Master Your Money: Organizing Your Finances Course


Learn how to organize your entire financial life, including accounts, documents, and cash flow systems. Create better routines to keep up with everything to increase clarity and confidence in your financial life.


Are you ready to (finally!) organize your financial life? In this course, we’ll cover:

  • How to increase simplicity, efficiency, and clarity in your financial life.
  • The logistics of organizing your financial accounts, documents, and cash flow systems.
  • Cultivating more consistent money management habits and routines.
  • Recommended tools for account security, document management, cash flow tracking, and more.
  • Actionable templates in every module (you know how I love my spreadsheets!) to actually apply all of your knowledge.

See an outline of the course content here.