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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.

Mental Wealth Management Plans provide 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.

In creating a Mental Wealth Management Plan, you become empowered to proactively manage stress and care for your mental health, 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 and/or overwhelmed.


As you complete each task, you will gain insight into what helps you stay on 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 sessions. 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 GoogleMeet platforms. 

I will be running a Group Planning Session in May 2023, date to be decided.

LEARN MORE: Join interest list to stay up to date

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. I can help you discover what works for you and create a plan so that you can proactively take care of your mental health and wellbeing

GET STARTED: message me to learn more


What people say

Worklife Coaching

average rating is 5 out of 5

I was struggling to cope with various situations and finding it difficult to effectively deal with my emotions.

Tracey helped me develop approaches that work for me.

I now have a good set of tools and techniques I can draw on to support me. I have experienced very good results with them.

Richard M.

GIS Manager

Drop-in Meditation

average rating is 5 out of 5

Spending 30 minutes doing mindfulness with Tracey is probably the most important self-care activity of my week.

Russ L.

Business Agility Consultant

Drop-in Meditation

average rating is 5 out of 5

I didn't know what to expect and thought mindfulness and meditation was totally out there.

Having attended these drop-in sessions I can tell you that mindfulness and what Tracey shares has changed my life. If you are feeling stressed. Go sit with Tracey.

Coastal Advisor

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