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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Focusing on what is already in your life will make you happy, successful and even rich. Gratitude helps you spend less, make more and give!
Adjusting Your View Of Money

3 Quantifiable Ways Being Grateful Will Make You Rich

It’s that time of year. The leaves have fallen off the trees, the weather has turned cold (at least in Michigan!) and the gratitude challenges have started up on Facebook again. The holidays are in full swing. As a millennial, I’m more than familiar with the enemy

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You already have a basic budget, so adding these two is a super quick process. A lean budget = determining what you can cut if there's a financial emergency. A luxury budget = what you would LOVE to spend money on.
Budgeting

Why You Should Have a Lean and a Luxury Budget

Ever since I began to view my money as a tool to provide freedom and choices in my life, I’ve no longer considered a “budget” to be a four-letter word. Instead, I find that it is something that liberates me to actually look more closely at my

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Adjusting Your View Of Money

The Undebatable Best Way to Invest Your Money

The personal finance community talks a lot about investing. We collectively cover the fundamentals, risks, benefits, and logistics. All of this is generally focused on investing money in the stock and bond markets. But is investing in the market the absolute best way to secure your financial

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