The first step is to evaluate your money situation. We will take a close look at where you're currently at with your money. This one may take you the most time, but the good news is, you only have to do it once. NOT every month!
Goal Setting & Action Plan
After you've spent the time to evaluate where you're at with your money, it's time to decide where you need to go. I will share important financial orders of priority to help you set goals that are wise and helpful for you moving forward. We will turn the goals you set into an easy-to-follow action plan.
Setting Up Systems
After you've created your action plan and you know what financial actions you will be taking. It's time to set up automatic systems to help you to execute your action plan and to keep it going with little to no effort from you once it's set.
Maintain & Adjust
I will explain when you need to review your plan and adjust it to keep it going so that it's always working for you.
What our clients say
"I really liked how simple and easy it was to follow the course and it did not overwhelm me. I have a new found freedom in the way I look at finances. I would recommend it to a friend. I think it would be a great resource to add to my collection of resources to refer others to."
"It was all very well done and easy to understand. I feel confident now that I will be able to get much more control over my finances. I am so glad that I took this course. I will use the excellent tools to continue practicing these principles from now on. The teaching is clear and there are several options for more assistance if needed."
"Allyson not only gives practical tips but challenges our belief system that keeps us stuck with little money and lots of debt."
It's time for a financial plan that busy women can follow. It takes a little time to set up, then runs on auto-pilot. No more tracking every dollar to stay on track. Meet your biggest financial goals with little to no time to manage.
Mini-Course includes access to 6 videos that walk you through each step, setting you up for success. Each step includes downloadable worksheets to print to help organize all your thoughts. There is also an excel sheet to help you with the evaluation step. You have all you need to get your financial plan set up and in motion aiming at accomplishing your biggest financial goals!