Tools and Resources
The Strategic Money Plan
A two page plan designed to help you visualise your path to being better with your finances. Use the ‘My Checklist’ page to get your finances clear in your head. Use the ‘My Mindset’ page to lay out your money values, milestones, priorities and plan. Download the PDF by clicking here.
The Smart Spending System
Learning to control your day to day spending is the essential foundation upon which your financial wellbeing is built. By separating your money into different accounts, you can make sure you don’t stray with your spending habits from one month to the next. Download the simple diagram here.
The 8 Money Milestones
My 8 Money Milestones is an evolution of Dave Ramsey’s Baby Steps, which I developed to reflect the UK personal finance situation and my own judgement of what matters. They provide a solid framework against which you can assess your daily money habits, behaviours and decisions. Download the PDF here.