Midlife Guide to Financial Wellbeing Toolkit

🌿 Midlife Guide to Financial Wellbeing Toolkit

A beautifully guided workbook + Google Sheet to help you take control of your money—with clarity, confidence, and calm.

Whether your finances feel chaotic, confusing, or like something you keep putting off, this Toolkit is designed to help you pause, reflect, and take simple steps forward.

Created especially for women in midlife, this practical yet deeply supportive bundle gives you the tools to shift how you think about money—and what you do with it.

🪴 Part One: The Guided Workbook (15 pages)

Before we dive into numbers, we start with you.

This beautifully designed PDF helps you explore your relationship with money—what’s shaped it, what’s been getting in your way, and what you actually want it to feel like.

You'll be guided through 3 gentle but powerful phases:

• Awareness – Understand how poor and strong financial wellbeing show up in your daily life

• Taking Stock – Get clear on where you are right now with money, and learn how to measure real-life progress

• Looking Ahead – Start planning for the real stuff—like family costs, unexpected bills, or that dream you’ve been quietly carrying

💬 “Self-identifying is powerful—it gives you the words and the awareness to finally make a change.”

📊 Part Two: The Google Sheets Budgeting Template

This is budgeting made clear, clean, and completely doable—even if you’ve never used a spreadsheet before.

• Know exactly what’s left over for guilt-free spending

• Plan ahead for expensive months like weddings, holidays or car repairs

• Get step-by-step guidance with a written walkthrough + video tutorial

• Tabs are compartmentalised so you’re never overwhelmed

Includes: ✅ Cashflow budget for today + the year ahead
✅ Savings & debt tracking
✅ Planning for large expenses
✅ A flexible system that works with your banking app or pots

💡 Why You’ll Love It:

This Toolkit saves you hours of confusion and months of mental clutter.
It gives you a system and a mindset reset—so money becomes a part of your life you actually feel good about.

It’s written with midlife women in mind, but it’s here to support anyone ready to stop feeling behind and start feeling in control.

"You know that feeling when the dishwasher is empty, the kitchen’s clean, and the coffee’s brewing? That’s what budgeting with a plan feels like. You’re on the front foot—finally.”

🎥 BONUS: Watch my free mini video series on Financial Wellbeing – Part 1 →

Got questions? Contact me here →
Curious about 1:1 support? Explore Mentoring Sessions →

Take a quick tour around the workbook and hear me chat about the toolkit >