FUND(ed)


Clarify, Organize, and Initiate a new way to SAVE
a self-paced online course

Can you IMAGINE...

You sign your kids up for summer camp. Get those plane tickets for the family reunion. AND pay your taxes.

All. In. One. Evening.

No stress. No drama. Not because you are a gazillionaire - but because…

Your FUND was funded. Your system WORKS. And it feels pretty incredible!

This is one of the most helpful and easily applied solutions to the many frustrations that people have with money:

  • - Staying 'on budget' with all the 'extras'.

  • - Staying out of debt

  • - Staying organized with all the expenses and variables that occur throughout the year

 

This is by far my favorite approach – one that has a pretty powerful ripple effect on other areas of your financial life.

I created this course (+ a robust tool) to help you simplify, clarify, and initiate a different kind of savings plan.

 
 
 
 

Everyone benefits from this type of savings - a savings that you build each month specifically to support future spending.

The challenges without one are all too familiar...

Do they sound familiar to YOU?

  • Have you ever put the ‘extras’ on a credit card?

    • Plane tickets, holiday gifts, car maintenance…. (or groceries because one of these expenses drained your account first)

  • Do you wonder why you can ‘never’ get ahead?

  • Do you pay off debt, and then watch it creep back up?

  • Do you say ‘It’s ALWAYS something!’

  • Do you want to go on a real vacation, but never get to (or not without coming home to credit card debt…)?

This won't be the only financial solution you ever implement, nor will it solve everything overnight - but I know this approach resolves several frustrations at once.

This course leads you - STEP BY STEP - to set up a different kind of savings account. An account that supports all the 'non-monthly' expenses to help things run a bit more smoothly throughout the year.

 

“The Funded Course was one of the best investments I've made for me and my family.

During Covid, I wanted to buy everything at Christmas to make it better for my children. Instead, I did the Funded Course which helped me slow down and make conscious, thoughtful decisions, with gift buying. In the end, I did no harm spending, and we had a wonderful holiday season. Then, 2022 summer came, and gas prices went up. With the help of Funded, I was able to calculate that the trip to the San Juan Islands was going to be $6,000 on hotels and gas alone. With Funded, I was able to plan several trips closer to home and was able to stay within our spending plan. This course taught me how to make a spending plan for expenses in the future. Now, we pay cash.

This little, but mighty course has brought so much peace with our finances and a little excitement too. I know I'll be able to make a plan for our money and for our adventures.”

-Kate Saint Clair

This is What You Will Gain From Enrolling...

  • Clarity on how to structure your most valuable savings account for your short term financial wellbeing

  • Step by step guidance to set it up with as much ease as possible!

  • A powerful TOOL you can use immediately, and every year for the rest of your life

  • 7 short and sweet lessons + exercises so you get this task DONE and your accounts FUNDED

  • A Bonus SAVINGS Section that explains the other Saving you will want to implement - and the order in which to think about them.

  • Aligned HOLIDAY spending video & worksheet - to ensure you have a celebratory holiday without any financial regret.

  • A VACATION spending plan video & worksheet - to ensure you actually GO on a vacation but return without vacation debt!

 

“I can see things clearly! I am getting ahead of our spending - with saving?! It’s amazing. I was a little overwhelmed when I first filled out the spreadsheet, but you reminded me that these aren’t necessarily new expenses, I am just seeing them differently. I feel really confident that step by step we will get ahead of our big expenses and I can feel the anxiety starting to lift.”

-Jennifer

This Course WILL be a Great Fit if –

  • You feel like you can't ever get ahead financially because 'there is always SOMETHING!'

  • You want to buy all your holiday gifts in cash... the cash you saved throughout the year!

  • You either aren't quite ready for a complex budgeting system, or you want to add some complexity to an existing budgeting system... (it will support you either way).

This Course Includes

  • 7 step by step lessons - each between 8 and 20 minutes long.

  • Over 3.5 hrs of recorded instruction

  • A robust TOOL (aka EXCEL/Google/Numbers document) that does all the fancy calculating for you

  • A bonus conversation on the ‘Other’ types of savings to begin

  • An Aligned Holiday Spending Class to prepare for a meaningful yet financially grounded holiday season

  • A Vacation Planning Class to take time away without coming home to any debt

My Zero-Risk Guarantee

If you feel a pull to sign up, but you are nervous – as in, "What if it is actually not a fit or goes over everything I already know?"  

If 7 days after you enroll you have engaged with the material and it is clear this course isn't a fit, I will refund your entire investment.

That said, I ask that you take time to read the FAQs (below) before consciously enrolling. I want you to move forward confidently on your financial journey. Starting and stopping can erode both momentum and confidence, and I really don’t want that for you.

 

If you love this course and want more – you will receive a code to apply your entire investment towards the THRIVE course.

 FAQs

 

  • You have access to all the course materials “forever”. If that ever changes you will be given ample notice to download the material.

  • The beauty of a self-guided, self-paced course is that YOU get to determine how much time you allocate to it!

    However I will encourage you here, and throughout the course, to keep a healthy pace and maintain momentum so you are sure to complete the course work and reach your goals!

  • The 'tool' is a sophisticated spreadsheet that you can use to input all of your unique information: your particular 'non-monthly expense' categories, the amounts, etc.

    It is designed to be used as a stand alone dashboard to calculate, understand, and evaluate your 'non-monthly savings' needs.

    It does not replace a tool like Quicken, although it can be an excellent addition to your existing budget software.

    *The 'Tool' is an Excel File that is easily converted to Numbers or Google Sheets. The course guides you in how to use with step-by-step instruction.

  • I recognize that as amazing as online learning is, it is often lacking the personal accountability that can ensure you reach your intended outcome. Ultimately the outcome is based on your deep desire, your willingness, and your commitment to your goal.  

    I have intentionally structured this course so that you will complete it. Here are some of the ways -

    The lessons are short meaning you can usually fit them into your busy day. If you have time for social media, you have time for this course...

    The exercises are manageable. I want you to build a positive momentum loop of action & completion, where you find yourself eager to complete each exercise.

  • My quick answer is... NO!

    You can start this course - and start using the tool - at any point during the year.

    I designed this tool to be customized for 'next month' so you can know - immediately - what you need to prepare yourself for.

    Next month may be June, or November - either way, it will be so helpful to see the next 12 months as far in advance as possible.

    There is no better time than right now to start - come January, you will have a very clear picture of the upcoming year.

    I don't want you to wait, especially if you feel ready... too much life will happen in between! And I want you proactively planning for it - not having it increase your debt, cause anxiety, or not happen at all.

  • This is an EXCELLENT question - and I address it in the course. You may not be able to fully 'FUND' this savings account... YET. But, seeing your expenses organized... what you need to be 'saving' (or parking in a savings account) helps you BEGIN.

    I cannot emphasize enough how valuable it is to SEE clearly enough to start on one small goal. That is what you will build on.

    That is a long way of saying... the whole point of this course it to help you REACH this goal, not to already be at the finish line!