ONE FOCUSED HOUR TO CHANGE EVERYTHING
THE FOUNDATION SESSION
Your life has changed but your finances haven’t caught up yet. 1 hour together and we’ll fix that.
DOES THIS SOUND FAMILIAR?
YOU USED TO FEEL ON TOP OF EVERYTHING
Life has changed and your finances haven't kept up
A new baby, a separation, a new chapter and suddenly the system that used to work just… doesn’t anymore.
You dread opening your banking app
There’s a low-level anxiety you can’t quite explain. Nothing is catastrophically wrong. It just doesn’t feel right.
You know money is coming in but you can't see where it goes
You’re not spending wildly. But the gap between income and what’s left at the end of the month is a mystery.
You've tried budgeting before and it didn't stick
You gave it a go. Life happened. You’re not bad with money the system just didn’t fit.
You just want someone calm to sit with you and help you make sense of it
Not an app. Not a spreadsheet template. A real person who gets it.
Life admin & the household finances just used to work.
Somewhere along the line that changed. You lost momentum.
Other things became more important.
And now it’s clear things need a good helping of TLC.
THEN IT’S TIME TO
get your foundations
BEAUTIFULLY ORGANISED
I’m Lucy Prior, and I’ve spent years helping women untangle their finances at exactly the moment life gets complicated.
Not through rigid templates or generic advice but by listening carefully to your numbers, your life, and your goals, and helping you build something that actually fits.
In one focused hour together, we’ll cut through the noise and get you to clarity. You’ll leave knowing where you stand, what to do next, and perhaps for the first time in a while, genuinely confident that you’ve got this.
This isn’t about creating any restrictions or layering on guilt. It’s about finally having a map that matches the territory & you know which foot to put in front of the other. Let’s keep it simple.
Your everyday budgeting & planning is your anchor, the foundation. You always hold this string.
All the green balloons floating around it represent every other life area that needs attention at different times. You pull one close when it’s relevant, deal with it, let it bob away again.
You’ll find this in your welcome pack and in The Financial Wellbeing Toolkit
PUT THE KETTLE ON, LET’S TAKE A LOOK AT THIS TOGETHER
This is just for you. It will help you to think clearly about some fundamental aspects about your personal finances and enable you to see clear steps ahead. If you’d like the more in depth result, please enter your email address when prompted
THIS IS
THE FOUNDATION SESSION
For the capable woman who is (mostly) organised everywhere in life & now needs her finances to catch up with who she has become.
You’re not a beginner.
You don’t need to start from scratch. You’ve got plenty of life experience behind you but this is all feeling rather discombobulating.
You don’t need a complete financial overhaul. You need your foundations in place, with sufficient knowledge & courage to feel great when speaking with a financial advisor later this year.
You need one clear, focused session with someone who will listen, ask the right questions, and help you leave with a plan that is beautifully, practically yours.
This is where the fog lifts.
And what a beautiful thing that is!
THIS IS WHAT WE CAN DO TOGETHER
WE COVER WHAT IS MOST MEANINGFUL TO YOU
YOUR NUMBERS, MADE CLEAR
We look at your household income, your outgoings, and the gaps in between. We build a picture that finally makes sense. No judgement here thank you very much, just fabulous visibility.
A 12-MONTH BUDGET THAT FITS YOUR LIFE
We map your year; the regular costs, the seasonal ones & the ones that keep ambushing you. You can plan ahead with confidence instead of managing month to month which feels like hand to mouth
YOUR SAVINGS & DEBT ORGANISED
We work out what you can realistically save, where it should go, and how to automate it so it happens without willpower. Building a safety net stops feeling optional and starts feeling possible.
Providing your debt is manageable we create a plan that works for you. If it is unmaneable, causing you emotional stress, we can discuss other resources.
A PLAN FOR PRIORITIES & A SYSTEM FOR LIFE ADMIN
Whether it’s rebuilding an emergency fund, organising bank accounts, diarising renewals or just stopping the last-week-of-the-month panic we’ll create a routine that works for you.
We get specific about what matters most and map a clear route there.
YOUR BEAUTIFUL PLANNER
You’ll receive a thoughtfully designed, fully formulated budgeting spreadsheet that lives in your Google Drive and becomes your calm companion. Accessible on every device.
Simple to use. Genuinely lovely to use which means that it removes friction from the person you’re becoming.
Your identity is shifting towards someone who takes care of their finances in an organised efficient way.
You’ll love this blog about identity here
FATHOM SESSION NOTES & RECORDING
With your permission, I use Fathom AI notetaker so I can stay fully present in our conversation. You can take notes as you wish but the system will have it all built in so you can take more action in the session.
You’ll receive your session notes and a recording link, yours to keep for 30 days.
Nothing is stored by me. Your privacy is of the utmost importance. You can read the mentoring terms & conditions here
YOUR SUCCESS
STORIES
Thank You!
Meet Rosie.
She’s a Foundation Session client. She’s financially literate, has clear goals, earns decent household income, so she just needs the practical architecture to connect knowing with doing. (She’s a typical client, not someone’s real story)
If you’re familiar with and self-aware enough to know your problems, the Foundation Session is for you.
If you’re in a muddle, the Fairy Godmother Experience might be a better fit for you.
The solutions I walk through in this video example:
- Three pot system
- A visual timeline
- How to use your bonus strategically
- Creating an emergency fund.
- Using credit with intention
Is this similar to your story?
HAPPY CLIENTS
Thank you for bringing it all together into one easy-to-see area. I feel reassured that we’re going to be okay and we’ve even got a plan B.
Now we’ve got Billy things are very different especially our finances! You’ve helped us see how we can save a little for him, a little for us & keep our decisions firmly locked in as a couple
I love love love this spreadsheet 🩷
Sunday mornings, my favourite candle burning in the kitchen, big pot of coffee and my laptop, I now feel like a proper grown up at 55!
Having got divorced 6 months ago, I really wanted to feel secure, steady & capable of relying on myself. For the first time in decades I feel liberated & independent. THANK YOU x
I’ve always earned well so never felt the need to create a plan. Now I’m a mum, life has taken on a new meaning.
I actually feel a bit sick thinking about all the money I’ve wasted, but I can’t do much about that now.
I’m so happy with my fresh new plan & can’t wait to book our summer holiday & pay off the credit card the moment the bill comes in instead of the trip costing us so much more than what I booked it for!
Oh my the money I’ve spent on paying interest is criminal!
Thank you for helping to see it all clearly I’ll not take my eye off the ball again!
WHat does it cost?
One hour of calm, focused, personalised financial mentoring with a plan you’ll use every month & year.
£85
THE FOUNDATION SESSION
✓ 60-minute 1:1 mentoring session via video call
✓ Your personalised budgeting Google Sheet – save a master copy to use each year
✓ Fathom session notes & recording (30 days)
✓ Signposting to any additional resources you need
✓ Option to book follow-up sessions at £40 for 40 minutes
Spaces are limited each month so I can give every client my full attention.
GOT SOME
QUESTIONS?
What if I'm embarrassed about where my finances are?
You’ll be met with compassion, not judgement. Nothing you share will shock me, and everything will make sense once we untangle it together.
The women who get the most from this session are often the ones who arrive most nervous. You are safe here.
Do I need to be good with numbers?
Not at all. 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.
I hated maths at school so I totally get it, that heart palpitating fear is real!
What if I've tried budgeting before and I couldn't get on with it?
That usually means the system didn’t fit your life not that there was something wrong with you.
I don’t squeeze you into a generic template. We build something around how you think, feel and live. That’s why it sticks.
How much time will I need after the session?
Just small, gentle pockets of time to try the tools we build together. Most women weave this into daily life as I have done. Sunday mornings, a quiet half-hour with a cup of tea. It’s designed to fit around you.
What if this session isn't enough and I need more support?
That’s absolutely fine. Many clients use this as a standalone session; others find they want to go deeper. If that’s you, the Fairy Godmother Experience; three sessions of guided, emotionally-led financial mentoring might be the right next step.
Or a 45 minute top up session could be ideal, especially if having an accountibility partner will support you
Do I need to share my bank details or account access?
Absolutely not.
You stay in control of what you share and how you share it at all times. If we do your budget together over a screen share, you will be using your planner that I have no access to.
One piece of your workbook that enables you prioritise when the world is telling you to do all the things, all at once.
take the next step
£85
THE FOUNDATION SESSION
✓ 60-minute 1:1 mentoring session via video call
✓ Your personalised budgeting Google Sheet – save a master copy to use each year
✓ Fathom session notes & recording (30 days)
✓ Signposting to any additional resources you need
✓ Option to book follow-up sessions at £40 for 40 minutes
TERMS & CONDITIONS
Please book a free chat with me if you’d love to book a session OR if you’re unsure if this is going to be right for you. You can try me on for size!
The connection we make on this call will help you to feel confident I’m the right person for you – OR NOT as the case may be.
This call is also super helpful to establish what you need to bring with you on the session – if you’ve paid for a session without our pre-chat I’ll add on this bit of extra time if we need it so that you can gather things together before we get started.
All details of this are sent to you in your welcome pack but of course, what you need to bring will differ depending on what we’re going to work on.
