Get clear, confident and in control of your money.
 
This is more than a spreadsheet, it’s a financial clarity catalyst - jam-packed with 11 resources! Designed by finance experts who understand real life, this toolkit helps you ditch confusion and take confident steps toward financial freedom.
 
Whether you’re overwhelmed with money matters, untangling debt, planning for a home or just tired of guessing where your money goes, this pack has everything you need to reset and take charge.  
 
What’s Inside
The Master Financial Planner
With built-in formulas and step-by-step guidance:
→ Budget Flow Builder - Track income and expenses with clarity
→ Year at a Glance Planner - Forecast savings, spending and goals
→ Net Wealth Snapshot & Tracker - Monitor your financial growth
→ Debt Tracker - See where you stand, and plan your debt-free date
→ Homebuy Tool - Get homeownership-ready, one step at a time
→ Future Wealth Planner - Visualise your long-term value
 
PLUS Supporting Guides:
 
→ Money Reset Reflection Tool - Explore your beliefs, habits and mental blockages 
→ Clarity Mapping Tool - Strategically identify what’s helping, what's hurting and what's holding you back
→ Goal Setting Guide - Outline what you will achieve and when
→ Financial Review Guide - Identify the key areas requiring attention
→ Credit Boosting Kit - Boost your profile with smart habits and tips
→ Investing Intro Guide - Start understanding how to grow your wealth
→ Financial Flow Checklist - Stay on top of weekly, monthly and annual tasks
 
Why It Works
Created by qualified finance experts (accountants, financial planners)
Real people have used these tools to:
✓ Clear £12k in debt two years faster than planned
✓ Save enough to buy a home from zero
✓ Slash £500 from their monthly spending within one month
✓ Easy to use - no Excel wizardry required 
Plus you get lifetime updates - you’ll always have the latest version
 
Got questions?
• Does it come with instructions? Yes! Each tab is accompanied by an instructions tab, with guidance on what each element of the sheet means. 
• Do I need to be good at Excel to use this? Not at all! All the formulae have been created for you. All you need to do is plug some numbers in and let it do its magic!
• Who created the worksheets? Fair question! These were curated by a team of qualified finance professionals. They use worksheets just like these to manage their own and clients businesses finances and regularly build bespoke tools too.
• Can I get extra help? Yes, absolutely. We are always on hand. Ping us an email at support@krystlemcgilvery.com or use the form on our contact page.