One week only. No coupon code needed—discount automatically applies at checkout.

Summer Tent Sale ☀️ 50% Off Sitewide

$35

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.

TECH SPECS:

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

$35

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".

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Word on the Street

Step into my Sunshine Folder

artist

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."

THE TOOLS TO FREEDOM

photographer

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