Steer
Take the wheel. Where do you seek more control in your life?
Money reviews at home
For women and couples in Manchester
Doe is a conversation about what you actually want from life, with simple money tools laid over the top. Not more money for its own sake. A life with room to do what matters, look after the people you love and feel safe.
Take the wheel. Where do you seek more control in your life?
Building and nurturing connection where it matters to you.
Identify where you feel growth and competence is important.
Be part of something bigger than yourself.
Wealth is the money you can count and the security you can feel. Doe looks at both, together. We start with the life you want, then help you work out what your money needs to do to make it possible.
1
Your ambitions, your people, the way you want to live. Money comes second to this, it is the tool not the goal.
2
Money is the resource that lets you do what you want and look after the people who matter to you.
3
Emotional security counts as wealth.
Doe is a conversation. We tackle the difficult subjects out loud, and help you reach decisions you can stand behind.
Step one
See exactly where you are today and explore where you want to get to. Richer still when we talk it through.
Online Eyes Open: coming soon
Step two
Five simple tools, one framework. Each one is there to serve the life you described in step one.
Big turning points are when money questions get loud. They are also when you have the most chance to choose.
Doe is the first step on your journey. People can think about change for years and never make it.
Doe is not financial advice. We look at your whole picture, share the facts, do the sums and hand you questions to take away. When it comes to choosing a particular product, we point you to regulated help such as MoneyHelper or an authorised adviser.
A written summary every time. Choose how much you want to open up.
One 90 minute visit, no paperwork. We talk through your four Eyes Open parts, life events and worries. You keep a summary of priorities and questions to ask.
Visit one gathers the facts on pensions, housing, career, insurance, holidays and kids. Visit two walks you through your written summary.
A review built around one turning point in your life, whether that is moving in together, a new baby, a break up or a change of career. For one person or for a couple. Couples get a summary each and a shared one.
Home visits for women and couples are in Manchester only, within 10 miles of Ancoats. Outside Manchester? A video call will be possible instead.
Coming soon.
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