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WEALTH DASHBOARD

A monthly financial planning system to get your finances sorted by December  

includes a live monthly accountability session that makes you stick to it

Set your financial destination, build a plan that'll get you there, and show up once a month (on Zoom, with me) to keep it on track. 

By the end of 2026 you'll know exactly where your money's going, what it's doing for you, and how close you are to the goals you actually care about.

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Perfect for women who want a clear financial plan + a standing appointment to make sure you actually stick to it

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FEATURED IN:

WALL STREET JOURNAL

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WOMEN'S HEALTH

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THE TELEGRAPH

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HUFFINGTON POST

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WALL STREET JOURNAL | WOMEN'S HEALTH | THE TELEGRAPH | HUFFINGTON POST |

You have big financial goals, but no plan to reach them.

Hope isn't a financial strategy. 

The Wealth Dashboard makes you set real goals, plots the actions that get you there, and gives you a monthly checkpoint so those goals become your reality.

You're getting: a plan, a tried and tested system to follow and a reason to keep coming back to it.

The Wealth Dashboard Is A 3-Part System Working Together In One Simple Spreadsheet - Plus A Live Session Every Month To Keep You On Track

MAP YOUR GOALS. "One day" never gets you anywhere. Get specific: where you want to be, how much it costs, and how long it'll take. Think of it as the financial version of typing a destination into GPS.

BUILD YOUR BUDGET. Figure out how much of your money is for you today and how much is setting up your future. Set spending categories that keep you on track to your ideal financial life.

TRACK YOUR NET WORTH. Forget the rich-list — this is the one number ordinary people actually need to track, because it shows you how much freedom, autonomy, and breathing room you have.

SHOW UP MONTHLY. On the first Friday of every month at 12.30pm UK time right through to December 2026, you open your sheet on Zoom alongside me and other people doing the same thing. An hour to update your numbers and check in on your goals. Built in, so it never falls off your to-do list.

Get A Monthly Money System + A Habit You’ll Stick To

Most spreadsheets get abandoned within a month because nobody's expecting you to show up and use them again. So I built the accountability in from the start.

Same time, same place, every month through December 2026 — an hour to sit down, update your numbers, and see your progress with other people doing the same thing. All included in your one-time £45 purchase: no subscription, no extra booking, it's already on the calendar.

Questions before you get started

Getting set up

  • Do I need to be good at spreadsheets to use this? No. If you can type a number, you can use this — every formula is built in already.

  • How long does it take to set up? For best results, allocate a couple of hours to get everything entered. After that, it's 15–60 minutes a month to keep it updated.

  • Do I need a partner or joint account to use this? No. It works just as well for one person's finances, or you can use it together as a way to frame conversations and set goals as a couple.

How it works

  • Will this tell me what to actually invest in? No — this maps your goals and your numbers, and gives you a way to track and compare your asset growth over time. It's not investment advice.

  • What if my income or spending is irregular? Enter an average figure to work with, then use the quarterly net worth tracking to decide where to top up savings, debt payoff, pension, or investments each month.

  • How can I make this stick? Everything's designed around motivation: you see yourself progressing on your goals, get visual feedback on how well you're sticking to your spending plan, and are measuring numbers that actually matter to your future — plus the monthly session if you want a body double.

The monthly session

  • What actually happens at the cowork session? You turn up on Zoom, open your sheet, and update it alongside other people doing the same thing. You move at your own pace. It isn't guided - it’s just protected time on your calendar. First Friday lunchtime at 12.30 (UK time), every month through December 2026, included in your purchase.

Trust & access

  • Is my financial information safe? It's a Google Sheet you make your own copy of. Nobody else sees your numbers unless you choose to share the file.

  • Is this just for people in the UK? No — it works wherever you are in the world, since the principles and system are the same. (Only the monthly session is scheduled in UK time.)

One plan, one system, one call a month

Too many people try to sort their finances, get a spreadsheet halfway set up, and never open it again. Or have some vague goals or an intention to get it sorted ‘one day’ with zero follow through. This is designed to change that.

The Wealth Dashboard is a £45, one time purchase that comes with a live session on the calendar every month through December 2026. 

The legal part!

We are not regulated by the FCA. The information we provide is for educational and informational purposes only and should not be construed as investment, financial, legal, tax, or other advice. Any actions, omissions or investments you may make following the information your provide are your own choice and entirely at your own risk. To read the full terms you are agreeing to when you purchase any courses of services please go to:

https://www.whatiswealth.io/terms