Out of the Weeds: Financial Mise En Place 2026

OUT OF THE WEEDS: How to Setup Your Financial Mise en Place
Managing personal finances can often feel overwhelming, leaving many people stuck in a stressful cycle of living paycheque to paycheque despite working long hours. We’ll skip the financial jargon and help you put together a clean, actionable plan for your money. You will learn how to define concrete short- and long-term financial goals, manage your cash using a simple 50/30/20 framework, and build a reliable safety net for unexpected emergencies. Finally, we will cover how to automate your bills and savings, allowing your financial foundation to grow in the background while you focus on everything else in your life.

Wendy Underwood –  Lifeform Financial Coaching

As the founder of Lifeform Financial Coaching, Wendy Underwood believes financial literacy is a right, not a privilege. Often described as ‘personal training for your money,’ Lifeform’s financial coaching helps clients set goals, improve literacy, and master the behaviors blocking their success. As a Certified Financial Counsellor (CFC) candidate with a Post-Degree Diploma in Financial Planning, Wendy uniquely understands the hospitality sector as the founder of Fever Pitch Marketing Communications—a tourism-focused PR agency. She is dedicated to helping individuals and business owners build sustainable, actionable money plans to achieve their financial vision.