The Freedom Audit
The Energy Budget
Let's get clear here. If you are seeking time + financial freedom in equal measure, we need to get back to the maths. Pull up your bank feed + calendar and let's get clarity on your energy budget.
1 Your Working Week
Hours I want to work per week
Total working hours including everything
hrs
Of those, hours on client delivery
Billable work only — e.g. 15 hrs
hrs
Hours on my own business
Marketing, admin, strategy
hrs
Weeks per year I am NOT working
Christmas, school holidays, actual holidays, August
wks
Working weeks / year
—
Billable hours / month
—
2 Your Money
Monthly business expenses
Software, team, training, coaching, subscriptions
£
Yearly business expenses
Insurance, accountant, annual tools — divided by 12 automatically
£
Savings / cash reserves (monthly)
What you want to set aside each month
£
What I have to pay myself monthly
The baseline — covers life and bills
£
What I desire to pay myself monthly
Your desire — what would actually feel good
£
Current average monthly revenue
Your honest average — not your best month
£
Baseline — you need
£—
Desire — you want
£—
Currently earning
£—
Gap to your desire
—
Hourly Rate Intel
Rate needed for baseline
—
Rate needed for desire
—
For intel only. This is why we price — not bill.
3 Your Services
Done-for-you or done-with-you work. Time-based delivery. Map out what you offer, how often and how long each takes.
Offer
Price
/mo
hrs ea
Services — projected monthly revenue
£0
4 Products & Programmes
Courses, memberships, group programmes, digital products. The time cost here is total monthly maintenance — not per sale. Include content creation, community management, marketing, emails and admin. How many hours does it actually take to keep this running each month?
Name
Price
sales/mo
maint hrs
Products — projected monthly revenue
£0
Total monthly maintenance hours
0 hrs
Combined Picture
Total projected monthly revenue
£0
vs baseline
—
vs desire
—
Fill in your numbers above to see your energy budget.