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WEALTH DASHBOARD
Know exactly where your money’s going - and where it’s taking you.
Set your financial destination, build a plan you’ll actually stick to, and watch your net worth grow. all in one place.
For women who want a plan for their financial future, without having to figure it all out themselves.
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Not sure what you’re actually meant to be doing with your money?
You’re not alone. We’re not taught this stuff at school, so most people are winging it and hoping for the best.
But hope is not a financial strategy.
The Wealth Dashboard makes you set real goals, then plots out the steps to actually get you there.
One simple spreadsheet. Three jobs, finally working together.
MAP YOUR GOALS: “One day” never gets you anywhere. Get specific: where you want to be, what it costs, and how long it’ll take. It’s the financial version of typing a destination into your GPS.
BUILD YOUR BUDGET: Work out how much of your money is for you today, and how much is setting up future you. Set spending categories that keep you on track.
TRACK YOUR NET WORTH: Forget the rich-list. This is the one number ordinary people actually need to watch — because it shows how much freedom, autonomy and breathing room you’ve really got.
Why it works when other spreadsheets don’t.
Most money spreadsheets are doing three separate jobs, and they never talk to each other. The Wealth Dashboard connects the dots across every one of your financial timelines:
MONTHLY: so you can see exactly where your money’s going right now.
MEDIUM TERM: your goals for the next 2, 5 or 10 years, mapped out and visible.
LONG TERM: your net worth, and how financially free you’re becoming over time.
The bit that actually makes it stick: the goal you set doesn’t just sit there looking pretty. It gets turned into a real monthly number, checked against what your budget can actually spare, and fed back into your tracking as the thing you’re working towards.
Your plan and your reality, in the same place.
And you won’t be doing it alone.
I have no interest in selling you something you’re not actually going to use. So I’m going to do everything in my power to make this actually stick for you.
Most spreadsheets get abandoned because nobody’s expecting you to show up and use them again.
So the Wealth Dashboard comes with a live Finance Cowork on Zoom — on the first Friday lunchtime of every month, for a full year. All included in your one-off purchase.
Same time, same place. An hour to sit down, open your sheet and update your numbers, alongside other people doing exactly the same thing. Perfect if you need something in the diary to keep you accountable.
WHAT YOU GET FOR £45
THE WEALTH DASHBOARD
One Google Sheet, with every formula already built. Yours to keep forever. There’s a worked example in every section meaning you’re not left staring at a blank screen wondering where to start!
LIVE MONTHLY ZOOM CO-WORK
On the first Friday lunchtime of every month, for a full year.
“Money Vault was like holding my hand whilst I ripped the plaster off and began the journey. You definitely made it feel much less scary and manageable .. if anyone is pondering it I’d say GO FOR IT!”
HI - I’m Hannah - YOUR FINANCIALLY SAVVY FRIEND
My career didn't start in finance. It started in fashion.
Then my Dad died unexpectedly when I was 22 and he left me money he'd worked his entire life for.
Money he never got to enjoy because he didn't make it to retirement.
That changed everything for me.
I realised two things:
Life is too short to spend it all working
I needed to figure out what the f*ck smart people do with money
Growing up with a single Mum, my financial education was basically "spend as little as possible." The world of investing? Completely foreign territory.
As I figured it out, I started sharing what I'd learned with friends. Then their portfolios quickly grew too.
That's when it hit me: If you don't happen to have someone in your circle who knows this stuff, you never get to benefit from it.
I’m not ok with that.
FAST FORWARD: I got my financial advisor qualification (London Institute of Banking and Finance) and built a stock market portfolio that's grown +109% in seven years.
And the first step… letting go of the fear and the mystery around your finances, and getting to know your goals and your reality.
Which is exactly why I created the Wealth Dashboard.
Join Today And Receive These Exclusive Bonuses
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The Wealth Dashboard gives you the exact strategy that has doubled my money in seven years - here's what women are saying:
"Money Vault was amazing - it felt really daunting before... It feels exciting and doable now. My capacity to spend time on investing is limited so Money Vault has been perfect - I did the worksheet, watched the videos and now have my passive investing strategy working for me."
"If I had known what you are teaching in Money Vault in my early 30's I would have so much more money now. If I could go back in time this is the one thing I would change."
"I genuinely can't believe how much I actually understand about investing now... It's been incredibly easy to digest and make sense of. Money Vault has been amazing - it truly has been life changing!"
“I went from having my money in savings with no idea how to invest to having grown my money +64% in four years!"
Let me make this clear
The Wealth Dashboard is NOT for you if:
You want someone to do it all for you. This puts you in the driving seat.
A spreadsheet makes you want to lie down. It is simple, but it does look like a spreadsheet, and that's not everyone's thing.
You're looking for a quick fix. This is about steady, boring, brilliant consistency — not getting rich by Friday.
It IS for you if:
You've never built a proper budget and have no idea where to start.
You've got goals - a house, a "real" pension, just feeling less behind - that you've never actually put a number to.
You're self-employed or freelance and have to build your own version of the safety net everyone else gets handed.
You're done outsourcing the worry and want to actually understand your own numbers.
You want a plan you'll still be using year after year.
Questions? Here’s what you need to know
Q: Do I need to be good at spreadsheets? No. If you can type a number into a cell, you can use this! Every formula’s already built, labelled and explained. You’re not making anything from scratch. It does look like a spreadsheet though, so if that’s really not your thing, it might not be for you.
Q: Will this tell me what to invest in? No. It 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.
Q: What if my income or spending is irregular? Pop in an average to work everything out, then use the quarterly net worth tracking to decide where to top up - savings, debt payoff, pension, investments - instead of forcing it every month.
Q: Do I need a partner or joint account? No. It works just as well for one person’s finances, or you can use it together as a way to set goals and frame the money conversations.
Q: How long does it take to set up? Give it a couple of hours the first time to get everything in. After that it’s 15–60 minutes a month to keep it updated and get all the useful intel out of it.
Q: 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.
Q: Is this a course or a subscription? Neither. It’s a template, and it’s a one-off payment. Sit down with it once, it’s working within the hour, and it’s yours to keep.
Q: What happens at the co-work sessions? You turn up on Zoom, open your sheet, and update it while everyone else does the same. Self-paced and unguided - we’re all just there for accountability and a protected slot in the diary. First Friday lunchtime (UK time), every month, for a full year, all included.
Q: How do I make this actually stick? Everything’s designed to keep you motivated. You watch yourself progress on your goals, you’re nudged to stick to your plan, and you’re measuring the numbers that actually matter. Plus the monthly co-work is there if you need a body double.
Q: Is this just for people in the UK? No. It works wherever you are — the system and the principles are the same, you just use your own currency and accounts.
Have another question? Email me hannah@whatiswealth.io and I’ll come back to you
What Real Women Are Saying About the Wealth Dashboard:
"Money Vault was so well made and easy to follow. It made me feel more calm about investing. It feels exciting and doable now."
"You have a relaxed approach which makes investing feel easier and achievable. I'm in my forties and have messed up with money so much but I feel better knowing I'm making some changes and investing in my future now."
"I had already been thinking about the energy of money but I loved that Money Vault was focused on the practical side of money which is so important."
"I loved that Money Vault showed me how to invest ethically - my money is now working for causes I care about, not against them."
"When you start looking into something, you notice more going on around you! It takes some skill to explain at a level that is both easy to understand but also providing enough information to feel confident and informed!"
Stop leaving your financial future to chance.
Too many women try something with their finances but don’t stick at it long enough to actually change anything.
What if a few hours of focused time could put you on a completely different trajectory?
That’s the reality with The Wealth Dashboard.
PS — £45, one payment, and the monthly coworks are included for a full year!
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