Your financial health is an important part of your overall wellness strategy.
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Money fuels your future. It brings you closer to your goals and the freedom you seek.
But how do you plan for your future?
What questions should you be asking yourself?
Is there a way to make sure your future is what you want it to be?
The Money Date Box® will help you do the necessary work to uncover YOUR priorities on your personal journey. Then, you’ll dive deeper into your finances to create a plan to thrive in your future.
It’s simple. You pick a card and tell your story, from your everyday expenses to the boundless dreams you have for your future. Honesty is key here! Afterward, you can use The Money Date Box® Planner to turn your dreams into a solid plan for the next year
Money gives you choices; money gives you options™. When you understand your overarching financial picture, you take ownership of your future.
It won’t happen overnight, but The Money Date Box® will help you take the first steps to achieve your financial goals. Today is the day to start.
AKA: Everything you need to set you on the right path to financial freedom!
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.
TAKE CONTROL OF YOUR MONEY & ACHIEVE YOUR FINANCIAL GOALS: Do you struggle to keep your finances in order? It’s a lot to keep track of, but The Money Date Box® Planner simplifies the process by helping you manage all of your financials—savings, budgets, debt payments, and more—in one place. By using this comprehensive, easy-to-understand budget tracker, you’ll be better equipped to spend well, start saving, set, and—yep!—achieve all of your financial goals.
STAY ON TRACK & FOCUSED, SET MONTHLY & QUARTERLY GOALS, & BUDGET: It all starts with a plan! Each month, write down your monthly and quarterly financial goals. Put reminders of bills and payments due on the calendar. Make a monthly spending plan before you spend. Use predefined expense categories to plan your monthly budget. During the month, track all of your day-to-day spending. At the end of the month, review it all, identify negative spending habits, and make a plan to improve next month.