Financial Diagnosis Session

A financial sense check, without committing to full financial advice.

A clear starting point for your financial plans

Doing some sums on a napkin made sense once.
Now you want clarity, direction, and answers you can actually use.

A Financial Diagnosis Session gives you a clear picture of where you are financially today, highlights the gaps holding you back, and shows you what needs to happen next to reach your long term goals.

This is not about selling products or locking you into ongoing advice.
It is about understanding your financial position properly and leaving with a plan.

What is a Financial Diagnosis Session?

A Financial Diagnosis Session is a focused, one hour session designed to give you confidence and direction.

Together, we look at your current financial position and where you want to be, then map out the steps needed to get there.

By the end of the session, you will have clarity, a prioritised action plan, and a realistic view of what is possible.

What’s included

  • Simple preparation to complete in advance of the session
  • Review of your current financial position
  • Lifetime cash flow model
  • Clear identification of gaps and opportunities
  • A practical financial to do list
  • One hour online meeting via Microsoft Teams

Pricing: £350 or £500

How the Financial Diagnosis Session works

Step one

You gather your financial information in advance, including income, outgoings, pensions, and existing arrangements. The more you share, the more valuable the session will be.

Step two

We meet online for one hour to discuss your current position, your short, medium, and long term goals, and how to prioritise them.

Step three

You leave with a clear financial to do list, outlining what to act on now and what to work towards next.

Who is this for?

A Financial Diagnosis Session is ideal if:

  • You want a financial sense check but are not ready for full advice
  • You have never spoken to a financial adviser before
  • You have existing arrangements but want a review and fresh direction
  • You want clarity without pressure or long term commitment

What happens if I need full financial advice?

If it becomes clear that full financial advice is needed, the cost of the Financial Diagnosis Session can be deducted from future advice fees.

This can be discussed during your session.

Ready to make plans?

If you want clarity, direction, and a financial plan you can actually follow, a Financial Diagnosis Session is the right place to start.

Book your Financial Diagnosis Session
Email Abi to arrange your session and ask any questions before booking.

Book now: abi@lchwealth.co.uk

All meetings are held online, so location is not an issue.

“I first heard Lisa on the Making Money Podcast talking practically about savings and investments. After meeting Lisa for a detailed financial review, I felt very reassured that I’m in a good position and took valuable advice on my life goals and money management. Lisa is friendly, easy to talk to and very helpful and knowledgeable.”

– Mark

Let’s create a financial plan that gives you freedom now and in the future

Book your Financial Diagnosis