Financial Diagnostics “GroundCheck”
We review your income sources, liabilities, and spending patterns, capturing mobile money flows, bank statements, and cooperative contributions. The result is a risk-highlighted profile with actionable priorities.
What we deliver
Comprehensive services for disciplined financial progress
Our services translate financial theory into practical routines tailored to Ghanaian incomes, obligations, and regulatory expectations. We work alongside individuals, families, social enterprises, and SMEs seeking clarity and accountability.
Service catalogue
Every service blends diagnostics, coaching, and documentation to keep your financial progress traceable.
Budget Oversight “PulseGuard”
Monthly accountability with dashboards, variance analysis, and spending rules. Reports are designed for easy sharing with spouses, board members, or accountability partners.
Investment Literacy Workshop
A focused programme that explains treasury bills, mutual funds, GSOP structures, and responsible investing through Ghanaian case studies. Suitable for teams and community organisations.
Organisational Spend Governance
We help NGOs, schools, and SMEs align budgets with strategic plans, create approval flows, and document procurement decisions to meet donor and regulatory expectations.
How engagements unfold
Our process ensures that every engagement is structured, collaborative, and measured.
- Discovery call to outline objectives, constraints, and desired outcomes.
- Data request checklist covering statements, contracts, and relevant policies.
- Analysis and recommendation drafting with measurable milestones.
- Implementation coaching and progress monitoring using shared dashboards.
- Quarterly reviews to reposition strategies in response to market or life changes.
Who benefits most
We customise service depth to match the needs of different client groups while maintaining clear documentation and governance.
Households and professionals
Ideal for salaried workers, gig professionals, and dual-income families balancing education, home-building, and kinship commitments.
Small enterprises
Traders, agri-processors, and service firms that require structured cash-flow management, expense approvals, and reinvestment planning.
Social impact teams
NGOs and cooperatives seeking transparent budgeting, donor-ready reporting, and compliance with Ghanaian financial regulations.
Deliverables you can expect
Every engagement produces documented insights and tools to support decision-making beyond our sessions.
- Customised financial plan with sensitivity scenarios and milestone map.
- Access to a secure dashboard covering spending trends, forecasts, and alerts.
- Policy and governance templates aligned with Ghanaian statutory requirements.
Ready to define your scope?
Share your objectives and we will outline the engagement structure, timeline, and information needed for a productive start.
Start a scope conversation