STEP 1 // KNOW WHERE YOU CAME FROM
“If you don’t know where you’ve come from, you don’t know where you’re going.” - Maya Angelou
Do you ever find yourself saying “rich people are a**holes” or “mo’ money, mo’ problems?” These are things we learn about money from a young age, and don’t really think to question as we get older. The thing that most people don’t realize is that if you truly believe those statements about money, you’ll subconsciously sabotage your ability to build wealth. Even if your goal is to build wealth just to give it all away.
In this step, we’ll take time to identify your money story and your mindset around money. Here you will let go of the stories that no longer serve you (like people who have money are evil - there are some incredibly generous rich people in this world!), create a mindset of abundance and finally help you to stop avoiding your money!
STEP 2 // KNOW WHO YOU ARE
“It's not hard to make decisions when you know what your values are.” - Roy Disney
In step 2 you will create and define Values for your life (and your money)! If your Vision (step 3) is your map, your Values are that GPS guidance voice, you know, the one that's always rerouting you to the best route! Away from detours, delays and construction. That is exactly what having your Values written down and defined will do for your life - you will always know the best way to go.
Annie Dillard says “How we spend our days is, of course, how we spend our lives.” The confusion and anxiety around your life will begin to wash away once you complete this step. You will know who you are, where you’re going and how to get there.
NOW you’re ready to begin creating a budget based on this amazingly powerful knowledge!
step 3 // know where you’re going
“If you don't know where you are going, you'll end up someplace else.” Yogi Berra
In step 3 you’ll create a Vision of the money story (and the life!) that you actually want! This Vision will be the map for your life. And a map shows very clearly that not just any road will work. It works best to follow the road that actually leads to your destination!
Here you will be begin to see that your money can be a tool to help you reach that long term Vision for your life. You’ll begin to truly understand what you want, where you’re going and how you can use your money to get you there!
step 4 // know your money
“How you spend your money is how you vote on what exists in the world.” - Vicki Robin
It’s time to cast your vote based on your Values! In step 4 you will create a new budget built on the Vision and Values you’ve created. (We use YNAB for our budgeting software. It’s incredible, and we’ll recommend it for-eva!) Your budget will not only be a way for you to put your money where your mouth is, but it will also begin to create joy in your life by helping you save for that family vacation you’ve been wanting to take, or those new shoes that make you feel like the most beautiful mom on the block.
While this budget will change with your life, you’ll find yourself actually wanting to check in on it rather than avoiding it and living in anxiety. You will understand what I already know about you - you are a budgeting rockstar, and you are a bada**, making a life you love - and having fun while you do it!
Step 5 // know your next step
My goal for you is to always know your next step. No more avoiding. No more overwhelm. No more feeling stuck. I have created ALL kinds of ways for you to get assistance to know what to do next.
I offer workshops, coaching, classes, community support, digital PDFs, or weekend events. (Check out the shop page) Or, DM me on Instagram or email! I completely believe in your power, and my goal is for you to believe that, too. The world needs you to be living out your Vision!