Available to all students inside my business course, The Blueprint Model.

Access to my Asana Task Workflow Template included!

Lifetime Access. Revisit the Curriculum at any time!

Available as a printable pdf or digital file using Evernote

Learn at your own pace, at your own convenience. Recorded Training to watch, pause, take notes, play. Repeat.


Confession: I’ve totally been that person a week before taxes were due sorting through receipts and trying to get my quickbooks up to date. I know from experience that if you don’t make room to stay on top of your finances consistently, it’s a task that inevitably ends up on the back burner.

Money date, duty day, finance Friday —whatever title you love best, your business deserves and home finances at least one day a month to get down to the nitty gritty dollars + cents. Get my step-by-step workflow for managing our home and business finances in just one day per month! 

Monthly Financial Management—Simplified!

Hundreds of Happy Customers


Now I’m passing my exact workflow— step-by-step checklist to you!

Albert Einstein says to never memorize anything you can look up. I’m a big fan of automation and creating a simplified workflow to manage our home and business finances makes keeping track of our money easy! 

Systems & Workflows


Snag my System
One Time Payment

Follow my Monthly Money Checklist to make Managing $$ Simple!

My Monthly Money Date Workflow & Checklist  is available to all students inside my business course, The Blueprint Model.

Your Purchase includes: My Simple system for staying on top of my business and personal finances each month, my monthly money workflow checklist + Asana template. Plus, a Quick Video Tutorial to help implement your own "money date".


Word on the Street

Step into my Sunshine Folder


Amy T. Won

"I have never been so giddy about numbers before! I've shed many many tears about money over 9 years of being a creative entrepreneur and I'm never as confident as I am now."

finally, finances feel doable

floral design

Mary Love Richardson

"I'm just so excited to understand all of these numbers and definitely feel equipped to approach next year with new confidence and a concrete plan."



emily christisen

"She tailors the information to entrepreneurs and small businesses and does a great job of explaining finances to the average person."

shanna makes it so easy