Financial Wellness blueprint
Educate and empower yourself to move from financial dependence to financial mastery
Financial Wellness Isn’t Just About Money!
Financial wellness is about how the whole of your life feels to you. It’s about making sure that the most important people in your life, including you, are provided for in a way that feels fabulous to you!
For us… we say “Financial Wellness = Wealthy Mindset + Prioritised Values + Life Filled with all you desire to be, do & have.”
We are taught “Hard work = Comfortable Life” – demolishing the biggest misconception people have about success.
Financial Wellness gave me freedom and peace of mind and it can for you too.
Work hard at school, you get good grades.
Work hard in your job, you get promotions.
Work hard in business, you’ll make money.
I used to eat up the “hustle” mentality as if all my life depended on it. “If I just work harder, then I’ll get to that next level of success and then I’ll be happy”.
But it was becoming a parent that opened my eyes to what financial wellness meant. It was about so much more than money. Sure money was part of it. But peace of mind and fun were a huge part of it for me. On the day of my children’s birthday party in October 2015, I received two letters from the bank advising me of 0.5% increase on two 100% mortgages that we had. The interest rate increase was random and in no way related to market changes.
This terrified me as it would push us very close to the edge financially. It scared me that the bank could do this repeatedly and we had no control over it. It was at that point that I ardently decided my financial wellness would be of my design and so I set about working with my wealth mentor. From that point, my life transformed to an unrecognisable degree.
To begin with, my financial wellness got off to a slow start with snails pace progress and countless mistakes. It was stressful and chaotic – but with regular baby steps, before I knew it, I had financial freedom in sight giving me the choice to work or not. What a milestone to be approaching from total chaos!
I went from ends barely meeting moneywise and constant stress over this state to being able to see my financial wellness increase before my very own eyes and feel my shoulders drop knowing I had all my bases covered. The peace of mind was immense.
Creating financial wellness does not need to be complex. I created the Financial Wellness Blueprint program to empower women to master their financial wellness in easy steps and support women who are in a similar place to where I was in 2015.
I’ve worked with women from all sorts of backgrounds from single parents on benefits to some of the corporate power women and have taken them from financial chaos to financial wellness.
My mission is to teach you how to create financial wellness in your life totally on your terms, aligned with your values and tailored to your individual circumstances and desires with fun and ease.
Financial Wellness gave me freedom and peace of mind and it can for you too!
Here’s what our Financial Wellness Blueprint can give you…
Peace of Mind
Alignment With Your Values
More Return on Effort
Creates Time Freedom
Increased Sense of Security
The path to Financial Wellness has had to evolve.
Our path to financial wellness works well. Really well.
As more people endure more financial hardship, financial wellness is being craved for more and that naturally means more noise and more competition and this means we now have to do more to create the financial wellness and security we desire.
Add to that an ever-increasing overload of information online, social channels, apps and technology… it’s never been harder to capture and maintain attention when we are getting pulled in so many different directions!
But it doesn’t mean “harder work” – it just means we have to do things differently.
I discovered a way of creating financial wellness that catapulted my financial wellness by simply following my 5 pillars with regular baby steps. The path to it was lighter and easier and I actually enjoyed the journey. Instead of constantly worrying about it…. I created my financial wellness around the 5 pillars easily.
One-to-one clients who have completed my Financial Wellness Blueprint program say things like “I can’t quite believe the progress we have made in just a few months!”.
The Financial Wellness Blueprint program is our unique way of supporting you to create the financial wellness level you desire in your life.
Let Us Show You The Easier Way
Financial Wellness Blueprint is a unique program taking you through our Financial Wellness Method in a short time frame.
Financial chaos and stress to financial wellness with a step-by-step plan!
We know what it takes to have financial wellness so we teach you how to implement the right next steps at the right time, and we keep you focused at each step and holding you accountable all the way.
Our program takes you from foundational essentials of financial wellness to building multiple assets giving you a diversified income.
We show you what works best at each stage and the right next steps for you, your personal circumstances and your skill set.
It’s not a course – it’s a coaching-led experience!
With all the moving parts of financial wellness you will need support and feedback throughout and our clients get better results when we’re on the journey with them, baby step by baby step.
This isn’t a course with thousands of clients where you get no access to individual support – I am there every step of the way guiding you through. In fact, you’ll feel like you have us on your team.
By the end of our time together you’re going to say “I love money stuff!”.
What’s Included in the financial wellness blueprint?
5 pillars to financial wellness
With pre-recorded videos outlining all the ins and outs of each pillar mapped using my own journey, you will study the material at a time of your convenience. Any questions can be brought twice per month to the Q&A & Accountability calls. Completing the financial wellness checklist will establish what gaps you have which allows you then to identify your priorities and address them one by one.
TWICE MONTHLY Q&A & ACCOUNTABILITY CALLS
Twice per month, we will have a Q&A and accountability call where you can get your questions answered and share your wins. These calls will help you keep up your energy, address challenges and make the distinctions you require to progress. It’s like having a Financial Wellness wing-woman by your side the whole time!
Proven Templates for your Key Numbers
You will use Caitriona’s tried and tested templates to capture all your key numbers. She will walk you through these until you are crystal clear on them. You will then know what needs your focus. Caitriona will be there to help you go deeper on your numbers and to answer all your individual questions so you are making steps forward every week.
It can be hard watching people around you achieving financial wellness
On the surface you see ALL the things that you think you’re supposed to be doing…
- You end up creating a never-ending to-do list of things that aren’t going to have any real impact
- You spend your time tweaking, tinkering and battling the small stuff instead of focusing on the real needle-movers OR you simply become paralysed doing nothing
- You obsess over a lack of money and STUFF, or what the Jones’s have
- You try to fit your individual circumstances into an archaic wealth framework that doesn’t allow for your needs and desires.
- And you spend so much time faffing around with the small stuff that you leave no time for the fundamentals, so you throw some money into the next fad and hope for the best.
Resulting in little-to-no progress, stress, and frustration and “I’m never going to have the sense of financial wellness I desire”.
Is Financial Wellness blueprint right for you?
Financial Wellness Blueprint is a good fit if:
- You are proactive and ready to create the life and financial wellness you desire.
- You can do what needs to be done knowing you’ve got accountability should you need it.
- You want a comprehensive course that gets results but at your own pace AND with personalised support at your fingertips.
Financial Wellness Blueprint isn’t a good fit if:
- You are likely to procrastinate and go off the boil at some point. In this case you probably need my coaching program.
- You want instant results – there is no magic pill. Creating financial wellness takes patience and consistency. It doesn’t happen overnight.
- You don’t fully believe you can commit. A can-do attitude is vital for you to be successful in this.
what clients are saying…
Working through the Financial Wellness Blueprint Caitriona has been life changing. Caitriona helped ease the pain and fear of delving deep into our finances. With her guidance, support and reassurance we set up a budget plan and have started upon a path to a hopefully a much more secure financial future for our family. She has a vast knowledge and a wealth of experience which help us decide on what is best for us. As a working mum of 3 I needed this to be a manageable process and it really has been! Thank you Caitriona
It’s well worth it. If you want to get a handle on your finances this course will help you every step of the way.
Caitriona is down-to-earth, realistic, and talks with first-hand experience about the unexpected challenges and obstacles that can appear in front of you. We’ve seen in real time how Caitriona has dealt with issues that have come up for her. It’s refreshing to feel like a course tutor “gets” what life is like.
Committing to the course gave me such motivation and determination that I actually cleared my credit card balance by day 60, which I would never in a million years have thought possible! What Caitriona says is absolutely true – once you start giving it your attention, miraculous things start to happen!
Do it, you may not believe that through doing it the universe brings great things your way. I didn’t believe in the universe having an influence on my life but it has.
Sign up! You won’t regret it. Caitriona is an excellent teacher who provides great support throughout the program. Simplifying what can be a very difficult and confusing area.
If you want accountability, relatability and simplicity, then this is for you.
Caitriona has been helping me look at my whole financial situation. Caitriona checking in for accountability has been really helpful to keep me focused. Also her wealth of knowledge and her caring nature always answering my questions or guiding me to find the answers has opened me up to so many possibilities I had not thought possible. I’m still early on in the journey and at times found it overwhelming, but with Caitriona’s guidance and support I’m definitely going in the right direction. Thank you for your help and kindness Rosemary
Caitriona has given me so much great guidance, support with my finances and business motivation that I’m now in a completely different mindset. I’m now in control of my financial future instead of being in a constant state of ‘robbing Peter to pay Paul’. I can’t thank Caitriona enough for the all the support, without her I dread to think of where I’d be.
I knew that if I wanted to change my relationship with money and wealth then I was going to need to learn how to make my money work for me instead of the other way round.
I started working with Caitriona, to meet this intention and she has opened my eyes to a world I never knew I had access to, simply because I was never taught.
Caitriona shares her wisdom, in a simple and easy way and has helped me to completely redefine my relationship with money and wealth, build a strong inner foundation of financial wellness and increase my financial potential. This has been such a powerful journey and one I am truly grateful to have walked and I look forward to where it will take me.
I would say if you find your financial situation a mess or overwhelming or you simply want to put your focus on getting clear and forwarding your financial plans and learning a few different strategies, then this is a great way to do that in a structured way and with a supportive group
Caitriona came to my rescue when I was having a panicked moment about my financial independence (or the lack thereof). On our zoom call, she guided me calmly and reassuringly to look where I hadn’t dared to look: at my financial situation. She asked me a series of questions to take a temperature check of my finances and broke down the next steps for me.
Instead of feeling the previous dread and panic, I felt inspired to make headway with some of the topics: I already went to get an overview of my current pension forecast. I’m excited to join Caitriona’s financial wellness week and continue to make steady steps to financial independence
I would highly recommend this course – it has really helped me to have more confidence in my own thoughts about how I am restructuring and supporting myself to get back onto an even keel financially and to keep building forwards to create more financial abunance.
Caitriona Ellis has been a real inspiration to me. Hearing her story and seeing how far she has come, has truly inspired me. We have been talking for nearly a year and Caitriona has always been so supportive of me and my goals. But not only does she give me encouragement on my business journey, she also helps me see through the struggles of day to day life. Caitriona regularly messages me to check in and offer me support in what ever way she can.
Are you ready to make significant changes to your wealth, habits, and money management?
For a single payment of £497 today, you’ll get:
- Pre-recorded videos delivered on our private course platform
- Learn my 5 Pillars of financial wellness for lasting wealth.
- Lifetime access so you can study at your own pace and refer back to things at any time.
- Easy to use templates for all your key numbers such as tracking and your net worth, all ready to download.
- Recommended tools and resources for all your financial wellness needs.
Financial Wellness Blueprint – FAQs
What are the course dates?
This is largely a self-study course, so it’s on-demand, meaning you can get started and dive in at any time you like! Once you invest, you will receive the dates of the Q&A and accountability calls.
Will I get any 1 to 1 time with Caitriona?
No, but on our Q&A Accountability calls with a small group, you will have ample opportunity to ask your bespoke questions. Alternatively you can have these answered privately via email. These Q&A Accountability sessions ensure that you are held accountable and you are focused on the key priorities for you. The remainder of the material is self-study. If you require 1:1 time, you can book a call with me if you are considering the Financial Wellness Cocoon program, where you will have weekly calls with me and more direct access.
How do I know if this course is right for me and my circumstances?
I would always advise you to make your decisions on gut instinct. If you feel like I am the right person to deliver what you need on your financial wellness journey, buy this course. If this doesn’t feel right to you, doing what your gut feels is the right next step for you. There will never be a perfect time to do this or any work, so if it’s good enough timing, then go for it. If you aren’t sure and have some questions you’d like answered, drop me an email, and we can have a chat first.
What are the advantages of signing up for the Financial Wellness Blueprint?
This Financial Wellness Blueprint contains all the information from my own personal financial wellness journey and you can control the pace. Participants have said that the top 3 benefits are simplicity, motivation and accountability. Conduction your personalised financial wellness review on day 1 will allow you to ensure that your financial wellness gaps are immediately identified, your priorities identified and a personalised financial wellness plan prepared. Past achievements from this program have included getting to grips with tracking, significantly improving relationships with money, instilling healthier money habits, setting up investment accounts, blitzing credit card debt, and sorting wills and protection out. Some are already on the road to investing in property to give a diversified income and increase assets.
What is your refund policy?
If after your first Q&A Accountability call you are not happy and the program is not a fit for you, I will happily refund the cost of the program with no quibbles.
I hate numbers. Will I be able to do this?
Yes! Many of my clients say they hate numbers. I feel this is often due to numbers feeling complicated or stressful if money matters are a challenge for you. So, the focus during the course is on simplicity. I want you to enjoy this journey to financial wellness and get excited about it. It won’t feel fun and will become a chore if you’re stressed, which is not what your or I want. Remember you will opportunities twice per month to be personally coached by me, so bring any challenges or obstacles to our calls. The program videos are designed to deliver bite-sized chunks that are manageable and still simple. I’ve turned number-hating, money-stuff avoiders into financial wellness fans, and I can’t wait to show just how easy it can be.
How much spare money do I need to build my financial wellness?
You may know from my story that I started my investment journey with €20. The videos will help you find money in places you hadn’t considered before and get you exploring other potential streams of income. My approach is to scale your financial wellness over time as you educate yourself and open your mind to the infinite number of possibilities around you. Many of the tools I recommend are free or low-cost because I’d rather you invest money in growing your assets than tools.
Will I really have a better sense of financial wellness by the end?
Yes! Absolutely! But YOU will need to do the work. Nobody can do this for you. Previous clients have regained the total price of the program within the first 30 days of starting it. If you’re prepared to put in the hard work, be diligent, and stay focused, there is no reason why you wouldn’t significantly up-level your financial wellness by the end of this course. Read the testimonials above to hear what the ladies who have benefited from working with me have to say. With your commitment, you could be enjoying similar benefits by the end of this course!