Book

Product · For you · One-off service

Day OneFinancial Check-up

We review your income, spending and debts and write a 12-month plan.

The place to start. We review 3–6 months of your bank statements, income, spending and debts, and give you a written plan with concrete next steps.

01 Day One

Who it’s for

  • You earn well, but nothing is left at the end of the month
  • You have several loans or instalment plans and don’t know which to tackle first
  • You want to start saving but don’t know how much or where
  • You want to look at your money with a professional for the first time

02 Day One

What you get

  • Income and spending broken down by category
  • Debt review: the cost of each loan and the order to repay them
  • The reserve you need and how to build it
  • A written 12-month plan with concrete steps

03 Day One

How it works

  1. 01

    Request

    You send a request, we ask a few questions and match you with a professional.

  2. 02

    Statements

    You send card and account statements for 3–6 months.

  3. 03

    Review

    Your professional works through your numbers and meets you to talk about your goals.

  4. 04

    Plan

    You get a written plan and answers to your questions.

04 Day One

What we need from you

  • Card and account statements for 3–6 months
  • Income details: salary, business, rent and other
  • A list of loans, instalment plans and other debts
  • Your goals: what you want to change or buy

Questions

Do I need to prepare anything?

Only the statements and a list of debts. You don’t need to sort your spending: that’s our job.

What happens after Day One?

You keep the plan and can follow it yourself. If you want support, The Date or Personal CFO fit.

Book Day One

Send a request: we will clarify the task and tell you the price.

Book Day One Message on WhatsApp

Other products

All products for you

  • One-off service

    The DateGoal planning

    A plan to reach a dated goal: how much, by when, and what to change.

    • The goal amount, adjusted for inflation
    • Monthly contribution and timeline
    • What to change in your budget to make the goal realistic
    • Checkpoints at 3, 6 and 12 months
    Duration
    On request
    Price
    Price on request
    Book Details

  • Ongoing service

    Personal CFOMonthly subscription

    Your own finance professional every month: check-ins, budget review, decisions before big purchases.

    • A monthly check-in and budget review
    • A short report on how you are tracking against the plan
    • Advice before big purchases and decisions
    • Plan updates when your life changes
    Duration
    On request
    Price
    Price on request
    Book Details