Financial Safety Checklist

Create a solid foundation for your financial life with this beautifully designed Financial Safety Checklist — a simple, practical guide to help you feel secure, organised, and in control.

This checklist walks you through the essential steps every woman needs to build financial safety:
✔ Your emergency fund setup
✔ Monthly essentials and recurring bills
✔ Insurance basics
✔ Debt awareness
✔ Key financial documents
✔ Simple automations to reduce stress

Each section is written in clear, calm, supportive language — no jargon, no overwhelm.
Just straightforward steps that help you understand:
✨ What you need
✨ Why it matters
✨ How to set it up quickly

Perfect for working women, busy mums, or anyone who wants to stop feeling behind and start feeling prepared.
You can complete it in under 20 minutes and revisit it anytime you need a reset.

Print it, save it on your phone, or keep it in your planner this is a tool you’ll come back to again and again as your life grows and changes.

Build safety. Build confidence. Build a financial foundation you can rely on. 🌿