Services

One engagement, built around your actual numbers.

Pirie does one thing and does it thoroughly. No products, no commissions, nothing sold — a flat fee, quoted in full before any work begins.

The Engagement

Budgeting & Cash-Flow Planning

A budgeting app tracks what you already spent. This is a built plan for what comes next: a private conversation about your income, obligations, and goals, followed by a plan constructed entirely around your own numbers — then a walkthrough, line by line, until you could explain it to someone else.

Every plan is written in plain language. The risks and trade-offs are put on paper, not left implied.

You leave with

A cash-flow map of where every dollar goes each month
A budget you can actually keep, built on your real numbers
A savings schedule tied to the goals you named
The working Excel file — yours to keep and adjust
A plain-language summary of the key risks and trade-offs
Ongoing access to your private client portal

One flat fee, quoted in full after the intro call. Most engagements fall between $250 and $500, depending on complexity. For one person or a household — couples are a single engagement at the same fee.

After the Engagement

The plan lives in your portal

Your plan, your Excel file, and your meeting notes live in a private portal, alongside a quiet record of your net worth and goals — updated together at check-ins, not synced from your bank. Pirie deliberately doesn't link to your accounts: the point of an update is the conversation around it.

Questions between reviews are welcome by email, any time.

Getting Started

Request an introduction

Pirie takes on clients based on fit. If a client or friend sent you here, mention who. If not, write anyway.

Request an Introduction

Or write directly at hello@piriecapital.com