Free interactive toolkit

The Life & Money Alignment Toolkit

"Money is not abstract to who we are—it weaves its way through our lives. When we align our money to what we value most, decision-making becomes effortless."

Cathy Brennan · Your answers stay private on your own device. Nothing is sent to us or anyone else, and you can clear them at any time.

Module 1

Core Values Compass

Choose your Core 5 values and see how well your spending and time line up with them.

Start →

Module 2

Wheel of Life & Time Audit

Rate eight areas of life today and where you'd like them to be, and spot your biggest drain.

Start →

Module 3

The Stress Bucket

See your cognitive load, and choose three tasks to eliminate, automate or delegate this week.

Start →

Module 4

Discover Your Money Story

Six gentle questions inspired by Money Habitudes to explore your money style, and choose the story you want next.

Start →

Module 5

Discover Goals

Build short, medium and long-term goals, each tied to a core value and a target figure.

Start →

Module 6

Plan Ahead for Life's Curveballs

Think through what might get in the way and choose a calm 'If this, then that' step for each.

Start →

Module 7

Accountability & EAST Engine

Turn goals into habits that are Easy, Attractive, Social and Timely: your 90-day plan.

Start →

Ready to put your plan into action?

Talk it through with Cathy: a £50 20-minute Clarity Call or a £150 60-minute Strategy Consultation with a written 30/60/90-day roadmap.

Book a Call