Financial freedom coaching
Build confidence, master the fundamentals, and create your personalised path to financial freedom
Financial education
Learn the fundamentals of investing, financial freedom planning, and wealth building through structured guidance
Personalised strategy
Develop your unique financial plan with 1-to-1 coaching sessions tailored to your goals and circumstances
Financial modelling with Firefly Pro
Access Firefly's financial freedom dashboard and modelling tools to help you seamlessly manage your finances
Our services
Introductory Call
A focused 25-minute conversation about your financial situation
- ✓Map out your financial situation
- ✓Understand where you are and where you could get to
- ✓Explore how Firefly coaching can help you
Firefly Pro
Financial freedom dashboard and modelling tools to manage your finances
- ✓Maintain a holistic view of your finances
- ✓Financial freedom dashboard
- ✓Wealth projection modelling
- ✓Track your progress over time
Annual coaching (2h)
Ongoing coaching support with regular check-ins to keep you on track
- ✓Everything in Firefly Pro
- ✓2-hours a year of 1-to-1 coaching to help with:
- ✓Mapping out current position and trajectory
- ✓Building a financial plan and understanding tradeoffs
- ✓Optimising interest earned
- ✓Setting investment strategy and implementation
- ✓Deciding investment provider and funds
- ✓Discounts to additional sessions (£70/hr £49/hr)
Annual coaching (4h)
Extended coaching support with more dedicated 1-to-1 time each year
- ✓Everything in Firefly Pro
- ✓Everything in Annual coaching (2h), plus:
- ✓2 extra hours a year of 1-to-1 coaching
- ✓Action meetings to implement decisions
- ✓Tracking of transfers
- ✓Quarterly reporting of your progress
- ✓Student loan evaluation
- ✓Retirement projections
- ✓Discounts to additional sessions (£70/hr £49/hr)
One-off coaching
A single coaching session to tackle a specific financial question or challenge
- ✓Flexible, no commitment
- ✓1-to-1 personalised session
- ✓Actionable next steps
Financial freedom plan
A 2-hour planning session to find out where you stand, where you're heading, and what needs to happen to reach your goals
- ✓Complete clarity on your financial position
- ✓A personalised roadmap to financial freedom
- ✓3 months of Firefly Pro included
How it works
Book your session
Schedule your 2-hour planning session at a time that works for you
Build your plan
Work through your finances together and create your personalised roadmap
Track progress
Use your dashboard to monitor your journey toward financial freedom
Is this right for you?
✓ Perfect if you:
- • Want to build confidence in managing your finances
- • Are looking for education and guidance (not financial advice)
- • Want to understand financial modelling and planning tools
- • Are UK resident and domiciled for tax purposes
- • Are 18 years or older
✗ Not suitable if you:
- • Are looking for regulated financial advice, for example specific product recommendations
- • Have particularly complex financial circumstances requiring FCA-regulated advice
- • Are not UK resident and domiciled
Ready to start your journey?
Get clarity on your finances and a clear path to financial freedom