Monthly Money Management
You have done the work. You have a system. Now you just need someone to help you actually use it — consistently, month after month, without letting it drift to the back burner.
Why choose the Monthly Money Management:
This is not coaching. That's not what you need here. This is also not me holding your hand and hoping for the best. This is consistent monthly accountability and motivation that keeps you moving forward without having to white-knuckle it on your own.
Monthly Money Management is ongoing support for the person who has done the work of getting organized and wants to make sure it sticks. Not because they cannot do it alone, but because having someone in your corner every single month makes the difference between a system that works for a few weeks and one that becomes part of how you actually run your life.
One call. One weekly check in. One person who knows your financial situation and actually gives a damn about how it is going.
How it works...
A simple consistent rhythm that keeps your finances from falling off your radar.
The Weekly Pulse Check
Every week you will receive a structured email to check in. Answer when you can. Just a simple check in that keeps your finances from drifting to the back burner between calls.
Your Monthly 30 Minute Call
Once a month we get on a call. How are things going? Where are you struggling? What worked this month and what didn't? And then we look at what is the plan and goal for the month ahead. Simple. Focused. Always worth your 30 minutes.
Email Support
Between your calls and your Weekly Pulse Checks you have email support during business hours because sometimes things come up and you need a real answer before your next call.
What is in included
The Weekly Pulse Check — a short structured email every week
1 x 30 minute monthly call
Unlimited email support during business hours
Annual Subscription - $25 USD per month (billed annually $300 USD)
Month to Month - $30 USD per month
This IS for you if...
You already have a money system in place and want someone to help you stick to it
You work better with consistent accountability than you do completely on your own
You want regular touchpoints without the commitment of a full VIP package
You are done letting your finances drift to the back burner every time life gets busy
You want someone who knows your financial situation checking in with you every single week
You are ready to make money management a consistent part of how you run your life
This is NOT for you if...
You are just getting started with organizing your finances, start with the Anti-Budget Budget
You want intensive hands on support, the VIP 1:1 is probably your better fit
You are looking for someone to build your system from scratch
You are not ready to show up consistently
You are a die-hard Dave Ramsey fan who believes the envelope system is the only path to financial salvation — we respect the commitment but this is not that
You want more support than one call and weekly emails can provide
Ready to Make it Stick?
You have done the hard part. You built the system. Now let's make sure it actually becomes part of how you run your life — one month at a time.
Hours of Operation
MON – FRI
10:00am – 1:00pm
4:00pm – 10:30pm
SAT
3:00pm – 10:30pm
SUN
We are closed
Drop Us a Line
Don't be shy. Let us know if you have any questions!