Services & Pricing
Choose the financial optimization service that addresses your specific needs. All prices include comprehensive analysis and actionable recommendations.
Expense Audit & Recovery Analysis
$487.50
Comprehensive three-month transaction analysis identifying recurring costs that no longer serve your financial goals. We examine every category of spending, negotiate better rates with service providers on your behalf, and uncover forgotten subscriptions or duplicate services.
What's Included
- Detailed analysis of 90 days of transaction history
- Identification of all recurring charges and subscriptions
- Negotiation script templates for rate reductions
- Service provider comparison for utilities and insurance
- Written report with specific cost recovery opportunities
- 30-day follow-up call to review implementation
Typical recovery: $1,800 to $3,200 in first year
Interest Optimization Blueprint
$723.80
Strategic review of your complete debt structure, savings accounts, and cash flow timing. We analyze interest paid versus interest earned, identify refinancing opportunities, and create a customized plan to minimize costs while maximizing returns through better account management and payment scheduling.
What's Included
- Full debt portfolio analysis including mortgages, credit cards, and personal loans
- Savings account interest rate comparison across major banks
- Cash flow timing optimization recommendations
- Refinancing opportunity assessment with cost-benefit analysis
- Strategic payment schedule to minimize interest charges
- Written implementation blueprint with timeline
- 60-day check-in to review progress
Typical savings: $2,800 to $5,400 annually
Tax Efficiency Consultation
$615.25
Comprehensive review of your tax position to identify unclaimed deductions, optimize timing of income and expenses, and structure your finances to legally minimize tax liability. Includes strategic planning for the current financial year and preparation support for year-end declarations.
What's Included
- Analysis of previous year's tax return for missed opportunities
- Identification of all applicable deductions based on your situation
- Income and expense timing strategies for current year
- Work-from-home expense calculation support
- Investment income optimization recommendations
- Tax preparation checklist customized to your circumstances
- Year-end consultation call before tax deadline
Typical tax reduction: $2,100 to $4,800
Automated Savings System Setup
$542.00
Custom automation framework designed around your unique income patterns and spending behavior. We create dynamic systems that adjust automatically based on your cash flow, ensuring you save optimally during good months while maintaining stability during leaner periods.
What's Included
- Income pattern analysis for regular and variable earnings
- Multi-account structure recommendations for specific savings goals
- Automated transfer rules with conditional logic
- Spending category allocation framework
- Buffer management system for irregular expenses
- Step-by-step setup guide for chosen banking platform
- Quarterly adjustment protocol for income changes
Average increase in monthly savings: $520 to $840
Complete Financial Health Review
$1,347.60
Full-spectrum financial analysis covering expenses, debt, savings, investments, and tax position. Most comprehensive service offering a complete picture of your financial situation with detailed strategic plan, implementation timeline, and ongoing support through quarterly check-in calls for six months.
What's Included
- Complete expense audit and recovery analysis
- Full interest optimization blueprint
- Tax efficiency review and planning
- Investment portfolio assessment
- Automated savings system design
- Cash flow projection modeling
- Written strategic plan with 12-month roadmap
- Priority implementation guide
- Four quarterly check-in calls over six months
- Email support for implementation questions
Typical combined impact: $9,200 to $15,600 in first year
Investment Portfolio Rebalancing
$834.90
Thorough review of current investment holdings with focus on fee structures, asset allocation, and performance relative to benchmarks. Provides specific recommendations for reallocation aimed at maximizing returns while managing risk appropriate to your investment timeline and goals.
What's Included
- Complete portfolio holdings analysis
- Fee structure assessment and comparison
- Performance evaluation against relevant benchmarks
- Risk assessment relative to investment timeline
- Asset allocation recommendations with rationale
- Underperforming investment identification
- Rebalancing action plan with specific steps
- 90-day follow-up to review implementation
Typical fee reduction: 0.4% to 0.9% annually, plus performance optimization
Frequently Asked Questions
Can I combine multiple services?
Yes. If you're interested in multiple specific services, consider the Complete Financial Health Review which includes all analyses at a bundled rate. Alternatively, services can be scheduled sequentially based on priority.
What happens after I submit the form?
You'll receive a confirmation email within 24 hours with next steps, including a detailed information checklist for the service you selected. We'll schedule an initial consultation call to confirm the scope and timeline.
How long does each service take?
Most analyses are completed within 2-3 weeks from the date we receive all required information. The Complete Financial Health Review typically takes 3-4 weeks due to its comprehensive scope.
Are these services suitable for couples?
Absolutely. All services can analyze joint or individual financial situations. For couples, we recommend combined analysis to capture the full financial picture and identify optimization opportunities across shared and separate accounts.
What if I don't achieve the typical results mentioned?
Results vary based on individual circumstances. The figures provided are averages from previous clients. During your initial consultation, we'll assess whether the service is likely to deliver value exceeding its cost for your specific situation.
Not sure which service fits your needs?
Contact us to discuss your situation. We'll recommend the most appropriate starting point based on your priorities and financial goals.
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