For you
In one day a finance professional reviews your income, spending and debts and writes a 12-month plan. You pay only for the days you need.
Your plan
Day One · Financial Check-up
01 For you
Three separate products for different needs. Not sure where to start? Start with Day One: a check-up and a plan.
One-off service Start here
We review your income, spending and debts and write a 12-month plan.
One-off service
A plan to reach a dated goal: how much, by when, and what to change.
Ongoing service
Your own finance professional every month: check-ins, budget review, decisions before big purchases.
02 For you
01
You send a request, we ask a few questions and tell you the price.
02
You send 3–6 months of statements and details of your income and loans.
03
Your professional works through your numbers and meets you to talk about your goals.
04
You get a written plan: what to change, how much to save and in what order to pay off debts.
03 For you
Specific numbers and steps, not general advice.
Where the money goes
% of monthly income
| Housing | 28% |
|---|---|
| Loans | 18% |
| Food | 16% |
| Transport | 8% |
| Other | 14% |
A CFO isn’t only for corporations and the rich. If you have income, spending and goals, a plan helps you spend calmly and save faster. You pay only for the days you need.
Card and account statements for 3–6 months, details of your income and a list of loans and instalment plans. We send the exact list after your request.
No. We sell no financial products, and banks don’t pay us. If your plan needs a bank product, we explain what to look for, and you choose.
A finance professional with Big 4 experience. You will know who it is in advance.
We use it only to work on your plan and store it on servers in Kazakhstan. See the privacy policy for details.
Only from clients paying for the professional’s days of work. Banks, brokers and insurers pay us nothing, so we have no reason to sell you their products.
The price is on each product page. You pay only for the days of work, with no hidden fees.
One day of work, and you have a plan with concrete steps.
Need a CFO for your company?
For business