How would you describe your relationship with money?

Do you know where your money goes each month? Are you trying to pay off debt and save for the future? Have you tried other online money apps and budgeting tools but struggled to find one that works for you? Then this is just the class for you!

Ever wonder how a financial planner manages their budget?

We'll give you access to the custom Google Sheet template we use to manage our personal finances. Don't worry you don't have to know Google Sheets to love this budgeting tool. We'll show you step by step how to use this sheet to gain control of your money, be more mindful in your spending, tackle debt, and save for the future. You'll also have 3 months of email access to our team + 2 Strategy Sessions with a Financial Planner who will review your budget and answer your money questions related to budgeting and debt management.

Take Control of Your Money Today

We've poured our heart into building a budgeting tool that we believe in and use. You'll get immediate access to the Google Sheet Template when you enroll along with our course videos and worksheets.. We'll also send you a link to our calendar to schedule your first meeting with a financial planner.

Mindful Money Class Plus

Course curriculum

  • 1

    Welcome to the Class

    • Welcome to the Mindful Money Class Plus

    • How to Set Up a gmail Account & Access the Spending Plan Template

    • How to Reach Us for Technical Support & Questions
  • 2

    Module 1 - Psychology of Money

    • Psychology of Money

    • Emotions & Money Worksheet

    • Bonus Lesson - Couples & Money
  • 3

    Module 2 - Your Mindful Spending Plan

    • Your Mindful Spending Plan

    • Frequently Asked Questions about the Mindful Spending Plan Sheet
  • 4

    Module 3 - Reach Your Savings Goals

    • 03_Reach Your Savings Goals

    • SMART Goals Worksheet

    • Goal Planning Worksheet
  • 5

    Module 4 - Debt Management

    • Debt Management & Paydown

Instructors

Meet the financial planners who built this class

Financial Planner & Instructor

Kerrie Beene, CFP®

A little bit about Kerrie Beene, CFP®… My own personal financial journey has taught me that while they’re important, life is more than numbers. Finding joy in the journey towards personal goals is key. A smart plan with a lot of heart goes a long way to keeping daily financial decisions in line with your long term goals. I graduated from Southeastern Oklahoma State University with a degree in Business Administration and hold a certificate in Financial Planning from Wake Forest University. I began my career in financial planning by starting my own company, Beene Financial Planning. Having the desire to work as a team, I then joined Irvine Wealth Planning Strategies. In addition to being a co-planner, I am now the Director of Educational Services for Rooted Planning Group.

Financial Planner & Instructor

Ann Arceo, AAMS®

Ann Arceo has been working in the financial planning industry for over 13 years. She began her career in financial planning at PartnersInWealth, a wealth management firm based in Houston, Texas, which caters to high net worth clientele. She worked with the firm’s president to develop a new method of training to help advisors learn to deliver technical financial plans in an easy, "plain English" format that clients would understand. She then worked for LPL Financial, an independent broker dealer, where she earned her Series 7 & 66 securities licenses. She worked alongside a branch manager creating financial plans, account summaries, and investment performance reports for high net worth clients. Ann also has a passion for writing, and her financial articles have been featured on Investopedia.com, a website which has 20 million unique visitors per month. She has also written for ReadyForZero.com, BudgetTracker.com, and has been quoted in articles for Forbes and U.S. News & World Report. Ann holds a bachelor’s degree in Business Management from the University of Houston, Victoria.