Bravo!
You have taken the first step to improving your finances. You will receive your Financial Fitness Assessment report soon with some expert guidance.
Evaluation Consultation
FAQ's
What is the assessment consultation?
The assessment consultation is a one-hour session where we review the results of your financial fitness assessment in detail. You will get personalized advice with a focus on the best way for you to improve and achieve the results you desire.
How soon can I schedule a consultation after completing the assessment?
You can schedule a consultation immediately after receiving your assessment results. Our online booking system allows you to choose a
convenient time.
What if I have follow-up questions after the consultation?
You can always reach out via email, whatsapp or phone for any follow-up questions. We are here to support you.
How do I book an assessment consultation?
You can book an assessment consultation by clicking on the button on our website, selecting a convenient time, and completing the booking form.
What will be covered during the consultation?
During the consultation, we will go over your assessment results, discuss areas of strength and improvement, and develop a tailored action plan to enhance your financial management.
Is there a cost for the consultation?
One hour packed with advice, insights, and a clear action plan will cost you R1000.
Who will conduct the consultation?
The consultation will be conducted by Lizette-Marié, an accountant with 30 years of experience in various areas of business, a business coach, owner of her own accounting practice and a business coaching practice, as well as being a mom to two sons. She is passionate about empowering business owners with the practical knowledge they need to be successful.
Can I bring someone else to the consultation?
Absolutely! You are welcome to bring a business partner or trusted advisor to the consultation to ensure all relevant aspects of your financial situation are addressed. Just let us know beforehand so we can schedule a bit more time (at no extra cost!).
What should I prepare for the consultation?
To make the most of the meeting, you are encouraged to:
- Work through your assessment report and think about why the results are what they are.
- Think about where you want to go with your business. A helpful question: where do I want to be in 5 years? Will your current way of handling your finances take you there?
- Identify which areas of financial management cause you the most stress and/or cost you the most money.
- Come with an open mind and a willingness to look reality in the eye.
I can’t wait to spend time with you!
What happens after the consultation?
During the consultation, you will put together a detailed action plan with specific recommendations. It may include a recommendation to enroll in our Financial Fitness Bootcamp if this is the best route for you. You can choose to become part of our book club or be notified of upcoming events or specials. It will always be your choice.
Can I have more than one consultation?
You are welcome to schedule further consultations. Please
speak to Lizette-Marié about it to see what will work best for you.
Will the information shared during the consultation be confidential?
Always. All information shared during the consultation will be kept strictly confidential and used solely for the purpose of providing you with the best financial advice.