Understanding and managing your personal finances is one of the most essential skills for any business owner, yet it’s often overlooked. In this module, I’ll walk you through everything you need to take control of your money, create a solid financial foundation, and develop lifelong skills. With clear guidance, practical tools, and worksheets, you’ll build confidence in managing your personal finances like a pro.

• Financial Roadmap: Together, we’ll map out your financial journey and set you up for long-term success.

• Personal Money Wellbeing + Worksheet: Learn how to build a healthy mindset around money and reduce financial stress.

• Position & Budget Creation + Worksheet: Create a realistic budget that aligns with your goals and lifestyle.

• Banking Overview: Understand how to make the most of your banking options.

• Banking Stocktake + Worksheet: Get clear on your current financial position with a full banking review.

• Banking Set-Up + Worksheet: Learn how to optimise your accounts and set up your finances for efficiency.

• Management Tips: I’ll share practical strategies for staying on top of your personal finances.

• Money Goals Worksheet: Define your financial goals and create an actionable plan to achieve them.