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Mental Wealth Planning

Mental Wealth Management Plans

Identify what supports you to feel good and work well 

mwm plan

Pressure is inherent in every job.  Deadlines, responsibilities and relationships all place demands on us.

A certain amount of pressure can be motivating but when the demands become more than we can cope with, we begin to feel stressed which impacts our ability to think and work well.

Knowing how to protect ourselves from the negative impacts of stress means we can always perform at our best.

Creating a Mental Wealth Management Plan provides a means to work with wellness so that you can do, be, share and create all that you wish to in your work and personal life whilst protecting your mental health.

Having a Mental Wealth Management Plan empowers you to proactively manage stress and care for your wellbeing through increased understanding of your personal needs.

Session outline

Using mental wealth management principles and money management analogies, you will learn how you can protect your mental wellbeing which in turn safeguards your ability to think, feel and function well.

Through exercises and reflective tasks, you will identify how you think and feel when you are feeling good and what you notice when you are becoming stressed.


As you complete each task you will gain insight into what helps you stay in your A Game so that by the end you will have a wellbeing plan of actions tailored specifically to you and your needs.


Session outcomes

By the end of our session together you will have a personalised mental wealth management plan and know:

  • what supports you to feel good and work well

  • your personal stress signature

  • what causes you to become stressed at work

  • what helps you to feel better

  • where to go for further support

Who should do this?

Mental Wealth Management Plans are relevant and valuable to everyone.  We all should know how to take care of our mental health and wellbeing.



Mental Wealth Management Plans are created in a single 1-2-1 coaching session. I can work with you mornings, lunchtimes, evenings and weekends. 

It usually takes about 90 minutes and is done virtually using MS Teams, Zoom or Google-Meet platforms, whichever works best for you. 

Is it time you made a plan?

Knowing how we can help ourselves increase wellbeing, decrease stress and restore balance is key to living life well.


Together we can identify what works best for you and create a plan so that you can proactively work with wellness

GET STARTED: message me to learn more


What people say

Worklife Coaching
average rating is 5 out of 5

If not for Tracey, I would have allowed things to get worse

I have worked with many coaches and can highly recommend Tracey as a very effective wellbeing coach.

She helped me notice tension in the body related to my unhappiness with my work situation and showed me how to 'feel' what was going on. I could not have done this without help and, if not for Tracey's coaching, would probably have allowed the situation to worsen. I have since dealt with the situation and am much happier.

Russ L.

Business Agility Consultant

Worklife Coaching
average rating is 5 out of 5

Discovered what's important to me

Following my stroke, I often struggled with some well-meaning social interactions. I reached out to Tracey for help and during the discovery call she said I might become upset if others’ actions didn’t align with my expectations.

I went on to work with Tracey who helped me uncover my relationship values using a very practical and easy process. Effortlessly taking large amounts of information from me, accurately summarising my thoughts and helping me to focus on what matters to me.

By the end of the session I had a list of my core values which has enabled me to enjoy socialising again, an important step in my recovery journey.


EIA consultant, stroke survivor

Worklife Coaching
average rating is 5 out of 5

She just gets it

I always feel like I can bring my 'whole self' to coaching with Tracey as she listens without judgement.

She has this knack of just 'getting it'. Such a skilled and empathic listener, she somehow manages to summarise all my 'waffle' into coherent and concise themes.

In just one session, she totally understood my imposter feelings and helped me to reconsider and reframe things.

I left feeling quietly confident about my career goals and shifted from thinking 'what if I get found out' to thinking 'actually, I'm gonna smash this!'

Dr Fi Coley

Educational Psychologist

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