Mentoring
Your fairy godmother for when you’ve lost your way
(Or perhaps, you never even found it!)
MANY CAPABLE WOMEN FIND THEMSELVES HERE…
“I DON’T KNOW WHERE TO START”
You've lost your confidence
It seems a huge project to tackle. So you don’t. And you feel so bloody embarrassed that you’re even in this place.
Your season of life has changed.
You want and need different things now and you don’t know how to change tack. You’ve tried budgeting before and it didn’t work, so now you’re discombobulated.
You want more financial independence
To feel safe, secure. Whether you’re in a couple or living solo your peace of mind craves this.
You want to begin investing but you need your basics on solid ground first.
Something's not working
It’s groundhog day and you want to change your story. Overspending, not knowing where it’s all going & rarely feeling on the front foot. It’s time…
IT’S TIME FOR
A Fresh Approach
Evolving your Knowledge & Confidence
Most of us aren’t taught how to manage money in a way that feels natural, supportive or emotionally safe. You’ve pieced things together as best you can, juggling work, home, family and a thousand invisible responsibilities.
Of course you feel stretched. Of course it feels confusing. Of course you’ve reached the point of “I can’t keep doing it like this.”
There is nothing wrong with you.
You don’t need more willpower or discipline. You simply need a fresh vision or idea of where you want to get to so that we can create your process, one that understands how your life actually works.
Our behaviours, our relationship with money is the biggest piece of the puzzle. We layer on practical application and accountability ideas.
Imagine what it would feel like
To open your banking app without that feeling of recoiling from your phone or sweating slightly.
To know exactly what needs paying and when without you sighing and cursing.
To have a simple system that you understand and enjoy holding the reigns of. It even looks gorgeous on your laptop & iPad.
To feel clear, organised and genuinely proud of how you manage your money. Peace of mind is underestimated.
Imagine feeling so confident that you can teach your teenagers about managing money, so they don’t make the same mistakes you have.
This is what happens when overwhelm softens, structure arrives, and money stops feeling like a scary external thing you have no control over.
- You make decisions with ease because you KNOW.
- You plan without panic because you know what’s most meaningful to you. You can now say “Lovely but no thanks” as well as a hearty “Yes please” with certainty
- You save with purpose because having financial resilience has become a new value in your life.
So, life starts to feel steadier, calmer… more yours. You don’t need perfection. You don’t need to be perfect.
You just need a pathway, and whilst you’re learning, a guide to walk it with you, one step at a time.
Want to understand the differences between Mentoring, Coaching, Advice & Guidance? I’ve written an article here
this is what we craft together
The four foundations
Your money, organised beautifully.
1. Emotional Confidence
This is a safe space to unpack your money story without shame, pressure or judgement. I will listen, ask emotionally resonant questions so that I can guide you with compassion. We’ll explore what’s been getting in your way and how to move forward with fresh eyes.
2. Clear Step-by-Step Structure for Financial Competence
No more guesswork. No more wondering “am I doing this right?” Together we build a simple, supportive pathway you can follow with ease. One that turns your frazzled thinking into clarity and keeps you moving in the right direction.
3. Practical Systems That Save Time & Headspace
From life admin to spending plans to tracking what matters, we design systems that fit your brain, your lifestyle and your energy. Not complicated. Not rigid. Just beautifully functional tools that make everyday money management feel lovely.
4. Evergreen Creative Living
Your finances should support the life you want, not stifle it. We weave in gentle lifestyle planning, seasonal rhythms and future-thinking so your money becomes a partner in your joy, not a barrier. This is where intention meets inspiration.
The Five Golden Outcomes
What you can confidently walk away with – depending on your most pressing priorities.
1. Life Admin Organised & Under Control
No more missed renewals, forgotten bills or financial clutter. Together we streamline your essentials so you feel clear, prepared and quietly proud every time you open your inbox or banking app. You’ll also be saving money.
2. A Clear, Repeatable Lifestyle Plan
You’ll leave with a realistic plan for the next 3, 6 and 12 months, time permitting.
A plan that guides your choices, reduces stress and moves you forward with intention instead of a headache. A rhythm you can rinse and repeat, forever.
3. A Beautiful Foundational Budget That Actually Works
We create a simple, gorgeous budgeting system that slots into your life.
You’ll know what you have available to spend, how much to save and how to reduce the volume of & navigate, unexpected expenses.
4. Savings With Oomph (and No More Dipping In)
You’ll build savings that feel meaningful and exciting!
The kind you want to add to, not endlessly borrow from. Your money finally feels like it’s growing with you, not slipping through your fingers.
5. Pride in Your Evolving Relationship With Money
This is where the magic really happens.
You’ll feel grounded, capable and rooted in your values.
Making decisions with intention, partnering with loved ones more smoothly, and knowing you’re co-creating a life you’re excited about.
DIP A TOE IN
I HELP YOU LOOK UNDER THOSE ROCKS, IT’S LIBERATING!
REAL LIFE
TRANSFORMATIONS
36% of employees have taken time off work due to finances*
79% of us with money concerns experience an impact on our mental wellbeing**
Now we have a baby my salary is being split in ways I hadn’t really got my head around.
Our joint & now very different incomes including child benefit was confusing me. Our outgoings as new homeowners were creating sleepless night blurriness & not just because of our newborn!
Thank you for bringing it all together into one easy to see area and helping us to realise our new financial priorities. I feel reassured that we’re going to be ok and we’ve even got a plan B.
Well that’s me sorted!
Thank you Lucy I didn’t realise how confused I’d become. My husband used to do most of this, which was a bone of contention, and now we’re getting divorced, I’ve got a new life to live!
I love being organised but I’ve been in such an emotional state that I’d forgotten how. I feel liberated now and I love love love this spreadsheet!
Sunday mornings, my favourite candle burning in the kitchen, big pot of coffee and my laptop, I feel like a proper grown up at 58!
Maths has always scared me. I’m ashamed to say that I’ve overspent for years partially because I can’t seem to make the numbers make sense and partially because the consequences didn’t resonate.
I can’t believe I’ve wasted so much money it makes me feel sick. I could have had a very different lifestyle now if I’d only learned all this before.
But for the first time, I feel hopeful.
I’m going to have a huge declutter, sell as much as I can and look forward to my weekly budgeting updates. Thank you for being so patient with me.
WHAT TOOLS DO YOU GET?
A GoogleSheet
You will love this one.
It’s accessible on every device and is simple. It. is also rather lovely, so my fellow stationery addicts can celebrate. It is your perfect companion. We can of course just use pen & paper. But I’ll show you the enormous benefits of forward planning with budgeting, all fully formulated for you. It lives in your Google Drive. Make two copies, one master file you use to copy from again and again.
A WORKBOOK
So that you can not only take notes but have something to ponder over and get you thinking differently. It will enable you to keep going long after our sessions have ended.
You can print it or use it digitally.
Created in Google Docs making it easy to use and access, it will keep safely with your google sheet in your drive.
TIME TO THINK
There’s no rush. I will ask you questions to help draw your answers out, guide you so that you can get unstuck. Share some much loved & used lived experiences.
We do things at YOUR pace not mine.
The psychology of money is fascinating and we know that our behaviours are at the root of our financial wellbeing.
We balance this with the practical application of planning and managing your numbers.
Peaceful time, the right questions, thoughtful planning, and you’ll create something wonderful.
CONFIDENTIALITY
In our sessions I will use Fathom Notetaker that records and creates the notes that will be sent to you. You will be emailed the video recording and notes from each session, unless you would prefer not to be recorded. These automatically delete after 30 days, only you have access to them and you can download the video to keep forever. Fathom Privacy Policy
Your spreadsheet is yours I have no access to it. Sharing the screen with me puts you in the driving seat, I can guide you whilst your confidentiality is maintained.
Terms and Conditions can be read here
DO YOU HAVE SOME
QUESTIONS?
FAQ
You have access to all my free content on social media.
You can read more on Blogs, Linkedin and Substack articles
You can hear me guest speaking on Podcasts & BBC Radio Kent
You can watch me on (slightly wonky) Youtube video tutorials
If I’m your kind of person then here’s some other Q&A’s to help you to make the right choice
What if I'm really bad with numbers?
You don’t need to be good at maths.
You just need a willingness to show up.
I guide you step-by-step, using simple, visual ways of understanding your money.
Many clients arrive scared of numbers… and leave feeling calm and capable. Truly.
How much time will I need between sessions?
Just small, gentle pockets of time to reflect and try the simple tools we build together. Most women weave this into daily life. Sunday mornings, quiet evenings, or a cosy half-hour with a cup of tea.
I’ve tried budgeting so many times before. Will this really work for me?
Yes because this isn’t just a template or a quick fix. It’s not a financial diet you won’t be craving to go shopping!
It’s a guided experience built around how you think, feel and live.
We don’t squeeze you into a generic system, we create one that fits you beautifully. Using a framework that I know works.
That’s why it sticks.
If I dont enjoy the session can i get a refund?
Absolutely. I want you to feel safe and supported in this process.
If you attend session one of the three in the Fairy Godmother Experience, and genuinely feel the experience isn’t a good fit, you may request a refund by email within 24 hours, and your payment will be returned in full. Or tell me on that call & I can sort it out quickly with the minimum of fuss.
My goal is for you to feel held, not trapped, so yes, you do have a gentle safety net.
See MENTORING TERMS & CONDITIONS
can I share my toolkit with someone?
Please don’t for these reasons:
- It might not be quite right for their needs so they don’t enjoy the product which will be more than a shame!
- I have put a lot of time and effort into everything that I do, there are a lot of free resources you’re welcome to share but as a small independent business, clients paying for my products enable me to continue to be generous with the freebies. And earn a wage!
- My unique products are protected by © copyright law so it is my right to extend this to any unauthorised sharing, distribution or selling of my work. You can see more here https://www.gov.uk/copyright
What if I feel embarrassed about my finances, or get upset?
You’ll be met with compassion, not judgement. I cried with a client recently as her story was very emotional. You don’t get that with an app do you?
Nothing you share will shock me and everything you share will make sense once we untangle it together. You are safe here.
Is this only for women?
Although most of my clients are women, occasionally couples, the experience is open to anyone who resonates with my approach: calm, structured, shame-free financial mentoring. If it speaks to you, you’re most definitely welcome.
Do I need to share my banking details?
Absolutely not, you must not.
You stay in control of what you share and how you share it. You can work on your spreadsheet without me seeing it if you like. It does of course make it easier if you do screen share with me during our session but you don’t have to.
Terms and Conditions
Your copy is here please take a look
The short version if you want to take a super quick look:
What if I need to reschedule?
No problem — you can reschedule with at least 24 hours’ notice.
Sessions cancelled with less notice may be forfeited.
Are the sessions recorded?
Only with your consent.
Recordings and notes are handled by Fathom, a secure AI notetaker.
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You receive recap notes + a temporary link to the recording
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You can download the recording if you wish
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All recordings and transcripts are automatically deleted after 30 days
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I do not store copies
Will my information be kept confidential?
Yes. Everything you share is private and confidential, except where required by UK law (e.g., safeguarding concerns).
Is this regulated financial advice?
No — this is mentoring, guidance and support.
I don’t give investment advice, tax advice or debt counselling.
I help you create clarity, structure and confidence in your everyday financial life.
Stats
* Finwell Training for Employees Jan 2025
** IFA Financial Worries Report Jan 2025
Websites I enjoy that you might like too:
https://investinginsiders.co.uk/
https://www.moneyhelper.org.uk/en
