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Do you really have your money covered? Or, do you simply have an investment plan? Knowing that you're covered in all areas of money provides freedom and peace of mind!
Creating a Financial Plan

You Need a Financial Plan, Not Just an Investment Plan

Today I’m guest posting over at Mustard Seed Money. I’ve included a brief snippet below, but please click over to read the whole post!   Have you ever seen an absolutely amazing looking dessert that you just couldn’t wait to try but then was super disappointed when

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I'm ready to be a money boss in the new year. Great actionable tips here for starting the year out strong by getting super organized with your budget!
Organizing Your Finances

My Checklist For Creating a Budget for The New Year

Checklists, new year resolutions, and budgets. Three of my favorite things! And today we’re bringing them all together. As a self-proclaimed money nerd, I enjoy setting up my finances for a brand new year. There’s something about being able to start all over and improve the process

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welcome!

I’m Kathryn Hanna-wife, mother of 3 and a Certified Public Accountant. I love to budget (really, I do!) , build spreadsheets and spend money on travel, sewing supplies and good chocolate.

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diy fianancial checklist

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complete financial plan spreadsheet
Easy-to-customize spreadsheets to improve your entire financial life from budgeting to tax and retirement planning.