Description
Build a budget you will actually keep: a full video masterclass paired with a set of ready-to-use templates for every stage of your money month.
Course outline
- Your Money Baseline — Gather 90 days of real numbers, categorize spending, and see your true monthly picture before changing anything.
- Choosing a Budget Method — Zero-based, 50/30/20, envelope, and pay-yourself-first: how each works and which fits your income pattern.
- Building the Budget — Set up categories, fixed vs. variable costs, sinking funds, and irregular income handling in the included templates.
- The Weekly Money Routine — A 15-minute weekly check-in, mid-month adjustments, and how to handle overspending without quitting.
- Debt & Savings Inside the Budget — Where debt payoff and savings goals live in your plan, and how to prioritize when there is not enough for both.
- Budgeting for Couples & Families — Shared vs. separate accounts, money meetings, kids' expenses, and a joint-budget template walkthrough.
- Annual Review & Long-Term System — Year-end review, adjusting for raises or changes, and turning the budget into a system that runs on autopilot.
What’s included
- 7 video modules (lifetime access)
- Monthly Budget Template — zero-based and percentage-based versions (Google Sheets & Excel)
- Annual Budget & Sinking Funds Planner
- Weekly Check-In worksheet and Bill Calendar
- Debt Payoff and Savings Goal trackers
- Couples Money Meeting agenda and joint-budget template
- Printable PDF versions of every template
