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Money with Katie | Spending, Investing & Taxes

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Learn How to Budget for Your Dream Lifestyle with This Millionaire Masterclass

Welcome to the Budget Like a Millionaire Masterclass: Developed using insights & takeaways from hundreds of one-on-ones and Custom Plan clients, I’ve essentially distilled everything I’d ever want someone to know about building a budget into four, intentional modules – and I’ll be holding your hand from start to finish. This is the exact method I used for setting up my own spending plan – so I know it works.

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How To Create a Budget for the Life You Want to Live — Budget Like a Millionaire

It’s an art and a science to create an intentional spending plan that’ll enable you to live joyfully in balance while still protecting your future self’s happiness. Because without an intentional spending plan, you’re leaving Future You’s happiness to chance – and I think we’d both agree that you deserve (and are capable of) more than that.

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How to Create a Budget That Works — Budget Like a Millionaire

If you’ve tried budgeting in the past and failed, it might feel like it’s not worth the trouble. I can’t tell you how many budgets I tried before I developed this approach that finally helped me create a budget that I can actually stick to.

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Spending & Saving Tips For Beginners — Budget Like a Millionaire

I get it. It can be tempting to dive headfirst into the sexy stuff – cheating the IRS! Making millions! There’s a reason why so many courses exist that purport to teach you the “secrets.” But here’s the actual secret: It doesn’t matter how tax-optimized you are if you’re overspending. The #1 thing that’ll make a difference? How much you’re investing every month. That has to start with a solid spending plan – because money that doesn’t get spent, gets invested.

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How to Set and Stick To a Budget — Budget Like a Millionaire

Are you tired of looking back on months of work and having nothing to show for it financially? This Masterclass is my comprehensive four-step process for creating an intentional spending (and saving) plan that actually works.

the finance spreadsheet that's actually cared to you

Wealth Planning + Finance Strategy — How To Set Up Your Tracker To Work For You

After hundreds of 1:1 sessions, I built a “recommendation engine” that uses your income to determines goals for a few key areas that are typically fuzzy: Housing Cars Saving & investing “Fun” money The recommendations populate directly into the spreadsheet so you can use them as reference when filling out your goals.

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Finance & Budget Tracking — Your Income, Saving & Investing In One Place

Ready to stop shuffling aimlessly from month to month without a plan, but need help building a strong foundation? My signature Wealth Planner and gives you all the tools you need.

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Debt Payoff

Financial Independence

Financial Planning — How This Spreadsheet Will Set You Up For Success

After months of sharing my own progress on Instagram, I realized I wanted a dashboard view of my spending every month and high-level views of the year as a whole. As you fill out the tabs, your summaries will populate and provide insights – like progress toward financial independence (a number that’s calculated for you, based on your net worth, income, and spending), debt payoff, and spending goals for 2021.

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The Wealth Planner — A Finance Tracker For Busy Millennials

Obviously, my intent in creating the Wealth Planner was to provide a tool that was so intuitive and easy to understand that it wouldn’t require someone sitting down with you and explaining it – but I realize that, sometimes, opening an Excel file with six tabs makes an overwhelming situation (setting up your financial life for the first time) even more overwhelming. Today, we’re going to go through the Planner – sheet by sheet – so I can show you how I’d set it up if I were you.

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Finance Planner Template

Financial Plan

Finance Planner

Planner Template

This Finance Planner Template Is Designed To Work For You

The Wealth Planner was created for anyone who feels like they need a strong foundation on which to begin building a financial plan that’ll actually work. Your income, spending, saving & investing, and net worth are all housed in one easy-to-use spot.

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