Resources
life changing
Check out my favorite tools of the trade, inspiration, life changing books, and free resources to help you on your journey.
resources
Monthly Budget Worksheet
Free!
the intentional
A complete monthly budget planner and financial reset workbook designed to help you build calm, sustainable money habits.
Create a personalized budget, pay down debt, plan savings, and move forward with clarity, confidence, and intention
Now Available!
Money Planner
a financial snapshot
The Twelve Month Digital Budget System
A simple, calm starting point to help you understand your money.
This worksheet gives you a clear monthly snapshot of your income, expenses, and habits — without overwhelm, guilt, or pressure.
Perfect for beginners or anyone craving clarity.
A complete digital budgeting system designed to help you plan your money, track spending, build savings, and stay aligned with your financial goals all year long.
Includes monthly budgeting pages, savings and sinking fund tracking, automatic calculations, a notes section, and a goals planning tab — the same system used in private financial coaching.
$37
The Christmas Budget Planner
The Deluxe Christmas Planner Workbook is a beautiful way to kick-start your Holiday planning.
Create a spending budget, track your activities, and identify the traditions that are meaningful to your family!
Enjoy a Holiday Season that is peaceful and a future that is Merry & Bright!
NOW AvailablE
Sinking Fund Fact Sheet
One question I often get asked is "what the heck is a sinking fund”- So, let's break it down, shall we?
Get your copy of the Sinking Fund Fact Sheet
Free!
Goal Setting
It's hard to know how to get there when you don't know where you are going.
Set goals, but most importantly, get super clear on the steps you need to take to achieve them
Free!
roadmap
Weekly Task List Planner
With space for breakfast, lunch, and dinner for each day of the week, this planner supports mindful meal planning, smarter grocery shopping, and less last-minute stress.
Its clean, feminine design makes weekly planning feel calm and approachable
coming soon
Budget Planner
Because it is soooooo easy to get swept away!
Set a Budget, get to saving and start your life together in Financial Peace!
Coming Soon!
Weekly Menu Planner
the wedding
This single-page worksheet gives you space to define weekly goals, track tasks, and capture notes — all in one peaceful printable.
Designed with a soft, feminine aesthetic and intentional layout
coming soon
Most Inspiring Books
The 4-Hour Workweek by Tim Ferris
The Rhythm of Life by Matthew Kelly
Master Your Money Mind by Amber Lilyestrom
Atomic Habits by James Clear
Love Your LIfe, Not Theirs by Rachel Cruze
Simple Monthly Budgeting Routine
Grab a cup of coffee
Open the Digital Budget Planner (you can get one )
Input Projected Income
Input Expected Expenses (including savings and investments)
Based on the projected bottom line, allocate any additional funds to savings/investments/debt payoff depending on your stage of the journey
Log payments throughout the month
Pat yourself on the back- you're the director of your finances
Tools of the Trade
Scribe // For note taking
Zoom // For virtual client meetings
Calendly // For scheduling meetings
QuickBooks // For managing finances
Showit// For website design
Dubsado // For a CRM
