MONEY IS A TOOL TO HELP YOU REACH YOUR GOALS™...

Will Help You Get there faster

What Is The Money Date Box®?

The Money Date Box® is a tool to empower you to start taking ownership of your financial future.

Our box was created to help educate you about your finances and create a financial road map based on your priorities — all in just eight money dates.

Money gives you options.™ 

Money gives you choices.

Money is your superpower.

The Money Date Box® is a way to show up, to voice what’s important to YOU on YOUR personal journey, and to create a plan for YOUR future success.

When you understand your relationship with money, it helps you achieve your goals. Money dates start conversations that empower.

Schedule a Money Date with yourself or your partner today!

Each week set a ‘Money Date’ and work through the contents of your box. Start showing up for your financial future by discovering your own values and priorities. At the end of eight weeks, you’ll walk away with the foundations of a financial plan, which you can continue to grow with our yearly Money Date Box® Planner. In our boxes and our year-long planner we cover topics like:

  • Cash Management
  • Debt
  • Investing
  • Retirement
  • Insurance
  • Estate Planning
  • Education


AKA: Everything you need to set you on the right path to financial freedom!

No background in finance? No problem. In addition to receiving the physical box, you’ll receive access to our exclusive eight-week audio course with added content to support you on your financial journey. 

With The Money Date Box® and The Money Date Box®] Planner you’ll begin building your financial future and develop a healthier relationship with your money.

Each week set a ‘Money Date’ and work through the contents of your box. Start showing up for your financial future by discovering your own values and priorities. At the end of eight weeks, you’ll walk away with the foundations of a financial plan, which you can continue to grow with our yearly Money Date Box Planner. In our boxes and our year-long planner we cover topics like:

  • Cash Management
  • Debt
  • Investing
  • Retirement
  • Insurance
  • Estate Planning
  • Education

AKA: Everything you need to set you on the right path to financial freedom!

No background in finance? No problem. In addition to receiving the physical box, you’ll receive access to our exclusive eight-week audio course with added content to support you on your financial journey. 

With The Money Date Box and The Money Date Box Planner you’ll begin building your financial future and develop a healthier relationship with your money. 

The Money Date Box® Blog