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FINANCIAL PLANNING AT HOME
 

Learn How To Bank Wealth and Balance your Cashflow 

The £79 wealth-structure kit that helps you know what to bank (build + protect long term wealth) and what to balance, running your cashflow 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) what’s genuinely safe to spend each month

2) how to fund your future (retirement + wealth building)

3) what needs tightening behind the scenes (emergency fund, protection, legacy essentials)

Get the Bank & Balance Kit

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)

 

You May Think...

⁉️“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 tried budgeting, it never sticks.”

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
My signature program was
made to help you!

Learn How To Bank Wealth and Balance Cashflow 

A clean, lifestyle-first system to organise your money in under a week, then maintain in minutes.

View Course Program

After the Course You Will:

🚀Have your Lifestyle-First Cashflow Mapped

So your money has jobs — make every penny matter more.

🔥 Know your Enough to Retire Number

So you have a clear target for the future you’re funding

 ⭐️ Know your Guilt-Free Spend Number

So spending feels confident and aligned..

🖥 Build your Prepare & Protect foundation

Emergency fund  + protection prompts that stop gaps being ignored

💰Have a repeatable Payday Flow

So the structure runs consistently month to month

 🏆 Work on Your Own Terms

Design a business that supports your lifestyle, offering freedom, flexibility, and the ability to do meaningful work while living life on your own schedule.

Course Program

01. The Bank & Balance Method

Understand the framework: bank wealth + balance cashflow — and how the pieces work together.

👉 You’ll create:

  • Your 4-bucket structure (Essentials / Lifestyle / Wealth / Protection)

  • Your “what matters” rules (simple, repeatable)

 

📚 1 workbook 2 PDFs ・ ⏳ 40 min in total

02. Lifestyle-First Cashflow Map

Run the numbers. Map your real monthly life so you stop guessing.

👉 You’ll complete:

  • A clear cashflow map that fits your lifestyle

  • A simple leak-spotting check

📚 1 workbook ・ ⏳ 40 min in total

03. Your Guilt-Free Spend Number

Calculate the monthly number you can spend confidently.

👉 You’ll get:

  • Your spend number + decision rules

  • A “too high / too tight” adjustment method

📚 5 videos ・ ⏳ 40 min in total

04. Your Retirement Number (your enough target)

 A simple target so you know what you’re building towards.

👉 You’ll get:

  • Your retirement number (easy calculation)

  • A quick “gap check” (where you are vs where you’re heading)  

📚 5 videos ・ ⏳ 40 min in total

05. Prepare & Protect

Tighten behind-the-scenes foundations.

👉 You’ll set:

  • Emergency fund target: 3–6 months of essentials

  • Protection prompts (what to review / what to check) 

📚 5 videos ・ ⏳ 40 min in total

06. Investing & Wealth Basics

Turn the plan into a rhythm you can stick to.

👉 You’ll build:

  • Investing concepts so you understand what you’re doing and why.

📚 5 videos ・ ⏳ 60 min in total

07. Lifetime & Legacy Planning 

Practical prompts that make “legacy planning” feel doable.

👉 You’ll cover:

  • Beneficiary nomination prompts

  • Is there a right time to write a Will and do I need a Lasting Power of Attorney

  • “If anything happens” info pack list 

 

📚 5 videos ・ ⏳ 40 min in total

08. Action - Implement & Maintain

Practical prompts that make “legacy planning” feel doable.

👉 You’ll cover:

  • Payday flow 

  • 7 day sprint

  • Reset system and Review points 

 

📚 5 videos ・ ⏳ 40 min in total
Get Bank & Balance Now

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

 

.

The Cashflow Modelled

Regular price: £15 
🔥 FREE 

The day cheat sheet so you can see areas of your finances you can supercharge with small changes.

The Fix One pager

Regular price: £25 
🔥 FREE 

Fix common issues: spend number feels off, variable income, tight months.

This course is for you if:

 

✓ You earn well and its time to take your finances to the next level

You want a structure that matches your lifestyle and your standards.

 

✓ You want to spend confidently without undoing your future

 

You’re done with guilt, guessing, and “am I doing enough?”

 

✓ You want your money to feel joined-up

 

Savings, pensions, accounts, goals — you want it to make sense in one system.

 

✓ You know you should handle the “serious” stuff

 

Emergency fund, protection prompts, retirement number, and legacy essentials — without overwhelm.

Yes, That's Me!

Pricing Plans

🚀 Get Bank & Balance: Financial Planning from home

ÂŁ79

One Off Payment

  •  

Get Lifetime Instant access

Guided video walkthroughs for each module and over 30 Workbooks including: 

  • Lifestyle-First Cashflow Map
  • Guilt-Free Spend Number Calculator + Fix Guide
  • Emergency Fund Target + Progress Tracker
  • Future Funding Number + Future Effect Planner
  • Protection Review Checklist
  • Legacy Meeting Prep prompts + Family Essentials pack prompts
  • Payday Flow Builder + Sprint + Reset system
  • Downloadable workbooks & exercises
  • Access to private student community (basic tier)
  • Email support for technical question    

Plus Bonuses:

  • Bonus 1 — The “Put Together” Money Admin Pack

    The checklists that stop future-you problems: annual review, account tidy, beneficiary audit prompts.

  • Bonus 2 — Real-Life Scenarios Library

    Examples of how Bank & Balance looks across different incomes/lifestyles (so you don’t feel like you’re guessing).

  • Bonus 3 — Example Completed Workbook

    So you can see what “done” looks like — and move faster.

This is Education + planning prompts only — not regulated financial advice.

Get the course

“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.

See you at the Course!

If you want to spend confidently and know your future plan is being handled behind the scenes, start here.

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