect daily life, built for Birmingham’s local costs and rhythms. We run paid workshops and tailored clinics that turn scattered budgets into workable systems.

What makes our approach different

We focus on financial fundamentals that can be practiced weekly, not abstract theory. Each session ends with a documented plan, spending guardrails, and follow-up checkpoints so the learning translates into action.

3-week pacing

Short cycles to build a usable routine.

Local benchmarks

Figures matched to Birmingham living costs.

Decision templates

Reusable frameworks for future choices.

Notebook and calculator on a desk

Learning tracks tailored to real life

Team planning a financial roadmap

Household clarity

Build a spending map, balance recurring bills, and set savings targets that reflect Birmingham’s seasonal expenses.

Set up your plan
Colleagues reviewing cash flow charts

Founder cash-flow basics

Learn to separate personal and business money, maintain reserves, and forecast monthly obligations.

Reserve a clinic
Open laptop with budgeting spreadsheet

Confidence in investing

Understand risk tiers, build a diversified plan, and align monthly contributions with your goals.

Discuss investing basics

Services with transparent pricing

Each service is delivered by our Birmingham-based facilitators. We monetize through paid sessions and optional follow-up reviews.

Starter finance coaching

90-minute session to build a baseline budget map.

£145
Budget reset workshop

Half-day group workshop for spending alignment.

£295
Business cash-flow clinic

Two-session clinic for founders and freelancers.

£420
Investment fundamentals lab

Guided plan for risk tiers and monthly contributions.

£675
Coffee beside a financial workbook

How the sessions unfold

1
Choose a service

Select the format that matches your goals.

2
Share your context

We gather your numbers before the session.

3
Leave with a plan

You receive checklists and next-step actions.

Request your Birmingham finance session

Select a service to begin, then share your details.

Review service details

“Our household finally understands where the money is going and we can plan for holidays without anxiety.”

— Maya, Stirchley

“The clinic brought order to my freelance income. I now know what to hold back for tax and expenses.”

— Jules, Digbeth

“Simple language, practical steps, and a plan we can maintain week to week.”

— Priya, Harborne
Build your financial plan