Getting the most from your first session

Not sure how to prepare for your first session? Read on…

Think about your goals

When it comes to handling your money, there’s not a right way to do it. It’s all about what matters to you and what you’re aiming for. 

Your first session is  all about getting real with your finances. We’ll chat about where you’re at now and what you’re aiming for next. Once we’ve got that sorted, we can help you map out a plan to reach your goals.

Tell us about yourself

Keep an eye out for a questionnaire heading your way before you speak with us. It’ll give us a better understanding of your financial goals before our session.

Talking about your financial status might feel intimidating at first, but it’s the best way to build a plan. By opening up about things like your income, savings and credit card balances, your coach can make some quick suggestions on things you could improve.

Planning as a couple?

Top tips for making the most of your session


Find a spot where you can chat without interruptions – whether that’s a meeting room at work or a quiet corner at home.


Keep an eye out for a questionnaire  before your session, and take your time to fill it in. Can’t find it?

Send us an email


Be clear on what you want. The best way to make a plan is to start with the end in mind, and it’ll make your conversation much more productive.

Octopus Money Limited is an appointed representative of Octopus Investments Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England & Wales under No. 14069098.

Octopus Money is a trading name of TW11 Wealth Management Limited. Registered in England and Wales (No. 10339119). Authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 763630.

As with all investing, your capital is at risk. If you choose to invest with Octopus Money, the value of your investments can go down as well as up and you may get back less than you invest.