Case study · Buzz Money Coach
Money coaching for the owner's own money
An accountancy practice sees a business owner's company accounts every year. Their personal money, the pension they keep meaning to sort and the spending that drifts, sits outside those conversations. Buzz Money Coach was built for that gap.
Four steps, each with its price on it
A client can stop at any step. The free tools work out the answer in the browser and show it straight away; the email box comes after, for people who want the report kept.
- 01Free
The free tools
The money type in two minutes and the Financial Freedom Score in about seven.
- 02Free
Financial Healthcheck
A bank account connected read-only. The optional 45-minute session is £39, waived for Buzz Accounting clients.
- 03£399
Money Road Map
Twelve months written down, with four sets of ninety-day goals and a date against every action.
- 04£69 a month
Ongoing coaching
A session a month worked against the road map. Cancel any time, or pay as you go from £39.
When a decision needs regulated advice
Coaching covers habits, spending and planning. It is not regulated financial advice. When a client needs a recommendation on a pension, an investment, protection or a mortgage, they are introduced to Equity & General (FCA 474163), the authorised firm. If they become its client, Equity & General pays Buzz a commission, and the client is told before the introduction.
The Financial Freedom Score
Twenty-two statements across eight areas, each rated from 0 to 10 and scored out of 100. The printable report gives a tip for every area, and the weakest one is called out first.
- Cash flowOn track
- Monthly budgetOn track
- Emergency bufferStart here
- BorrowingNeeds attention
- SavingsNeeds attention
- ProtectionPriority
- Future planningOn track
- ConfidenceNeeds attention
Example result, drawn for this page.
What's your money type?
Twenty statements sort into four patterns. Each type comes with what it costs, what it is good for and one question to think about, so every result has an upside.
The Avoider
Looks away from money because it is uncomfortable.
The Chaser
Feels more money would fix it, and the number keeps moving.
The Scorekeeper
Reads what they have as a measure of who they are.
The Guard
Careful, private and prepared. The most protective type.
Statements and scoring are Buzz's own, written from published research on money beliefs.
Behind the session
The coach prepares in Buzz OS
After the Healthcheck the last few months of a client's bank account sort themselves into real spending. The coach reads a preparation note in Buzz OS before the call: the spending patterns, how ready the client is to talk about each topic, and what to leave alone today.
Checkout for the Money Road Map and monthly coaching runs through Buzz OS too, with every price held in one product catalogue. A five-part welcome sequence goes to everyone who signs up, sent through Brevo from the site's own domain.
Spending patterns
Takeaways and deliveries up in each of the last three months. Two subscriptions unused since spring.
Ready to talk about
Leave alone today
Pension. Raised it last month and it went quiet.
Illustration. The client and figures are fictional.
Where it got to
Selling to Buzz Accounting's own clients
The site takes sign-ups and runs both tools, with checkout through Buzz OS. Its warmest audience is the business owners Buzz Accounting already serves. A library of UK guides with 2026 figures and worked examples is linked from the accounting, coaching and legal sites.