The Reset Guide

Five exercises on money, values, energy, strengths and support. Choose the route that fits: take stock of your whole life, or get organised for a career pivot. You don't need a five-year plan. Start with the first exercise and take it one step at a time.

Free. Takes a weekend, or three months — there's no right pace.

Choose your route

The Life Audit

For anyone who wants to take stock of the second half of their life, not just their career. A lighter money section focused on your pensions and how long your money may need to last.

About the Life Audit

The Career and Life Pivot

For anyone considering a career pivot or a life reset. The full Financial Reset: your real number, your runway and financial independence.

About the Career and Life Pivot

What's inside both routes

The same five pillars, in the same order. Only the first one changes: Your Money Picture in the Life Audit, The Financial Reset in the Career and Life Pivot.

1

Your Money Picture / The Financial Reset

Get clear on your pensions and a longer life (Life Audit), or on what you'll have and what you actually need (Career and Life Pivot).

2

The Values Exercise

Narrow down to the two values you actually practise, inspired by Brené Brown's Dare to Lead, and test your options against them.

3

The Energy Audit

Two weeks of tracking to find where your real engagement and energy overlap.

4

Your Unique Advantage

Finding the thing people already trust you for.

5

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.