Financial Health Check (45 min) | Oakmans Partners

A friendly 45-minute check-up for beginners. We look at your numbers together and map your next 3 steps—no jargon, no judgment.

Ideal for

• You feel unsure where to start and want simple direction.

• You’ve never made a budget or it never sticks.

• You want a pro to sanity-check your situation fast.

What’s included

• 45-minute video call (Zoom/Google Meet)

• Quick review of income, expenses, debts, savings

• Priority choice: mini emergency fund or debt method or ETF first step

• A one-page action plan (PDF) with your next 3 moves

How it works

1. Book & prep (5–10 min): After checkout you’ll get a link to pick a time (Europe/Ljubljana). You’ll also receive a short intake form.

2. Live session (45 min): We review your numbers and pick the best first steps.

3. Action plan: I send a one-page PDF with your next 3 steps and links/tools.

What you’ll walk away with

• Your money snapshot (what’s strong, what needs love)

• 3 clear actions for the next 30 days

• Confidence to move without overthinking

Tools & templates included

• Net worth & cash-flow mini sheet (Google Sheets)

• 70/20/10 gentle budget template

• Debt snowball vs avalanche cheat sheet (choose one)

FAQs

• Do I need all my numbers ready? No. Bring rough estimates—we’ll tidy together.

• Will you tell me what to invest in? I’ll teach frameworks; no personalized investment advice.

• Is this only for Europe? No—sessions are online, worldwide-friendly and in English.

Policies

• Reschedule: Free up to 24h before.

• Cancel/refund: 100% refund up to 24h before; otherwise recording/summary provided.

• Privacy: Your data stays private. We don’t sell or share.

• Only for education and coaching!

SKU: OP-FHC-45