The ULTIMATE Planning and Budgeting Spreadsheet!

This is a simple budgeting template that will help you get started tracking your expenses and creating your first budget!

Design your journey to financial independence and become work-optional. This strategic tool is designed to help you map out the necessary savings targets to reach so that you can retire, either at traditional age in your 60s, or earlier! Plus, you'll see clear insights that can help you make financial and career decisions as you think about your broader financial plans.

The ultimate career planning template!

A comprehensive guide to creating your own financial plan

Modern money management skills & habits for the everyday Millennial (and Gen-Z!)

Take control of your time with thoughtful planning!

Join me for a 2025 planning + retrospective session! We'll cover how to review your progress from 2024, how to create your budget going into 2025, how to set goals, and more! Come prepared ready to work, participate, and take action on your finances for the new year! (3 sessions will be offered - recording will be available)