What’s Included

1. Online Foundation Course

Before we meet, you will complete our video course How To Start Investing Without The Overwhelm.

• 10 concise videos (3–7 minutes each)
• Under one hour in total
• Covers the core principles: inflation, compound interest, risk, platforms and funds

This ensures you understand the fundamentals so our in-person session can focus entirely on applying them to your personal situation.

2. Two-Hour In-Person Strategy Session

A private, focused session with Lise and James.

During this session, we will:

• Review your current position
• Clarify your goals
• Help you structure a practical investment plan
• Teach you how to think through decisions with confidence

You will leave with a clear framework and defined next steps.

3. Three Months of WhatsApp Support

You will have direct access to Lise and James for questions, reassurance and clarity as you begin implementing your plan.

4. 30-Minute Follow-Up Session (Zoom)

One month later, we reconnect to review progress, address any sticking points and ensure you feel steady and confident moving forward.

Who This Is For

This package is for individuals who want structured education and support around a specific financial situation.

For example:

• You’ve received an inheritance and want to handle it responsibly, with a long-term plan in mind
• You’ve received a divorce settlement and need clarity on how to structure this money for your future financial independence
• You have capital sitting in cash and want to understand how to deploy it thoughtfully
• You are navigating a life transition and want to build a plan around your new circumstances
• You have a specific goal and want to structure your investments to support it

It is also for you if:

• You feel you may have left it “too late” to properly plan for your future financial freedom and want to understand what strategies are still available to you
• You want to learn practical, realistic approaches that can improve your position from where you are now
• You want decisions that are considered and aligned with your long-term objectives, rather than reactive or based on generic advice

This work is about understanding your position, learning how money functions, and building a plan that reflects your circumstances — whatever stage you are starting from.

Important Information

At The Money Conversation, we teach you how money works so you can make informed, empowered decisions.

Lise and James are financial coaches. They are not financial advisors and do not provide regulated financial advice. Markets can rise and fall, and your capital is at risk.