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During your free consultation, we'll discuss your current financial situation, your goals for 2026, and any challenges you're facing. We'll explain how our services can help you and provide initial recommendations. There's no obligation to proceed, and you'll leave with valuable insights regardless.

Our service fees vary depending on the complexity of your financial situation and the services you need. We offer monthly retainer packages starting from €80 for basic services up to €400 for comprehensive business and family planning. All fees are discussed transparently during your consultation.

While we welcome clients to our Limerick office, we also offer video consultations and phone meetings for your convenience. Many of our services can be delivered remotely, though some clients prefer face-to-face meetings for important financial decisions.

Results vary depending on your goals and starting point. Some clients see immediate improvements in their budgeting and spending habits within the first month. Longer-term goals like debt elimination or investment growth typically show significant progress within 3-6 months of consistent implementation.

Bring recent bank statements, details of any debts or loans, information about your income, and a list of your financial goals. Don't worry if you don't have everything - we can work with whatever information you have available and help you gather additional details as needed.