Program · 6 weeks
The Personal Finance Reset Program
Get a complete, honest picture of your money and set up a simple system that runs every month.
Enroll — $247The problem it solves
Money stress usually comes less from the numbers themselves than from not knowing them: accounts nobody has looked at, subscriptions running in the background, and a budget abandoned in February.
This program walks you through a full reset in six weeks: list everything, see where it goes, build a spending plan you can follow, set up a debt and savings order, automate what can be automated, and install a monthly money review. It is educational and practical. It does not provide investment, tax or legal advice.
What’s inside
Self-paced, 6 weeks · PDF workbook with spreadsheet templates · About 1–2 hours a week
The money inventory
A worksheet for listing every account, debt, subscription and regular bill in one place.
Spending review
How to categorise three months of transactions and find the leaks without shame.
Six weekly modules
Inventory, spending, the spending plan, debt order, savings and buffers, and the monthly review.
Spending plan template
A simple monthly plan built around your real income and fixed costs.
Debt and savings order worksheet
A framework for deciding what to pay down and what to build first.
Monthly money review checklist
A 30-minute monthly routine that keeps the system running.
Who it’s for
- You avoid opening your banking app because you do not want to know.
- You earn a reasonable income but it disappears and you are not sure where.
- You want a simple system rather than an elaborate budget you will abandon.
Who it isn’t for: This is general financial education. It is not personalised financial, investment, tax or legal advice. If you are in serious debt or facing legal action, please contact a qualified adviser or a free debt-advice service.
Price
$247
one-time payment
Enroll — $247After checkout you will see a confirmation and receive a receipt. Your program materials are emailed to you about five minutes later, and the full workbook is on this page to download straight away.
Questions
Do I need any software?
No. The templates work in any spreadsheet app or on paper.
Will you recommend investments?
No. The program covers organisation, spending, debt order and savings habits. It does not recommend products.
When does it start?
Whenever you buy. The full workbook is on this page to download immediately, and your materials are emailed to you about five minutes after checkout.
Is there live coaching?
No. There are no live sessions and no written feedback. It is a self-paced program you work through yourself.
Is there a certificate?
No credential, certification or licence is issued. If you would like one, we can provide a plain certificate of completion; it is a record of participation only.
Is this professional advice or therapy?
No. It is educational coaching and structured practice. It is not medical, psychological, financial or legal advice.
The Personal Finance Reset Program
Get a complete, honest picture of your money and set up a simple system that runs every month.
Enroll — $247Your workbook
Download the full program workbook here, straight away. The same workbook is emailed to you a few minutes after checkout.
The Personal Finance Reset Program — Workbook
29-page PDF · 8 modules · 16 worksheets · 12-month tracker
Download the workbook (PDF)Educational material only. Not financial advice, and not written by a licensed financial adviser. For investments, tax, pensions or debt restructuring, speak to a licensed professional who knows your circumstances.