MyCircuit Workshop
One-to-one
Highly specialised sessions designed just for you.
Studies show that learning through one-to-one sessions has the highest success rate.
MoneyCircuit offers a comprehensive programme of one-to-one sessions for individuals who desire focused guidance on their path to financial success.
Sessions take place with one of our financial experts who will guide you through your transformative journey.
We offer a free initial consultation, after which we create a tailor-made programme to deliver to you spanning 2 to 8 weeks.
Book a free consultation belowTime to take control of your financial future.
Whether you're new to money management and require some specialist guidance, or you're thinking of retiring but have no idea how to understand your pension, MoneyCircuit can help.
After a FREE initial consultation, we will develop a tailor-made programme just for you. The programme will address your specific needs, and map out a pathway for your financial elevation. A dedicated financial expert will work with you every step of the way, teaching you the skills and sharing the tools for a healthier financial future.
At MoneyCircuit we focus on actionable insights - this means you will leave each session feeling empowered with the tools and knowledge to make a change.
How it works
1.
An initial consultation with one of our financial experts is completely FREE. We will learn more about your financial concerns, motivations, and goals, while sharing some initial actions you can take right away! You can decide whether to opt for our single- or multi-session programme.
2.
We then create a proposal tailored to you. This details the "what", the "how" and the outcomes of our learning plan to transform your financial wellbeing. We will agree a session timetable that best suits your schedule, which can be altered if required.
3.
During the sessions we will combine content with actionable steps to equip you with the tools for success. We are your accountability partners - here to ensure you stay committed to your goals. Once you have completed the workshop, we offer free follow-ups for continued support.
Contact us!
Fill in the form below and our team will get back to you as soon as possible.
Alternatively you may email us directly on
AZ@MoneyCircuit.co.uk.
Topics we cover
Our workshops will run through a meticulously designed curriculum to cover the most relevant aspects of money management for you. We cover topics such as: pensions, tax, mortgages, investing, debt, money psychology, saving, budgeting, etc.
We teach actionable steps, so you leave each session with a precise plan for real world application.
Below is an outline for a six session MyCircuit programme we designed for a 33 year-old client who works full time whilst also running her own business, and planning her wedding:
Session 1: free consultation
We got to know our client's specific needs, wants, strengths and weaknesses. This led us to understand her primary knowledge gap was with budgeting - so we walked her through the MoneyCircuit Budget Tracker and shared clear actions to take.
Session 2: budgeting
Here we teach a thorough approach to budgeting, including short- and long-term actions. Together we identified, quantified and prioritised competing life goals to create the ideal budget plan. timelines gave her assurance that she would be able to save for her wedding.
Session 3: debt management
Our client had credit card debt and difficulty understanding the credit system. We taught a comprehensive session on debt, including how to harness the power of "good" debt, and methods for paying off credit cards while still maintaining other commitments.
Session 4: money psychology
Through our assessment we identified our client as being highly risk-averse and generally nervous about money. We taught her how to unwind and address these negative biases using our academically-backed methods.
Session 5: pension planning
Our client had worked at 4 previous employers with different pension providers, and wanted to understand the options available to her. She also wanted general pension education. We created a detailed session on this, and helped her optimise her pension plan.
Session 6: tax
As well as paying tax on her full-time earnings, our client paid other forms of tax as she owned a private business. We provided a digestible yet detailed session on her tax profile, empowering her with the relevant tools to operate in a tax-efficient way.
The start of each session includes time for accountability on prior weeks actions and goals, to ensure you are staying committed and on track.
GET STARTED TODAY!
BOOK 4 PREMIUM SESSIONS AND THE 5TH IS FREE
MONEY-BACK GUARANTEE
We are so confident in our offering that we have a refund policy if you are not satisfied.