When it comes to financial well-being, having access to the right resources
can make all the difference.
Please make use of our free downloadable resources that can help you on
your journey to financial wellness.
Budget Planner
Take control of your spending with our budget planner. This budget covers the income of two people, fixed outgoings (council tax, utilities and insurance etc), Variable outgoings (groceries, petrol), and any additional spending. It also accounts for any other outgoings like (savings, investments or debt repayments).
Goal Planner
Setting goals can be hard. This tool has 2 sheets, 1 for personal goals and another for business goals. It splits them into
short-term and long-term goals.
It should help you prioritize and plan for the future
you want and deserve.
Goal Grid
As well as apps and spreadsheets, it can be helpful to have a visualisation tool that works by dividing a square into a hundred and colouring in one square every time you pay off 1% of your debt.
