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YAT Finance

Helping you make smarter financial decisions and build long-term wealth

Financial Strategy Session

Financial Strategy Session

£60

1:1 FINANCIAL STRATEGY SESSION

A focused 45-minute session designed to help you look at your current financial position, your goals and the practical steps you can begin taking next.

Depending on your circumstances, our conversation can cover:

• Investing and wealth-building strategy

• Saving and cash management

• Mortgage preparation and affordability

• Building additional income

• Business ideas and monetising your skills

• Debt and financial discipline

• Budgeting and cash flow

• Long-term wealth-building goals

• Property, retirement and financial independence

SESSION LENGTH: 45 MINUTES

Following your booking, you will receive confirmation of your session together with any information required before we meet.

Come prepared with your questions.

Come prepared with your numbers.

Come prepared to work.

BONUS INCLUDED

Every 1:1 Financial Strategy Session booking includes a complimentary signed copy of my debut book:

Teach Your Children Your Habits, Not Your Inheritance

Yvonne Asamoah-Tawiah

Author | Finance Educator | Investment & Wealth-Building Coach | Property | Founder, YAT Finance

Work With Me 1:1

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Terms & Conditions

TERMS & CONDITIONS

By booking a session or accessing resources through YAT Finance, you acknowledge and agree to the following:

• All sessions, masterclasses, mentorship programmes, and resources are provided for educational and informational purposes only.

• YAT Finance does not provide regulated financial advice, investment guarantees, legal advice, or guaranteed financial outcomes.

• Any financial decisions made following sessions, masterclasses, or resources remain the sole responsibility of the individual.

• YAT Finance sessions are designed to support financial literacy, wealth-building conversations, investing awareness, financial growth, business thinking, and long-term financial development.

• Respectful communication and professionalism are expected during all sessions and interactions.

• Booked sessions may be rescheduled with reasonable notice where necessary.

• Payments for digital products, downloadable resources, masterclasses, and mentorship programmes are non-refundable once access has been granted.

• Parents or guardians are responsible for registering young people under the Young Wealth Builders mentorship programme.

YAT FINANCE
Financial Education • Smart Investing • Wealth Building

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