Combined Financial Planning Pack

We're starting with the FUNDAMENTALS here!

Sometimes to make a change, you just need to roll your sleeves up and DIG RIGHT IN!😜

Are you wanting the following?

🔔To feel confident about your money?

🔔Clarity about what is happening with your cash?

🔔A financial plan on how you with get to XYZ?

Well, we've grouped together some of the tools that we use to help our clients build wealth and feel good and confident about money!

We usually sell these individually, but we know that the success of our past clients is down to them using ALL of these sheets together, not SEPARATELY...

⬇️Let's dive into what this pack can do for you⬇️

Benefits of this Pack

Other users were able to use these worksheets to:

• Clear £8k worth of debt in 9 months instead of the expected 3 years!
• Save for and buy a home within 1 year - they started with £0 savings!
• Payoff 6 out of 12 credit cards in 11 months (debt balance on day 0 was £45k). Debt after 12 months is £26k
• Realise how easy it was for them to earn how much they wanted by making a few tiny tweaks (freelancer client)
• Stop hiding from their bank account worried about what they may see!

What's included

The pack includes the following:

✅Budget Tool

Get clear and confident about your monthly income and expenses. This tab feeds (swanky)🤓 into the 12-month Financial Planner below and is the starting point for building a year-long strategy...

✅12-month Financial Planner

This is the magic!🧙🏽‍♂️ Plan your finances for a FULL 12 months and know how much you can save, spend and invest. Use this to build a debt clearing plan or save for a big holiday! 🌞You'll be able to see what happens if... you save an extra £50 per month or cancel a subscription, for example!

✅Net Worth Tool

This is NOT reserved just for the rich 🥸you too have a net worth! Calculate how much you are financially worth today and compare it month by month with the...

✅Net Worth Tracker

Now this baby allows you to compare your net worth month by month! It is important for your net worth to increase every month. 📈This tracker allows you to do that, and identify where you need to make some tweaks to increase it going forward!

✅Debt Tracker

This simple sheet allows you to total up all of your debts, and get a clear picture of where you stand. 🧍🏽Use this information to update the Financial Planner and create a debt clearing strategy. Also, this is useful in identifying which debt to pay off first (largest balance or highest interest rate - each strategy has its benefits)🏆

The downlow

We'll be making tweaks, linking more of the tabs together and creating accompanying videos very soon!! So feel free to take advantage of the low price now and have access to the revised versions later!

Got questions?

Does it come with instructions?

Yes! Each tab is accompanied by an instructions tab, with guidance on what each element of the sheet means. (We are working on a more comprehensive instruction pack, such as videos and linking documents - this will come soon and cost more.)

Do I need to be good at excel to use this?

Not at all! All the formulas have been created for you. All you need to do is plug some numbers in and let it do its magic!

Who created the worksheets?

Fair question! These were curated by a team of qualified finance professionals (accountants, financial advisers...). They use worksheets just like this to manage their own finances and regularly build bespoke tools for their clients too.

Can I get extra help?

Yes, absolutely. We are always on hand. Ping us an email at support@wearemindovermoney.com or message us on Twitter

*Feel free to give us a follow! We regularly hold IRL and online events, talking all things money!!