Do you want more control over your money? Do you want a clear plan that fits your life? Then our free financial consultation is for you. In 30 minutes, we’ll look at your goals. Next, we’ll show one clear step you can take this week. No pressure. No sales pitch. Just useful advice.
Why a Free Financial Consultation Matters
Many people delay planning. They think it’s for the wealthy or experts only. That’s not true. A short talk with an expert can:
- reveal missed opportunities,
- stop costly mistakes, and
- start a simple plan you can afford.
Also, the consultation helps you test advice without paying. It’s low risk. It’s smart.
What we cover in the 30-minute session
During your free financial consultation we will:
- Ask about your top 1–2 money goals. (Example: save for a house.)
- Review your current situation — income, debts, savings.
- Spot one concrete change you can make this month.
- Give a next-step plan and resources.
All in plain language. We’ll avoid jargon. We’ll give you a clear to-do list.
Who should book this
This session is right for you if you want to:
- start saving or investing,
- handle debt faster,
- plan for a big purchase, or
- get clarity after a life change (new job, new baby, etc.).
If you’re curious, book it. If you’re confused, book it. We’ll help you see the path.
What to prepare before the call (keeps the session fast & useful)
- A rough list of income and monthly expenses.
- Your main financial goal (one sentence).
- Copies or notes of major debts (amount + rate).
That’s it. If you don’t have documents, no problem. Come with questions.
Real results — what clients take away
Clients often leave with:
- a small monthly habit that frees up cash,
- a debt-paydown priority list, or
- a simple investment start plan.
These are small wins. They add up.
How to book your free consultation
Click the button below to book. Choose a time that fits you. You’ll get a short email with what to bring. Book now — spots fill up fast.
BOOK YOUR FREE 30-MIN CONSULTATION →
After you book
You’ll get a confirmation email with:
- a 1-page Financial Health checklist (PDF) — download link,
- your appointment link or address, and
- a short form to help us prepare.
- The Proven Strategy Behind Smarter, More Confident Financial Planning
- FIRE Movement 101: Can You Really Retire Early?
- How Delaying Your Retirement Savings Can Cost You Big
- Think Your Government Pension Is Enough? Here’s Why It’s Risky
- Retirement Planning: How to Win Big in Your 20s—and Catch Up in Your 40s
Frequently asked questions
Q — Is this really free?
A — Yes. The initial 30-minute consultation is free and has no obligation.
Q — Will I be sold expensive services?
A — No. We offer advice and options. If you want paid help, we will explain costs clearly.
Q — How long is the session?
A — 30 minutes. We may offer a follow-up if you need more help.
Q — Can I bring documents or a spouse?
A — Yes. Bring what helps. Two people are fine.
Next steps & resources
- Download: Financial Health Checklist (PDF) .
- Read: “Financial Planning Basics”
- Review: How we’ve served our clients satisfactorily.
Conclusion
Your financial future is built one small step at a time. Start with one clear call. Book your free financial consultation now and get one practical step you can use this week. We’ll meet you where you are and help you move forward.
BOOK YOUR FREE CONSULTATION — 30 MIN
Visit Terces Finance Or email us at [email protected]
