Let’s get your money out of the way so you can focus on what really matters.
What if you could:
Align your spending with your family's values, goals and priorities without sacrificing financial security?
Save for the future, get your bills paid, and save for your next vacation or home remodel—all without having to think about it every month?
Say goodbye to the stress of detailed tracking and build a budget that adapts to your busy life, providing flexibility and ease?
Experience the transformative power of financial clarity and purpose in your everyday life?
I know you. You’re a busy parent who feels overwhelmed and stressed about money. But you’re also aware that time with your family is a precious resource and you’d rather not spend it managing your finances.
What you truly want is an easy-to-manage system for managing money that requires minimal mental effort, and allows you to focus on what truly matters to you.
INTRODUCING
The Intentional Money Plan
A simple and effective system that simplifies budgeting, eliminates overwhelm, and helps you live the life you want.
This isn't just another budgeting course; it's a transformative journey that aligns your money with your family's values, providing financial stability without the stress of constant tracking.
I’ve been there, and I get it.
That's why I've developed the Intentional Money Plan – a different approach to money management that aligns with your busy lifestyle. This isn't about detailed and restrictive budgeting; it's about empowerment and simplicity.
It’s about confidently taking control of your finances while freeing up your time for the things that matter most.
This system is right for you if you want to:
Simplify Your Finances
Discover a stress-free approach to managing your money. No more worrying about whether you have enough to pay the bills AND save for the future.
Enjoy Flexibility
Say goodbye to tracking every little expense and arbitrary spending limits. Embrace the freedom to spend your money on what matters most each month.
Prioritize What Counts
Focus on your financial goals and what truly aligns with your values. No more getting bogged down in daily decision-making – your money works for you.
Build Financial Stability
Establish a solid financial foundation for your family’s future, by making sure you can pay your bills and save for emergencies, future expenses, goals, and retirement.
All while spending as little time as possible managing it.
With the Intentional Money Plan, you won’t have to:
Meticulously track every single expense
Divide your purchases into countless categories
Set arbitrary spending limits for each category
Spend hours planning where every dollar will go
Worry about running out of money because of irregular expenses
Sacrifice flexibility in your spending choices
Feel overwhelmed by complex financial tracking
Constantly monitor and adjust your budget
Compromise on enjoying life's little pleasures
Feel restricted by a one-size-fits-all approach
STOP STRESSING AND WORRYING ABOUT YOUR MONEY
Let me help you end financial overwhelm and create a life you love.
The Intentional Money Plan Course walks you through all of the steps to create your plan so that you don’t have to figure out what to do next or question if you’re making the right decision.
By the end, you’ll have an automated plan that gives you the confidence that you’re taking care of yourself now and in the future and frees up time and mental energy so that you can focus on living the life you want.
Course Modules
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In this unit, you'll be introduced to the concept of the Intentional Money Plan. You'll gain a clear understanding of how this method of managing money differs from traditional budgeting approaches. We'll explore the benefits of adopting this system, including its simplicity, flexibility, and ability to prioritize what truly matters in your life.
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In Unit 2, we'll take a deep dive into your current financial situation. In order to figure out where you want your money to go, we need to have a clear understanding of where your money has been going. You’ll learn the exact steps to take to accurately assess your spending (without judgment).
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Aligning your money with your values and goals is the best way to increase life satisfaction and overall happiness. In this section, you’ll learn how to identify your values and set goals, all while establishing your basic financial security.
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In this unit, we'll craft your personalized Intentional Money Plan. You'll learn how to determine the ideal allocation of your income to essential categories like savings, bills, and future expenses. This step ensures that you have a clear roadmap to financial success and security.
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Unit 5 is all about implementation. You'll learn practical techniques to set up and manage your Intentional Money Plan effortlessly. We'll guide you through automating your finances, setting up separate accounts, and streamlining your money management process.
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In this unit, we'll explore how to maintain and fine-tune your Intentional Money Plan over time. You'll learn how to adapt the system to changes in your life, such as variable income or unexpected expenses. Monitoring your progress will become a simple and stress-free part of your financial routine.
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In Unit 7, you’ll find additional resources to enhance your financial knowledge and skills. From money-saving tips and investment insights to mindset shifts for financial success, these resources will further empower you on your financial journey.
Hi, I’m Annie!
Years ago, I was just like you—a busy person who wanted a simple way to manage my money without having to write down every purchase or spend hours dividing my Target receipts into categories like groceries, personal care, health, and fun.
Since I couldn’t find a method I actually wanted to use, I developed my own way of managing money—a method that gives me the flexibility to do what I want while ensuring my bills are paid and that I’m saving for the future.
The best part? This system allows my husband and me to spend less than one hour per month managing our money! It's liberating to have the freedom to enjoy life without being bogged down by financial complexities.
As a financial coach, I have helped many individuals achieve their financial goals through smart budgeting and mindful money management. I hold a Certificate in Financial Planning from Boston University, empowering me with the expertise to guide you towards success.
But this isn’t about me. It’s about you.
I have watched so many people experience stress, worry, anxiety and fear because they’re not confident that they’re doing the right things with their money and they’re not sure if they’re going to be okay.
And through financial coaching, I have watched many of those same people take a deep breath of relief as they suddenly have clarity around what has been happening with their money and the confidence of knowing what to do next.
That’s why I developed this course—to help as many people as possible find a simple and easy way to manage their money that makes them feel better about their finances and allows them to focus on living their best lives.
Ready to transform your financial life and focus on what truly matters? Join 'The Intentional Money Plan' now and embark on your journey to financial freedom.
FAQs
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The Intentional Money Plan stands out for its simplicity and flexibility. Unlike traditional budgeting, it doesn't require meticulous tracking or detailed categorization. It empowers you to prioritize what matters most without feeling restricted by arbitrary spending limits.
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The Intentional Money Plan is specifically designed for busy parents who want more control over their money but find traditional budgeting methods overwhelming and restrictive.
This system works best if you feel like you are someone who makes a decent amount of money, but you just can’t figure out where it all goes.
If you're a parent seeking a simplified and intentional approach to managing your finances—one that aligns with your family's values, provides financial security, and allows flexibility without the need for extensive tracking—then The Intentional Money Plan is tailored to meet your needs. Whether you're juggling work, parenting, or both, this course offers a transformative system to help you take control of your money with clarity, purpose, and time to enjoy what matters most.
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This system may not be best for those who function best by having more detail. It requires a focus on the bigger picture and setting up systems on autopilot. If you have concerns about running out of money or not being able to pay bills, you may want to consider a zero-based budget instead.
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It’s understandable that you’re concerned about paying for help when you’re struggling with money. However, people who use this system are far more likely to get ahead, save money, and reach their goals. This is an investment that will help you change the course of your finances and transform the way you feel about your money.
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Yes. This course isn’t for everyone and I want to encourage you to give it a try even if you’re not sure it’s right for you. If you find that this just isn’t a good solution for you, simply send me an email within 30 days to arrange a full refund.
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Absolutely! The Intentional Money Plan is designed to accommodate variable incomes. You'll learn strategies to budget effectively, considering fluctuations in your cash flow and ensuring you can confidently manage your finances regardless of income changes.
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If you are struggling to make this system work, I encourage you to send me an email with your questions or challenges. I will do my best to help you and point you in the right direction. You can also schedule an hour-long Google Meet with me to receive one-on-one, personalized advice for a discounted rate of $197.
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Definitely! The Intentional Money Plan is designed to help you optimize your finances, reduce unnecessary expenses, and allocate funds towards debt repayment and savings. By the end of the course, you'll be equipped with the tools to build wealth and financial security.
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Absolutely! I’ve included extra resources and tips for couples who are combining finances in a variety of ways. Couples can take this course together to align their financial goals and decisions. The course offers valuable insights and techniques for managing finances as a team, fostering open communication, and working towards shared financial aspirations.
