Individual Planning Sessions

Structured sessions that walk you through each phase of the planning methodology using SavinoRento's interactive tools.

Session Formats

Three Ways to Work Through Your Plan

Each session format is designed for a different starting point and level of planning complexity.

Foundation Session
For those beginning their planning journey. This session covers the essential first steps of financial self-assessment and introduces the core tools.
Complete budget baseline assessment
Income and expense categorisation walkthrough
Introduction to the Monthly Budget Calculator
Identification of initial savings capacity
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Most Used
Goal-Setting Session
For those with a clear baseline who want to translate their financial situation into concrete, time-bound savings goals.
Savings goal definition by time horizon
Monthly contribution calculation
Savings Goal Planner deep-dive
Emergency fund sizing and build schedule
Goal priority framework
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Scenario Planning Session
For those facing a significant financial decision or life change who need to understand the long-term implications of different choices.
Two or more scenario builds
Future Expense Projector application
Scenario Comparison Tool walkthrough
Long-term outcome visualisation
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What to Expect

How a Session Works

Each individual session follows a consistent structure. You come prepared with your financial information, and the session guides you through applying the SavinoRento tools to your specific situation.

1
Prepare Your Data
Gather recent bank statements, a list of regular expenses and notes on any financial goals you have in mind before the session begins.
2
Work Through the Tools
The session walks you through inputting your data into the relevant calculators and interpreting the results in the context of your goals.
3
Review Your Outputs
At the end of the session you will have a set of completed planning scenarios and a clear picture of your current financial position.
4
Continue in the User Space
Your saved scenarios are accessible in the User Space for ongoing review and refinement between sessions.
Person working through individual financial planning session with digital tools
Frequently Asked

Common Questions About Sessions

No prior financial knowledge is required. The Foundation Session is specifically designed for people who are just starting to think about structured financial planning. The tools are built to be intuitive, and the session format guides you through each step at a comfortable pace.
Having recent bank statements, a list of regular monthly expenses and any existing savings information will help you get the most from the session. You do not need precise figures for everything; approximate values work well in the initial stages and can be refined as you gather more data.
The three session formats are designed to complement each other and can be used in sequence. Starting with the Foundation Session and then moving to the Goal-Setting Session provides a structured path through the full methodology. You can also return to any session type as your circumstances change over time.
Ready to Book a Session?

Use the contact form to enquire about any of the session formats. Include which format interests you in your message.

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