Your Year-End "Money Date" Outline
The secret sauce to hitting 2026 financial goals? Actually *talking* about them, setting them, and reflecting on 2025.
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 you'll be able to download via Google Sheets or Word!
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 2026! Like a year end business review for your life.
