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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

Establishing healthy habits

I was having great difficulty setting up a regular meditation practice and establishing other productivity habits.

With Tracey's help, I've made a lot of progress, and I'm less anxious and more focused as a result. She provided accountability for me, and was often quite forensic in examining my practice. Overall, her guidance has been invaluable.

Drop-in Meditation
average rating is 5 out of 5

The best way to spend a lunchtime

I was introduced to Tracey when she ran an inhouse lunchtime wellbeing session at my company. I found the technique she shared an extremely beneficial way to reduce stress and restore calm during a working day.

Attending her weekly lunchtime drop-in session has since become an important part of my week. It provides a reset in my busy day and ensures that I take time to focus on ways to relax and manage stress.

Each session begins with an introduction to the practice that we’re going to use. This is essential in understanding how you benefit from the varying techniques she shares and encourages you to practice independently.

Tracey’s drop-in session is the best way to spend a lunchtime as it reenergises you, both mentally and physically. The structure of the sessions – theory and practice - has helped to reduce anxiety and rumination.

Claire M

Personal Assistant

Worklife Coaching
average rating is 5 out of 5

Helped me make necessary changes

I was struggling with something at work. Tracey helped me notice how my unhappiness with my work situation was manifesting as tension in my body.

Working with the sensations, she showed me how to 'feel' into what was going on for me and honesty examine it.

I could not have done this without help and, if not for Tracey's support, would probably have allowed the work situation to worsen. I have since dealt with the issue and am much happier.

I’ve worked with many coaches and would highly recommend Tracey.

Russ L.

Business Agility Consultant

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