Learn How to Afford What You Want Without Sacrificing Your Responsibilities in Two Transformational Phases

Making confident financial decisions for spending now and saving for your goals doesn’t have to feel overwhelming. If you want to finally achieve the progress toward your financial goals you’ve been promising yourself, the Strategic Cashflow Classes are here to help you learn how to plan and manage your finances in a way that works for Y-O-U.

This hands-on, step-by-step program is designed to guide you through TWO transformational phases:

  1. Building clarity with a customized MasterSpending Plan and map out how to get on track using your current resources.

  2. Creating a personalized financial management process that grows with you.

This isn’t about cookie-cutter advice or generic templates. It’s about creating a repeatable process tailored to YOUR life and priorities—so you can confidently manage your financial demands and work toward your biggest goals.

What Can You Expect from This Class?

This is not your typical financial literacy class. Each phase is hands-on, interactive, and designed to help you take action during the sessions—so you’re not just learning, you’re doing.

💡 Phase 1: Designing the Core to Your Financial Management
This phase is all about helping you get clear and organized with your money. If you’ve ever wondered, Where is my money even going? Why can’t I seem to save for my goals? How much do I actually need to make in my business to support my household needs and wants? —this is where we tackle those questions head-on.
During class we will:
✅ Gather and organize your financial data—including fixed and variable income, expenses, and discretionary spending.
✅ Break down your cash flow to see if you have money left (or are short) after covering your expenses.
✅ Prioritize your spending to fund your needs and short-term goals.
✅ Create a MasterSpending Plan—a customized visual outline that shows how to allocate your income on a paycheck-by-paycheck basis.
✅ Map out how to use your current resources to get on track with your spending plan.

By the end of Phase 1, you’ll have a clear, customized visual roadmap for how your income supports your life and goals, as well as the tools to align your money with your priorities. This is where the feeling of budgeting starts to shift from feeling like you have to sacrifice to empowering you to spend with intention—aligning your money with what truly matters to you.

Time commitment: 1 afternoon class: Spring Session TBD
Investment Cost: $149

💡 Phase 2: Build Your Management Process
This phase is where you build a repeatable, long-term process to track, refine, and plan for financial success.
You’ll learn:
✅ How to reconcile your spending in real-time, so you always know where your money is going.
✅ How to create strategies for goal tracking, whether you’re saving for a vacation, paying off debt, or building savings.
✅ How to troubleshoot common roadblocks, like unexpected expenses, or overspending.
✅ How to refine your system as your life and goals evolve.
✅ How to map out a year-long financial roadmap that includes both immediate demands and long-term aspirations.

By the end of Phase 2, you’ll have practice using your customized financial management system designed to adapt to your needs, track your progress toward goals, and keep you in control of your money.

Time commitment: 5 Classes: Spring Session: TBD
Investment Cost: $249

Who Is This Class For?

This class is perfect for you if:
✔️ You feel overwhelmed and need clarity on where your money is going.
✔️ You have big financial goals but no clear plan to fund them.
✔️ You want a personalized system for managing your money—not just another template or app.
✔️ You’re ready to stop DIYing and start taking meaningful action toward financial progress.

However, this class is not for those seeking a quick, one-step fix or hoping someone else will take responsibility for their financial success. Progress happens when you commit to the process, show up, and do the work.

What Makes This Class Different?

Most financial literacy classes focus on teaching you what to do. This class focuses on helping you do it.

From the first session, you’ll take hands-on action to build a personalized process that works for YOUR life. We’ll focus on practical strategies, real-time implementation, and creating a foundation that you can refine and adjust as your needs evolve.

Whether you’re just starting your financial journey or looking for ways to improve your current process, this class provides actionable steps and the support to make meaningful progress.

Class Details: Next Class Offering Spring 2025

📅 Phase 1 Class Dates and Time: Spring Session TBD

📅 Phase 2 Class Dates and Time: Spring Session TBD

📍 Location: TBD

FAQ

Strategic Cashflow Classes

  • A: That’s okay! These classes are designed for everyone—whether you’re starting from scratch or looking to refine an existing process.

  • A: These classes provide a flexible framework that can be tailored to your unique needs, helping you manage current demands while working toward your goals.

  • A: That’s okay! Phase 1 is designed to give you a complete MasterSpending Plan that you can use on its own or build onto later. When you register, just register for Phase 1 not both.

  • A: Investing in yourself is one of the most powerful steps you can take. Studies show people are more committed and engaged when they invest in their own progress. This fee also reflects years of knowledge, refinement, and real-world application to ensure you get a high-quality, impactful experience.

If you’re ready to take charge, now’s the time.

Still have questions? Book a Q&A here: