Your Year-End "Money Date" Outline

The secret sauce to hitting 2025 financial goals? Actually *talking* about them, setting them, and reflecting on 2024. 

FREE Download

I'd be happy to send ya the agenda my husband and I follow & have evolved over the past several years. Just gimme a few deets below and it will be in your inbox!

What You'll Get

Google Sheets & Word doc with a detailed agenda outlined for your year-end "Money Date". Host with yourself or w/ a partner. 

Thought provoking questions and reflections to help you *actually* hit those 1 year, 5 year, and 10 year financial goals. 

A launchpad + motivation for forward financial progress starting in 2025! Like a year end business review for you life.