In order to form new financial habits and re-write limiting beliefs about money, moving past wealth blocks, we need to be able to take consistent and perisistent action.


I use this wealth strategy template with my 1-2-1 clients to enable them to plan each month how they will:


  • Spend on the things they VALUE
  • Save for the things they SEEK
  • Invest for the things they DESIRE


Use my template to map out with intention how you spend, save and invest for your money.


Make your money work as hard as you did making it.

Wealth Strategy Template