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Our FIT method

Updated: Aug 18, 2023

We have developed a suite of learning materials to help you to understand how to become more confident with your finances. These materials aim to equip you with the knowledge and strategies necessary to better prepare for your financial future, cultivate a sense of financial security and efficiency, and empower you in fulfilling your financial goals.

Working through these materials will help you develop the understanding and skills to start gaining control over your finances and using them to achieve whatever you want to do.


First Steps

If you're entirely new to the topics - have a look at our first steps infographic which gives you the briefest of introductions to this concept.

The can find the infographics in the Library section, in each of the course folders, under the name of 'First Steps'.



Our informed courses are small learning activities you can complete at your own pace.

Within the courses, we take each of the concepts introduced as a first step and provide you with some more information, teaching and examples around each concept.



If you are confident with the topic and simply want to use some free tools to help you understand and control your finances better - go straight to our toolbox.

The tools within the toolbox are all mentioned within the informed course and are designed to help you accurately measure your current finances and take control over where you want to go.

Our toolbox is available either as a single Excel spreadsheet in which you can complete individual tabs at your leisure. Or, if you prefer to use individual printable worksheets, they are all available within the Toolbox folder within each of the course folders, in the Library section.

If you have any ideas for, or samples of, additional worksheets please don't hesitate to get in touch with us.

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