Plan Your Money Like a Boss

Hey beautiful!!


Do you have some time to chat with me today?

You’ve been using your planners, notebooks, and binders to do everything BUT build wealth, and today I want to change that.

Whether you’re a boss woman with a Type A personality or a flourishing creative soul, you probably love checklists, notebooks, planners, cute stationery, and anything else that’s supposed to help you stay organized and in control.

Personally, beautiful stationery that inspires productivity and helps me master my life is part of my  success arsenal. Especially when it comes to my finances. 

Can I share a little bit of my story with you?

I created my very first financial planner out of a $1 composition notebook when I was 10. I was living in one of the poorest neighborhoods in Chicago and deep down I knew I wanted something different.

I’ll spare you the details. Just know that I became very interested in how money worked. I used my composition notebook to write down every single penny that I found, earned, or spent and at the end of the day I would tally it all up and start again.

I loved it!

Soon, I had thousands of dollars in the bank just by implementing one simple philosophy: Every Penny Counts.

At 10 years old I learned how to use the power of planning to build wealth, and that is exactly what I want to share with you.

Here are my 3 ways to use your planner or notebook to build wealth:

Step 1: Use Your Planner or Notebook to Gain Clarity

A simple planner is literally the most perfect tool ever created to help you build wealth, but for some reason, we use them for everything else but that.

It can help you stay organized, focused, and in action, which is exactly what’s needed to achieve financial freedom.

If you choose to use your planner or notebook to plan for your financial future you will be amazed at how easy and effective it is.

In order to gain clarity around your finances you will need a financial planning system specifically designed for that purpose.

Our downloadable planner system is called the Pretty Penny Planner and it is extremely flexible. You can use it with your current planner system (Happy, Recollections, Erin Condren, etc) or, you can create an entirely new planner just for you and your money. And of course, you can also use a notebook!

You can check out our budget planners here. 

The Petty Penny Planner will help you develop your financial vision, create a value based budget, identify critical financial accounts, create quarterly goals and execution plans, and so much more.

It’s super flexible so you can customize your planner to your specific financial needs!

But don’t stop with your beautiful paper planner! As a backup, I recommend you use some of the digital tools of the 21st century, starting with mint.com.

This is not meant to replace your planner at all (as if anything could) but it is meant to serve as an extra layer of accountability and support.

Step 2: Use Your Planner or Notebook to Develop Consistency

Why do you even use a planner? Well, they’re fun. But also because if you didn’t your life just might be all over the place. When left to my own devices I kinda just go with the flow, but my planner helps me get organized and stay consistent.

Well, guess what… consistency is exactly what your money needs. Develop daily, weekly, and monthly rituals that help you stay inspired and focused on reaching your goals. For example, everyday when you open your planner for the first time, check your bank app and write down your account balance. Small rituals like this can make a huge difference.

Your planner gives you the opportunity to focus on your goals because they’re right there in front of you!! This puts you far ahead of most people who never even take the time to write their goals down. And guess what, it’s still not always enough.

Yes, your goals look shiny and exciting now, but how long will tha last? The thing about consistency is that without inspiration, it usually dies.

This is why we’ve developed a monthly membership group to inspire you to focus, have fun, and achieve results in a new area of your finances every 30 days. This process of enforced consistency and renewed inspiration has produced some awesome results!

Step 3: Use Your Planner to Share with Your Communities

Writing down your financial plan inside of your planner is a great start. You get to gain clarity, develop consistency, and really take on your finances in a way that you never have before.

Kudos to you. Boy are you going places and I commend you for that. But guess what… your journey does not end with you. In order to seal the deal on your financial plan and ensure that what you write down on paper actually comes alive, you have to SHARE with your communities.

Tell your mom about one of your goals and see what she says. Share with your sister about some of the things you are saving up for. Tell your best friend that you plan on making your first investment in the next 3 months.

Also, Do you know how many planne groups there are on facebook? There are groups for newbie planners, happy planners, savvy planners, and more.

Use the community as part of your accountability system. Sharing inside of a community greatly increases the chances of you achieving your goals. In fact, feel free to join our private Facebook group where we focus on having fun and planning for wealth.  

Whether you’ve been using a planner for years or you’re thinking about it for the first time, let me tell you a secret. As a financial coach for the last 5 years, planning is one of the best strategies you can use to empower yourself to achieve financial freedom.

If you want to try it, I recommend taking a look at our signature planner. It’s priced so low that you have nothing to lose, but so much to gain. Try it out and watch as your bank account grows.


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