The Personal Finance Dashboard

$60 usd

BUY NOW

Take your financial power back.

Feel in control of your budget, reach your 6-figure savings goal, and create a calm financial future. 

95%

10,000+

of users say they feel more in control of their spending and finances

1 tool

 to make you wonder why you ever bought a flimsy $5 spreadsheet off Etsy

dashboards sold (and counting!)

Take a Tour of the PFD!

It can be tough to keep up with your good taste.

WHEN MONEY FEELS HARD

You make good money. But no one had the talk with you about how to manage your money and feel in control of it. Maybe your uncle told you to build a budget or your dad gave you some boring spreadsheet and told you to chill on the lattes. But nothing stuck

Now you:

Feel like you aren’t making enough. Even though you have a good job with a steady paycheck that should definitely cover essentials AND some fun purchases. 

Feel unsteady around your money. How much did you spend last month? How much did you save? You are not confident about those questions and, between us, you’re sweating just thinking about them. 

Need accountability with your finances so that an impulsive Reformation haul or girl’s trip to Mexico doesn’t push you over your mental budget this month. 

Want to have a budget that feels simple to use, not some boring spreadsheet that you download then never look at or update. 

Feel overwhelmed when a big expense hits you or you think about your crushing student loan or credit card debt.

Are thinking long-term about your financial goals, setting saving goals, and dreaming about big purchases– but feeling rough when you need to do the math to back those up. 

Visualize your financial goals in one central place

The best things in life are
financially free

Use the Personal Finance Dashboard to: 

Build a spending and saving plan you can stick to

Measure your success, encouraging you to keep going

Customize the money insights that matter to you 

But WOW you've really helped me organize the way I think about money. I've been consistently able to save for my goals. Thank you for the work you do!

"I thought I had a good handle on my finances before..."

"It has completely changed my outlook on my personal finances and I was able to save over $13k last year!"

"I can't even explain how life changing the PFD is for our marriage. I feel so much calmer being able to see everything so clearly."

It's allowed me to track all of my expenses, savings, investments, + financial goals. I truly feel in control of my finances. I actually get anxious if I DON'T use the PFD!

"As for the PFD, I can't live without it! I bought it Jan 1st, 2022 and have used it weekly since. 

360° INSIGHTS
The benefit of a dashboard over a flimsy spreadsheet is you can see your finances from every angle, using the tool to draw conclusions and never feel like your finances own you. 

MONTHLY PROGRESS REPORTS
Visualize your progress with monthly metrics. This way, you can stay on track and reset each month, keeping your big goals in sight. 

ANNUAL SPENDING PLAN 
Design your dream life by mapping out spending, saving, and debt payoff– so your financial future feels fun, not terrifying. 

When you get The Personal Finance Dashboard 

THE BIG THINGS:

→ A comprehensive planning spreadsheet that gives you a 360°degree view of your finances 

→ A customizable plan to create categories, set savings, and create debt payoff milestones 

→ A monthly and annual budget planner so you can allocate your money following my signature zero-based three-bucket budgeting method

→ A super easy income and expense tracker that makes data input take less than 5 minutes per week (really) 

→ 4 progress logs to measure the financial goals that are most important to you 

→ A net worth tracker to keep a pulse on the biggest indicator of wealth

→ Monthly snapshots to show you your spending, goal progress, and quick insights– making staying accountable to your goals feel like a little game. 

→ A larger financial snapshot to guide your overall financial situation 

→ In depth set-up tutorial and FAQ video tutorials, so every question (no matter how silly or small) is answered thoroughly 

→ Access to a private Facebook community to collaborate with and learn from other like-minded PFD users on their financial journeys!

→ Lifetime access to you can rinse + repeat the process forever! (Plus access to all updates when available) 

Also Inside:

See the PFD in ACTION!

The Personal Finance Dashboard is a non-refundable product. Please be sure to review all media assets and FAQs before you purchase. No exceptions. 

$60 usd

BUY

Get instant access to the Personal Finance Dashboard + plus gain access to all future updates for free!

The Personal Finance Dashboard 

Ready to Supercharge Your Financial Life?

buy now

Money is a little boring. What’s not boring is being able to confidently say yes to your friend's destination wedding and a high-quality pair of jeans in the same week. But we know that.

Why Most Financial Tools Fail:

Where most personal finance systems fail is they aren’t easy to use or maintain. Inspiration hits. You say you’re going to get your financial life together. Then, you fall off the sheet– going back to mental budgeting or nothing at all. 

The Personal Finance Dashboard is more than just a tool. It’s everything you need to take action on your finances and embrace a simple, customizable system that gets you closer to your financial goals and holds you accountable to them. 

I was able to open a Roth IRA and max it out last year, and improve my overall savings just by literally paying attention to what I was spending money on.

"The PFD has helped me so much and I feel like I am actually moving forward with my money goals vs. having anxiety every month. 

"You don't understand, I am obsessed with the PFD. I find myself in it every other day logging my expenses!"

"I'm super impressed by this product. I expect to just get an excel template and figure it out myself, but you really took the time to go in-depth with these tutorial videos!"

I used to be terrified to spend $20 on a doordash every 3 months. Now, I can finally buy things without insane guilt!

"It's given me so much more confidence on how I spend my money. "

How do I access the template?
Once you purchase the PFD, you will gain access to your Teachable portal. Inside, you will be able to download the template and access all of the set-up videos and tutorials.

Do I have to have Excel to use the PFD?
Nope! The downloadable file is a .xlsx file, meaning you can use it in Excel if you'd like. You can also use it in Google Sheets and there are directions on how to do this! I use it in Google Sheets.

Do I need to re-purchase the template each year?
Nope! The PFD is a one-time purchase and is designed to be dynamic, so each year you can re-use the template. You also get access to all updates to the template for free!

Can couples use this template?
Yes! You can use the PFD as a couples finance spreadsheet, or for your family budget. 

I'm not from the United States - can I still use the PFD?
Of course! I have people from all over the world who use the PFD. There are directions inside on how to change the currency and formatting based on your currency and preference.

What if I have questions about how to use the PFD?
Inside, there is an entire library of set-up tutorials, directions, and FAQ guided videos to help you address any concern that comes up! You also gain access to a private Facebook community  where you can ask questions, see how other people are using the template, and get insights or answers. If you are still unable to get your question answered, you can always send me an email!

Let's make sure no stone is left unturned.

FREQUENTLY ASKED QUESTIONS

The Personal Finance Dashboard is a non-refundable product. Please be sure to review all media assets and FAQs before you purchase. No exceptions. 

$60 usd

BUY

Get instant access to the Personal Finance Dashboard + plus gain access to all future updates for free!

The Personal Finance Dashboard 

Ready to Supercharge Your Financial Life?

buy now

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