Budgeting and Planning

10/07/2025

Knowing how to budget is a skill you might not yet have, but need

Knowing why will transform your life in ways that you want

Budgeting and planning work together like quiet magic— your stress will dissolve the clearer you get with what you’re doing.

They are the alchemy of your Financial Wellbeing ✨

There’s more to money management of course, this is your first layer. And getting this bit right unlocks everything else.

If you’re feeling embarrassed that you should have this sorted already, that it’s too basic to get help with, please don’t.

I will happily & respectfully mentor you so that

🫣You’re not scared to look at your accounts
😳You don’t feel stupid trying to work it all out
☺️ You have a system that flexes with your life

If we’re not connected let’s change that

Lucy

Thoughtful budgeting tools and comfortable personal mentoring helps you plan with clarity, budget with confidence, and feel in control without the stress.

06/07/2025

Sunday mornings = ☕️bank & budget recky.

This is my master copy not the one we use - don’t wancha to see how much we spend on wine 🍷 and cheese 🧀

Not every week but pretty regularly

But decades ago when I got started it was every week just in case I’d missed something!

I was my own home economics bookkeeper 🧾

Do you have an ideal time when you do this?

Or do you wish you were that disciplined… 🫣

03/07/2025

Life has many twists and turns and complexities,
Let’s be honest, when you get over 40, at some stage you feel a nagging sensation that the life you’ve been grafting to build, might need a tweak.

It might even need a renovation!

Does your life need more money?

Or does your money need more life?

And how much more - put a figure on it

12/06/2025

I've been a guest speaker on 5 podcasts and I'm rather tempted to create my own at some stage ...

Would you tune in?

In the meantime I have put together these 5 guest collaborations into a Spotify Podcast channel!
Thank you to:
Jeanette Forder
Meg Roundell Greene
Holdsworth
Ali Hollands Hook
Mark Humphrey

https://open.spotify.com/show/6IuYP7xdnCCgn4EkY1WuXl?si=ho3fm9teRHmVy_9mApzXNg

03/06/2025

I haven’t had “can’t stand up flu” for years.
Thankfully I dont have to call in sick anymore to anyone - but what about sick pay?
Great tips inside this weeks publication - link in comments coe check it out!

15/05/2025

Should we ensure that Mental Health in the workplace gets as much attention (if not more) by becoming a legal duty under Health & Saftey law?

I believe we should.

My colleague Kirsty Birch does too and is championing this cause.

If you believe we should be looking after our teams brains as well as their bodies (step ladder training anyone?) then sign this petition.

1️⃣ SIGN ✍️
Here 👉🔗 https://chng.it/mSGhp2C2Zw

2️⃣ CHECK your email and CONFIRM (otherwise your signature goes nowhere)

3️⃣ SHARE this post - make it unmissable

4️⃣TAG your MP, your boss, your HR, your mates , COMMENT in my comment section - let’s make it too loud to ignore

5️⃣ Use the hashtag hashtag
hashtag and let’s make this movement impossible to ignore

Make proactive mental health prevention a legal requirement under UK Health & Safety Law

14/05/2025

👟 Improving Financial Fitness & Creating a Healthier Relationship with Money 👟
A great way to kick off week with a really interactive session with some of the lovely team at ASICS.

As well as mentoring private clients for budgeting I am also a CPD Certified trainer with FinWELL Training

They are literally going from strength to strength within the fitness industry linking physical, financial & mental health together into a powerhouse of resources & support for the teams via live online training sessions plus the option to include one-to-one guidance.

Is this your industry or profession? Maybe we can support you too?

Please connect with me over on LinkedIn - see comments.

(This is me live training around 50 of the ASICS team with my colleague Ryan)

08/05/2025

I hate throwing away food - did the look & sniff test on the smoked lardons that were a week out of date…

I’ll let you know tomorrow if that was a good idea 😂

But do you do this or do you go by the date on the packet?

I was annoyed at throwing a pack of yoghurts out yesterday, they did need to go but I was cross I hadn’t eaten them. Really should have frozen them, in a Tupperware - frozen vanilla Greek 🇬🇷 yoghurt would have been lovely!

Ps. Home grown spinach, completely different from shop bought - it’s gone crazy this year

07/05/2025

Money & mental health coexist sometimes like frenemies.
Our brains are where budgeting starts
Our feelings are where budgeting takes shape
Our actions are where budgeting makes our lives move forward
This is my 3rd mental health awareness study, this time with Mental Health First Aid England
If I can be of help to you - please do follow, join our private facebook group and also my Substack weekly published articles.

Website coming soon...

05/04/2025

Full story link below

21/03/2025

16/05/2024

Vision Express 10% cash back with your card woo hoo 👏🏼