Money & Life Transitions: A Workshop on Building Financial Resilience
A 2-hour conversation-meets-workshop to help you align your money with the life you actually want to live.
Why This Workshop?
Life is full of seasons and changes — some exciting, some challenging, some that catch us completely by surprise.
Maybe you’re:
Dreaming of a sabbatical and want to enjoy it without worrying about bills.
Planning a wedding or getting ready to buy your first home.
Thinking of a career switch that might mean a pay cut or some time in-between jobs.
About to welcome a new baby into your life.
Or just navigating the unpredictable ups and downs that come with being human.
Whatever transition you’re in (or planning for), money plays a role. When we know how to set ourselves up — both practically and emotionally — we can move through these moments with more ease, freedom, and peace of mind.
What We’ll Do Together
We’ve designed this session to gently guide you through both the personal and the practical sides of money:
🌱 Part One: Your Relationship With Money
Reflect on how you feel about money — spending it, saving it, investing it.
Notice your patterns: are you a natural saver, an emotional spender, or somewhere in between?
Explore how your money habits shape bigger choices in life, from the jobs you take to the relationships you build.
📊 Part Two: Looking at the Numbers (and Building Your Dashboard)
Bring along your last 3 months of bank statements (don’t worry, this is just for you).
Learn a simple way to review your spending and saving patterns.
Check if the way your money flows matches the kind of life you want to create.
Use easy AI-powered tools to build your own personal finance dashboard — so you can keep track of your money in a way that’s simple, clear, and designed around your life.
Walk away with a personalised system you can keep updating long after the workshop.
Why Join?
To feel more in control and at peace with your money.
To understand yourself better and make choices that truly support your goals.
To learn frameworks and tools you can return to again and again, through every season of life.
To have an honest, practical, and even uplifting conversation about money (yes, it’s possible!).
Who This Is For
This workshop is for anyone who wants to:
Prepare for a big life change (wedding, baby, sabbatical, career switch, new home).
Get more clarity and confidence around money.
Move from “I hope I’ll be okay” to “I know what I need to do.”
Learn in a warm, supportive space with others on a similar journey.
🎟️ Tickets: Includes the cost of workshop preparation and some light snacks
What to Bring
Your last 3 months of bank statements (digital or printed — for your eyes only).
A notebook or laptop to jot things down.
Curiosity, and maybe a bit of courage.
You’ll Leave With
✨ A clearer picture of your relationship with money.
✨ Practical steps you can start using right away.
✨ Your very own AI-powered finance dashboard to track, plan, and adjust.
✨ A sense of calm and confidence about the future you’re building.
💡 Money doesn’t have to feel heavy. With the right mindset, tools, and a dash of AI, it can support the life you dream of.