Is my business too small (or too large) for this service?+
We work with businesses that have an established operation and are looking to improve their financial management, make better decisions, and grow.
There is no specific size, but we typically collaborate with businesses that already have sufficient financial activity to benefit from strategic support.
On the other hand, businesses with very complex structures, such as groups with multiple subsidiaries or franchise networks, usually require more specialised teams on a larger scale.
How much does the service cost?+
The cost depends on the scope and complexity of the project. For most of our clients, projects typically fall between €2,000 and €5,000.
For more complex projects or those spanning several years, we work with each client to define a budget tailored to their needs. We work on a per-project basis depending on its duration, so we do not require annual payments or long-term commitments.
What specific problems can you help solve in my business?+
We help you turn your business goals into a clear financial plan, identifying opportunities to improve profitability, optimise costs, and create the conditions for sustainable growth. At the same time, we work to ensure the business evolves in a way that aligns with your personal goals, such as achieving financial independence, preparing for retirement, or regaining time away from the business.
Do you work remotely, in-person, or both?+
We primarily work remotely, which allows us to support clients in different locations and offer global coverage. When a project would benefit from in-person support, we are available to arrange face-to-face sessions upon request.
How long does a collaboration typically last and can it be adapted as my business evolves?+
Each collaboration is tailored to the goals and needs of the business. For most projects, we estimate an initial period of around 12 weeks and then we offer follow-up and further support as needed.
How do you protect my company's confidential financial information?+
We protect our clients' financial and business information and never share it unless legally required. We comply with applicable data protection regulations in the jurisdictions where we operate, including the European Union General Data Protection Regulation (GDPR). To learn how we process your data, please see our
Privacy Policy.
How is the programme charged: per employee, per session, monthly flat fee?+
The programme operates on a subscription model per employee per month. The typical fee ranges between €5 and €8 per employee per month, depending on the size of the organisation and the scope of the programme. For companies with fewer than 50 employees, we set a minimum fee of €500 per month to ensure proper implementation and quality service.
Is there a minimum or maximum number of employees to participate?+
There is no minimum or maximum number of employees to participate. We adapt the programme to organisations of different sizes. For companies with fewer than 50 employees, we set a minimum fee of €500 per month to ensure we can offer quality service.
For organisations with more than 500 employees, we may need a longer onboarding period to ensure smooth implementation and have the capacity to properly support all participants.
What topics can you cover during coaching?+
We offer a wide variety of topics, including investments, debt management, financial planning, saving, budgeting, financial analysis, and commercial awareness.
Are sessions in-person, virtual, or hybrid?+
Our programme is primarily delivered online, allowing employees to access content from anywhere and fit it around their schedules.
For specific workshops and sessions, we offer the possibility of in-person activities when beneficial to the organisation and its teams.
Do employees participate during working hours or outside of them?+
Each company decides how to integrate the programme within its organisation. Many of our clients choose to offer it outside of working hours to facilitate internal management.
How private are individual sessions? Does the company receive information about each employee's personal finances?+
Individual sessions are completely confidential. We do not share any personal or financial information about employees with the company, nor do we disclose who uses the service.
To help organisations measure the programme's impact, we provide only aggregated and anonymised information, such as the total number of participating employees and overall results from satisfaction or impact surveys.
How often do we receive progress or impact reports?+
We provide periodic reports to help companies understand the reach and impact of the programme. Typically, we share a quarterly report that includes employee participation and follow-up survey results.
We also generate monthly metrics on the number of employees who have used the service. For smaller organisations, we can adapt the frequency of reports and offer semi-annual reports when more appropriate.
What is the minimum contract duration?+
We begin with an initial 3-month period during which the company can cancel month-to-month while evaluating the programme and its impact on employees.
After this initial period, the minimum collaboration duration is 12 months, which allows the programme to develop consistently and generate a sustainable impact on the organisation.
How do you tailor content to our community's culture and specific financial challenges?+
Our team is fully culturally literate and understands that financial literacy should be delivered in a way that is appropriate and meaningful to those receiving it. When we develop our programmes, we take into account the specific needs, priorities, and financial challenges of those who the program is designed for.
Can you train our staff or volunteers so they can continue to deliver financial education after the initial programme?+
Yes. We offer flexible implementation options, including training for staff and volunteers so that they can continue to deliver the programme independently when appropriate.
How do you keep workshops engaging for people who lack confidence with numbers or feel shame around money?+
We know that many people feel shame or insecurity when talking about money or financial concepts. Because of this, our programmes focus on realistic everyday situations, using clear language, practical examples, and simple tools. We avoid unnecessary jargon and abstract concepts in order to help participants build their confidence and make better financial decisions.
Do you provide materials participants can keep?+
Yes. We provide practical materials that participants can keep and use after the workshops to reinforce their learning and continue developing their financial skills.
How do you measure impact for our funders or board?+
We measure impact by combining quantitative and qualitative indicators aligned with the programme's objectives. This may include surveys, participation metrics, evolution of financial knowledge, participant testimonials, and other indicators relevant to each initiative.
Can you help us integrate financial education into our existing programmes?+
Yes. We also collaborate with organisations looking to incorporate financial education within their existing programmes, as long as it aligns with our area of work. If you have a specific need outside our standard offering, we would be happy to discuss your objectives and explore possible solutions.
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What does the process look like?+
While each project is different, typically we begin with an initial conversation to align on objectives, understand the unique demands of the project, and determine how we can add the most value.
If we decide to work together, we hold a detailed planning session to define the programme’s scope, objectives, and approach. We then design the programme and present our proposal, incorporating your feedback and refining it until it meets your expectations.
Finally, we implement the programme either with our own team or by training existing teams when appropriate.
