The Personal Finance Dashboard

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$60 usd

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Are you ready to level up your finances so you can budget better, earn more, and reach your 6-figure savings goals? 

The personal finance dashboard is the exact tool I used to grow my net worth from the negatives to $100K by 25! With it, you can:
  • Visualize your goals
  • Build your own plan
  • Measure your success
  • Customize your insights

And create the financial future you've always dreamed of!

Join thousands of individuals taking their financial power back!

TAKE A LOOK INSIDE!

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TAKE A LOOK INSIDE!

level up your finances TO budget better, earn more, and reach your 6-figure savings goals! 

Learn how to create a zero-based 3-bucket budget and bring it to life in a way that suits your lifestyle. This proven strategy helped me reach my first $100K, and will get you there, too!

proven strategies

Tired of pointless notifications telling you that you've overspent? Same. Generate insights that actually guide your financial decision-making to improve your life. 

DATA-DRIVEN INSIGHTS

Personal finance goes beyond simply tracking your income and expenses. Get a birds-eye view of your financial progress from every angle. 

365° VIEW

It's the ultimate tool to propel your finances to new heights!

THIS ISN'T YOUR TYPICAL BUDGETING SPREADSHEET.

360° INSIGHTS
Monitor your progress with a birds-eye view. The annual dashboard includes an annual income, expense, savings, investment, debt payoff, and net worth report so you can see your finances from every angle!

MONTHLY PROGRESS REPORTS
Visualize your progress and get a snapshot of your monthly metrics! Use these insights to review your finances and reset for the next month. 

ANNUAL SPENDING PLAN 
Design your dream life with the annual financial planner where you can map out your spending, saving, debt payoff, and more!

THE MOST IMPORTANT FEATURES OF THE PFD

HERE'S A PEAK INSIDE......

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. 

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

  • A downloadable and comprehensive planning spreadsheet that provides you a 360° view of your finances. It can be used in Google Sheets or Excel.

  • A fully customizable plan: you create the categories and set your own savings, investment, and debt payoff goals.

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

  • An income and expense tracker, making it easy to keep track of how much money you are earning and spending. 

  • Four progress logs to track your progress towards your saving, investment, and debt-payoff goals (including a credit card debt payoff tracker!)

  • A net worth tracker, because this is the most important measure of your wealth!

  • Monthly snapshots that provide and overview of your spending and saving for each month, alongside a template to follow for your monthly money review accountability. 

  • A financial snapshot, so you can take inventory of your financial situation and use it to guide the entire planning and goal-setting process.

  • In depth set-up tutorial and FAQ video tutorials, so you can ensure you are set up for easy maintenance and optimal insight

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

  • Lifetime Access: you can rinse + repeat the process forever! (PLUS ACCESS TO ALL ENHANCEMENTS AND UPDATES) 

Access more than just the dashboard!

WHAT'S INCLUDED WITH YOUR PURCHASE?

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