Managing your finances isn’t just about saving money — it’s about creating stability and giving yourself options. When you take control of your finances, you’re not only preparing for unexpected challenges but also setting the stage for long-term growth and security.
You don’t need perfect timing to start. You only need a clear plan and small actions. Book a free check. Get a 30-day action plan. See real steps to reduce stress and grow your money.
What you get (short & clear) – to plan your Finances
- Free 20-minute Discovery Call — We clarify your top priorities.
- 30-day Action Plan — Clear, short tasks you can act on.
- One follow-up — A 30-minute review call to keep you on track.
- Optional paid plans — If you want deeper help, we offer 3-month and ongoing packages.
Who this is for – Take Control of Your Finances
- People with chaotic budgets.
- New earners who want to start right.
- Side-hustlers who want to scale.
- Anyone who wants a clear, calm plan.
Typical process (fast timeline)
- Day 0: Book & complete a short pre-call form.
- Within 48 hours: Free 20-min call.
- Within 5 business days: Receive a personalized 30-day action plan.
- After 30 days: Optional review call and next-step proposal.
Book a Consultation Session with Terces Finance
Packages (high-level)
- Starter (one-off): 20-min call + 30-day plan. Good for quick wins.
- Growth (3 months): Plan + implementation help + monthly reporting. Good for building habits.
- Full Support (retainer): Ongoing guidance, quarterly reviews, and priority access.
Note: Pricing is quoted after discovery to match needs and scope.
Why this works (evidence-based rules)
- First, we prioritize automation (so you don’t rely on willpower).
- In addition, we set small, measurable tasks (so you win weekly).
- Also, we match advice to real life, not theory.
What Type of Insurance Do You Really Need? — Practical Guide
How to prepare for your free call – to plan your Finances
- Have last month’s bank statement ready.
- Note 2 short-term and 1 long-term goal.
- Be ready to share major recurring expenses.
FAQs – Terces Finance
1: Is the 20-minute call really free? A: Yes. No obligation. We use it to see fit and next steps.
- 2: Do you manage investments? A: We give recommendations; we don’t act as a discretionary portfolio manager.
- 3: What if I can’t afford paid plans? A: We prioritize high-impact, low-cost actions. Many clients get big wins with the Starter plan.
