£7.00
A gentle workbook to reset your finances when life’s got messy. Reflect, plan, and take calm, step-by-step action. Perfect for midlife and beyond.
Gentle guidance to get your finances, and your mindset, back on track.
If managing money has been pushed to the bottom of your to-do list, you’re not alone.
Whether life got in the way, your priorities shifted, or it’s just never quite clicked before—this is your moment to reset.
This workbook was designed for you—the one ready to feel more in control, less overwhelmed, and finally confident about making money decisions that support your season of life.
When money and life admin get messy, it can feel huge to untangle.
But the truth is: you don’t have to know everything. You just need a calm, guided place to start.
This workbook doesn’t throw jargon or pressure at you. Instead, it walks you step-by-step through the why and the how of managing your money in a way that fits who you are today and who you’re becoming.
This is your space to pause, reflect, and make grounded decisions, without going it alone.
Inside, you’ll find:
Top Tips to get you in the mindset to begin (even if you’ve been putting it off for months)
Step-by-step actions to reflect on your past, assess your present, and prepare for the future
Self-reflection prompts to help you untangle old habits and make values-aligned decisions
A kind, practical balance of “How to” and “Why to” so your plan actually sticks
A sense of progress, not perfection—and permission to go at your own pace
This workbook is ideal if:
You’ve been feeling unsure where to begin with money
You want something more personal than a spreadsheet, but more structured than a blank page
You’re craving gentle clarity, not financial jargon or shame
You know it’s time to evolve your relationship with money in this next phase of life
“Often when we try to ‘project-manage’ our finances, our thoughts go in circles.
This workbook helps you find clarity—by asking the right questions, gently, one step at a time.”
Pair this with a 1:1 Mentoring Session → for personalised guidance
Follow along on Private Facebook Group for money tips and encouragement
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