RESOURCES



Let's get your finances in order!



personal finance resources



Resources come with instructions, feel free to get in touch if you need assistance



Money Makeover One Pager



PERSONAL



This Money Makeover One Pager will guide you through various areas of your finances and help you take control. Start the process of improving your financial position using prompts about your money habits, methods of spending appraisal, building a financial plan, and more.

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Budgeting Tool and Financial Planner



PERSONAL



This resource will be useful if you are wanting to improve your financial position, gain clarity on what is and is not working, and identify the changes needed to improve. The worksheet is pre-filled with formulas so you do not have to worry.


The Budgeting Tool helps to identify your monthly income and expenditure and clearly see whether you are overspending or have a surplus at the end of the month.

The Financial Planner goes one step further with your money management by creating a 12-month plan to help you achieve your goals! Whether you want to save a deposit for a property, build an emergency fund, or tackle debt - this tool will help bring clarity and confidence to those plans.


(Instructions included)


£9.99

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Net Worth Tool



PERSONAL



The route to financial freedom is through building wealth. Your Net Worth is a value representing your wealth on a specific date. Knowing your net worth is key to creating financial freedom. Use this calculator to find your net worth, identify your shortfall, and what needs work.


This worksheet comes with prefilled formulas, so, you can simply plug your numbers in and analyse your net worth with ease.


(Instructions included)


£4.97

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business finance resources



Resources come with instructions, feel free to get in touch if you need assistance



The Startup Finance Manual



BUSINESS



The Startup Finance Manual provides an introduction to starting your business journey. With six chapters and 24 points, you will definitely finish reading this guide feeling more confident.


It will introduce you to safeguarding your personal finances, business formation, protecting your business, planning for business success, tax planning and, managing and Reviewing your finances.


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Lean Canvas Business Model



BUSINESS



A Lean Canvas is a mini business model, displayed compact on one page!

Compressed to allow you to view the entire business plan at a glance, it will assist you in simplifying the business plan and provide a clear concise snapshot. Use the Canva to create clarity of your business offering.


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Cashflow, Sales and Budgeting Forecast



BUSINESS



Plan for the financial success of your business using this comprehensive business finance pack. Filled with easy to use worksheets and pre-filled formula, this pack will help you manage your business finances with ease.

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The Cashflow Forecast helps you identify and prepare for a shortfall in cash and utilise surpluses.

The Sales Forecast allows you to analyse the impact of a change in sales volume, price and incentives.

The Budget Forecast is great for planning for the future income and expenses of the business and identifying how much money you will make. Feel confident knowing what success will look like for your business.


(Instructions included)


£19.97

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KRYSTLE McGILVERY



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