Get Started Today

Getting started is easy! Simply contact us through the form above, call us directly, or send an email. We'll schedule an initial consultation to understand your financial situation and goals, then recommend the best service package for your needs.

Not at all! We specialize in working with beginners and people who are new to financial planning. We'll explain everything in simple terms and help you build your financial knowledge step by step.

Bring any financial documents you have, such as bank statements, pay stubs, debt statements, and information about your financial goals. Don't worry if you don't have everything - we'll help you organize your financial picture during our sessions.

You'll start seeing improvements in your financial organization and understanding immediately. Depending on your goals, you may see tangible results like increased savings or debt reduction within the first few months of implementing your financial plan.

Yes, we work with clients throughout Ireland and the EU. We offer both in-person consultations in our Waterford office and virtual consultations via video call for clients who prefer remote sessions or live outside our immediate area.