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.

Take Spending Quiz 🧠Buy Workbook

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!

Improve Financial Wellness - Money Personality Type Quiz

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

couples money fights - Improve Financial Wellness

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

Financial Tips for Newlyweds - Couples Budgeting Template

Overwhelmed and unsure where to start? There’s a lot of advice out there about money. How do you know what’s right for you? Learn to make confident decisions and set clear goals based on your values.

 

*Free Guide

Learn Intentional Spending + Value/Goal Alignment

Result: No More Financial Stress

Not restriction—freedom to live meaningfully. Let’s align your spending with what truly matters.

7

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

control spending - Improve Financial Wellness

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.

>>> TAKE QUIZ

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?

>>> BUY WORKBOOK

    control spending - Improve Financial Wellness
    Get a Financial Wellness Plan - Improve Financial Wellness

    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.

    >>> DOWNLOAD KIT

    2. Get a Personalized Financial Health Check-up.

    Calculate your Financial Health Ratios, Build a Strong Financial Foundation, and Simplify Financial Tasks.

    >>> FINANCIAL HEALTH CHECK

    Improve Financial Wellness Get on the same page about money - Checklist Financial Planning Guide

    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? 

    Improve Financial Wellness Get on the same page about money - Checklist Financial Planning Guide

    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!

    Improve Financial Wellness - Money Personality Type Quiz

    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.

     

    Financial Tips for Newlyweds - Couples Budgeting Template

    Talk About Money Without a Fight...

    Plan Together— Money Talks Cheatsheet 👩‍❤️‍👨

    Tired of the stress and tension that come with talking about money in your relationship? Communicate more effectively and create a shared vision for your finances. Start your journey to financial harmony together.

    Couples money talk Cheatsheet - Improve Financial Wellness

    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

    Kaitlin Knepper Improve Financial Wellness

    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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