Your Exclusive Toolkit Library
Just for you, my lovely club members
A gorgeous Googlesheet workbook for people who hate spreadsheets 🌻
Planning monthly & quarterly is a powerful combination.
An almost done for you spreadsheet, it takes you step by step through each month, and rounds up your Spring, Summer, Autumn & Winter + your cumulative year to date.
There's even a video tutorial I recorded for you.
If you look at this, love it but feel lost getting started, please know you can book a private one to one mentoring session with me from £85.
As a perk in the club you get 15% discount off my services.
Please see those within the perks library.
Paid plan required
Fixed Needs
Flexible Living Needs
Savings & Guilt - Free Spending
Each month, you can see how to portion control your expenses AND forward plan so that unexpected expenses are minimised. Use with your family calendar so you know when that expensive car service is coming up, drop that cost in ahead of time.
Know when your mortgage or rent is going up, birthdays, and those two "free" council tax months - so that you have a proper overview of what your year looks like.
Then you can see how much your guilt free spending is each month and how it fluctuates depending on what else is going on.
Google Sheets for universal access.
Paid plan required
When you know you just want someone to sit with you to sort all your worries out, to talk about how you feel which is immensely cathartic, it's time to book a mentoring session with me.
You can read more in depth detail on my website so you know what's possible: https://budgetingandplanning.co.uk/mentoring/
Paid plan required
Your everyday finances are the foundation beneath all of your life choices.
They influence how balanced you feel in every other area of wellbeing.
When you feel in control of your money, day to day, you can create an exciting, joyful path for your future, one that flexes with real life.
This guide helps you to prioritise your values and guage where you're at, by understanding how both poor & balanced financial wellbeing feels. Comparing the two against the same principles, will help you picture where you stand.
When you know that, you can see what is most meaningful to you to choose to breathe life into next.
Any good gardener will tell you, that to be a good gardener, you have to become obsessed with soil.
For me, to get good and feel inspired with your hard earned money you need to first feel safe, then create strong foundations.
From Self worth, to arguing with your partner, feeling guilty to losing your spark. Our fundamental finances have a job to do, let's do it together
Paid plan required
A short but sweet guide to prompt you to take care of one thing at a time.
Use as an ongoing checklist or as a starter guide.
Paid plan required
A gorgeous workbook designed to ask you coaching questions about what's bothering you, what's underneath that, how would you like to feel and more.
Includes how to talk about money as a couple.
A checklist aligned with this thinking and a future planning section with extra resources.
Paid plan required
Contains my signature financial clarity process
5 step-by-step areas of focus including your honest spending snapshot, will get you thinking deeply about your foundations.
Use this guide ongoing to reset you when you're feeling wobbly
Paid plan required
From your bank accounts to checking your use of credit.
Reviewing how and why you're saving to looking at your bills.
Understanding your entire household income and offering a few fresh perspectives.
This little guide will ask you a few questions, ideal prompts for your own micro check in.
Paid plan required
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