Financial Wellness Foundations
Get unstuck and empower yourself to redefine your financial foundations
Financial Wellness Foundations is a short snappy program that gets you focused on five keys to financial wellness ensuring you uplevel your financial wellness level easily in a short period.
Financial Wellness Foundations
Stuck for time but your money stuff is getting on top of you?
You can now learn the five keys to financial wellness. It is ideal for some one who is time poor but knows they really need to address their money stuff.
The program is 100% a self study at your own pace. Delivered via videos and downloadable workbook, you’ll have everything you’ll need to get your financial fitness to a better level in a very short period, if you do the work and apply your learnings.
5 Keys to Financial Wellness videos
The course is delivered through self-study videos, each introducing one of the keys and giving you some tasks to consider based on it. You can then further develop your action plan and decide what tasks you need to add.
Financial Wellness Foundations Workbook
At the end of each key you will be invited to reflect on what have been the key learning from each module. The workbook will also encourage you to capture what action you could take to apply your learnings from each key.
Recommended resources for best practices
I share some of my key resources which guided my path and will save you time, energy and money by simply taking my learnings. Some of these resources will allow you to continue your learnings with your financial wellness.
Is Financial Wellness foundations right for you?
Financial Wellness Foundations is a good fit if:
- You are proactive and ready to create the life and financial wellness you desire.
- You are prepared to take action to address your money challenges.
- You are short on time but still want a program that gets results in a short period of time.
Financial Wellness Foundations 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.
Are you ready to make significant changes to your wealth, habits, and money management?
For a single payment of £33 today, you’ll get:
- Pre-recorded videos delivered directly to you .
- Lifetime access so you can study at your own pace and refer back to these resources at any time.
- Easy to use workbook for you to capture your all your key learnings and actions from financial foundations.
- Recommended tools and resources to support your financial wellness needs.
financial wellness foundations self-study course – FAQ
What are the course dates?
As the Financial Foundations program is a digital program, you can access it at any time at your own convenience.
Will I get any 1 to 1 time with Caitriona?
No, as Financial Foundations is a 100% digital program. If you require 121 time, you can book a call with me or consider the Financial Wellness Blueprint program, where you will have bi-monthly calls with me to personally support you.
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, register for this program. 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.
What are the advantages of signing up for the Financial Wellness Foundations program?
This program contains 5 keys to financial wellness. Participants have said that the top 3 benefits are simplicity, motivation and ease of application. Some are already on the road to a well diversified income and increasing their assets. Financial Foundations program gives you insight into 5 key pieces of the financial wellness puzzle for you to apply straight away and experience the impact.
What is your refund policy?
This course is non-refundable as it is instant access to digital resources.
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 stuff is a challenge. 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 you want. Although you won’t be personally coached by me, the videos are designed to deliver bite-sized chunks that are manageable and easy for you to apply. 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! YOU will need to do the work. Nobody can do this for you. My coaching 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 at the bottom of this page here to hear what ladies who have benefited from working with me have to say. With some commitment, you could be enjoying similar benefits by the end of this course!