Stressed about Money?
Get in Control of Your Spending–
Take the quiz to unlock your spending personality then follow the step-by-step plan to spend with intention and meet your goals.
Stressed about Money?
Get in Control of your Spending–
Take the quiz to uncover your spending personality then follow the step-by-step plan to spend with intention and meet your goals.
What Is Causing You the MOST Financial Stress?
No matter what is stressing you out about your finances, the answer is not restriction. Let’s align your spending and goals with what truly matters—the freedom to live meaningfully. So, what’s causing you the MOST financial stress?
Choose one to start!
Out-of-control spending stressing you out? You’re not alone! Values, strengths, and weaknesses all are important aspects of your spending personality impacting how you handle money. Let’s get your spending under control so you can feel at peace and spend with purpose.
*Personality Quiz
Getting on the same page with you spouse about money is easier said than done Money Fights casuse stress to the majority of couples. Learn how to strengthen your relationship and unite around a shared financial vision.
*Free Cheatsheet
Getting Started is Easy
There are 3 simple steps to working together on your improved financial wellness.
Step 1 : Choose a Path
Step 2 : Explore Resources
Step 3 : Take Control
Say Goodbye to Financial Stress—Choose Your Path
Path 1
Path 2
Path 3
Path 1: Get Control of Your Spending
Make Managing Money Intentionally Simple, Intuitive, and Non-Restrictive:
1. Identify Emotional Spending Triggers that might throw you off track.
To learn Take the quiz to Uncover Your Unique Spending Personality.
2. Follow the F.L.O.W. Plan to Overcome Impulsive Spending to stay in control.
Ready to Implement a Percentage-based Budget & Cash Flow System?
Path 2: Get a Clear Plan
Financial Health & Wellness Planning
1. Breakdown & Implement the Hierarchy of Financial Wellness.
Ready to Clearly & Confidently Identify Next Steps for Improved Financial Wellness? Get the FREE Financial Wellness Kit.
2. Get a Personalized Financial Health Check-up.
Calculate your Financial Health Ratios, Build a Strong Financial Foundation, and Simplify Financial Tasks.
Path 3: Get on the Same Page
Build Healthy Communication Based on Shared Values, Goals, Respect, Understanding, & Trust
1. Learn to talk about money (Without a Fight), Identify Shared Values & Set Value-Aligned Goals.
2. Follow the T.A.L.K. Plan to Stop Money Fights & Get On The Same Page. Ready to implement a Simple Framework for Financial Communication & Decision-Making?
Get Started Today & Eliminate Money Stress
How Can We Help?
Understand Your Spending Habits...
Spending Personality Quiz 🧠
Uncover what’s influencing how you handle money. When you better understand your mindset around money you’ll gain insights to make more intentional choices. Take the quiz for the first step towards building healthier spending habits!
Get A Step-By-Step Plan...
Financial Wellness Checklist 📋
Designed to guide you through a simple, actionable plan to improve your financial health. With easy-to-follow steps, you’ll be able to assess your current situation, set achievable goals, and start building a solid financial foundation.
Don't Let Financial Stress Control Your Life
Simple changes could make massive impact!
Old You:
Stressed
Struggling to Save
Avoiding $ Issues
Guilty about Finances
Overwhelmed
New You:
Confident and In Control
At Peace and Free from Stress
Empowered and Purposeful
Making Progress and Growth
Aligned and Connected
Live & Spend Intentionally
Hi, I’m Kaitlin, your Accredited Financial Counselor (AFC®) and Financial Wellness guide.
Your personality and values heavily impact how you handle money. Here you’ll find the financial wellness tools, tips, and guidance you need for improved financial wellness.
Ready to spending intentionally, build strong financial foundation, and finally get on the same page about money?
Working together you’ll:
- Understand and optimize your spending personality, habits, and money behaviors
- Find alignment between your values and financial goals
- Get control of your spending
- Learn to stick to your budget
- Get on a path toward your stress-free finances
- Reach your financial and life goals
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