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Financial Health Planner - Excel File

A COMPREHENSIVE budget template that I use with my clients in our one-to-one coaching sessions. The first step to financial wellness using the "WISE" framework is "W - What are you earning & spending". This is the KEY to unlock your FUTURE WEALTH so carve out some time, put your phone on silent, turn on some focus music…and begin...

  • Gain a sense of control over your wealth and wellness

  • Generates an automated Spending Summary

  • Creates your Budget Plan based on your earnings and expenses

  • Includes functionality to play around and tailor your budget based on your results

  • Calculates financial health metrics to help you set goals, and track how you are doing 

Financial Health Planner - Excel File

£29.99Price

    Farah Juma Wealth & Wellbeing is not authorised or regulated by the Financial Conduct Authority (FCA) and does
    not provide regulated financial advice. If you require product specific financial advice, then you should consult a Financial Adviser, who will be able to advise you about different financial products and will assist you to decide which ones are suitable for you. You should check that they are regulated by the Financial Conduct Authority (FCA), and comply by the standards set by them.

    ​Farah Juma Wealth & Wellbeing is a division of Empowering Wealth Ltd. Registered Office: 86-90, Paul Street, London EC2A 4NE. Registered Number: 16062281. Registered in England & Wales. 

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