BEGIN YOUR FINANCIAL PLANNING JOURNEY
Finally!
Know your 'Is it Enough' Number
The £27 wealth-structure kit that give you 3 numbers so you stop guessing and so you can spend confidently now while your future + legacy stays funded in the background.
It's the all in one system that tells you:
1) Your 'Enough' number for retirement and what you’d need to contribute monthly to move towards it.
2) Exactly how much is safe to spend
3) what needs tightening behind the scenes (emergency fund, protection, legacy essentials)
This isn't budgeting. It's structure first, money planning that gives you permission and keeps you organised.
Backed by a plan that gets you results.
Hi I’m Catherine,
Award winning Wealth Management Planner & Qualified Financial Adviser
I’ve spent over 15 years in wealth management helping people organise complex finances and the truth is, most people don’t need more information or budgets. They need a structure that tells them how to organise their wealth, what matters, and what’s safe.
So You’re earning. You’re responsible. You’ve got savings. Maybe pensions too. But it still doesn’t feel… pulled together.
Bank & Balance is your starting point: an educational system with actionable, implementable take aways you can use in real life, even when you’re busy.
And yes, at some point, most people will need a financial adviser. My mission is to make sure one million of you understand the foundations first, so when you do get advice, you’re confident, prepared, and in control.
Qualified Chartered Financial Adviser & Pension Specialist
10+ years of experience wealth management in the UK, UAE & Africa
Certified Professional Coach (ICF Accredited)
If you thought any of these, start here...
⁉️“I earn well, so I should have this sorted… why don’t I?”
The truth is: you’ll never feel 100% until you understand exactly what's missing. The best way to gain clarity is to start and I’ll show you how to take action with ease, and without overwhelm.
💼“I’ve overlooked the other stuff: Protection, beneficiares, Wills, because it's too early for that.”
Nobody starts out knowing it all. You’ll learn step by step how to create offers, attract clients, and grow with confidence — no MBA required.
⏳“I’ve done little bits here and there but it’s hard to know if I’m doing ‘enough’ to secure my future.”
This kit gives you anchor numbers and a clear map so it all feels joined-up
Imagine it’s yours:
✓ "My Cashflow is mapped and realistic, I'm in control of my finances"
No more leaky, unplanned months where you blink and you don't know where your money went. You'll know what’s bankable and what is safe to spend without second-guessing.
✓ "I know what I'm building for the future and what needs protecting"
Future focused, know your retirement number and what you’re building towards.
✓ "I know my safe to spend number and I actually trust it"
Deeply routed in knowing the numbers and see the outcome.
✓ "I have always wanted to be in a position where I can pass wealth on to my family and kids, I'm starting properly now"
Emergency fund, protection prompts, and key legacy essentials are no longer “later” priority. Gain the confidence and the know how now.
I'm Ready to Take Action
Free Bonuses Delivered Right Away!
The 7-Day Sprint
Regular price: £50
🔥 FREE
Implement fast — even with a busy life. Get Day-by-day steps + check-off and A simple monthly reset
.
Lifestyle Cap Rules Card (PDF)
Regular price: £15
🔥 FREE
The day cheat sheet so you can see areas of your finances you can supercharge with small changes.
Reset Rules Card (PDF)
Regular price: £25
🔥 FREE
Fix common issues: spend number feels off, variable income, tight months.
Pricing Plans
🚀 Get The Future Funded Framework: Start your Financial Planning journey from home
£27
One Off Payment
Get the kit
“I feel more focused, less overwhelmed, and proud to finally be building my own business. Thank you for believing in me before I believed in myself!”
Samantha K.
FAQ
Don't find your question below? Send me an email at cashflow@withcatherine.com, and I’ll personally reply back.
Is this budgeting?
Do I need to be ‘good with money’ already?
Is this financial advice?
How long does it take to see results?
Does this tell me what to invest in?
What do I need to start?
Time to get the life you want, See you in the portal!
If you want to spend confidently and know your future plan is being handled behind the scenes, start here.
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