The Life Audit
Take stock of the second half of your life, so it really is the best bit yet. Five exercises on money, values, energy, strengths and support. You may change a lot, a little, or nothing at all.
Free. Takes a weekend, or three months. There's no right pace.
Who this route is for
You don't need to be changing anything. This route is for anyone who wants to check that the way they live and work now is the way they want to spend the years ahead: you might be happy, restless, newly out of a role, or simply curious. Each exercise stands on its own, so skim the ones that matter less to you today.
What's inside
Your Money Picture
Understand your pensions and State Pension, and reset your expectations about how long your money may need to last.
The Values Exercise
Narrow down to the two values you actually practise, inspired by Brené Brown's Dare to Lead, and test your life against them.
The Energy Audit
Two weeks of tracking to find where your real engagement and energy overlap.
Your Unique Advantage
Finding the thing people already trust you for.
Your Support Network
Why having someone alongside you for this work turns insight into an actual decision.
This guide offers general, educational information and reflective prompts. It isn't financial, legal, medical, or personalised professional advice, and isn't a substitute for regulated advice from a qualified professional. Please seek independent, qualified advice before making financial or major life decisions.
Not sure this is your route?
If you are seriously considering a career pivot, the Career and Life Pivot route uses the same five exercises with a fuller look at your real numbers, runway and financial independence.