Planner Business Coaching Application - Rae Michelle Planners

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Rae Michelle Planners

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Planner Business Coaching Application

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Please tell me more about where you are in your planner business development. As for your product, which best describes where you are now?

I have a planner idea I'm in the planner design phase My product is approaching completion My product is ready for pre-orders/launch

How would you rate your comfort level with design software such as Adobe InDesign? A 5 would indicate you are extremely comfortable.

Which best describes your audience?

I would like to start building one I have an existing one, but I may need to start over I have an existing one, and my product is a fit for my current audience

Which of the following are you most interested in discussing/learning during your coaching? Select up to 3.

Planner design Testing my product Growing my audience: email Growing my audience: social media Content ideas Pre-orders/launch Planner business finances Creating my storefront Logistics Other (please use comment area towards the end of the application to describe in more detail)

Coaching is only offered on weekdays. Can your schedule accommodate this?

Yes No Maybe

Is there anything else you'd like me to know regarding your business and/or your coaching desires?

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The MOST efficient way to budget is based on when

The MOST efficient way to budget

is based on when you’re paid.

Number of times you’re paid each month = number of budgets you should run each month

That’s why I devoted 60+ hours to creating a template that comes with 4 options: 1, 2, 3, or 4 budgets per month.

Bi-weekly budgeters should definitely go with 3 budgets per month.

Other features of the Google Sheet to love:
👉🏽 Follows my winning framework - The 8-Part Budget™️
👉🏽 You can:
🔹Categorize your income
🔹Track spending (by category calculated for you)
🔹Track credit card transactions & payoff
🔹View auto-generated tables and summaries for annual debt payoff, saving, investing, and fixed & variable expenses
👉🏽 Tutorial videos included 😃

Comment “template” and I’ll send you the link!

#googlesheets #budgettemplate #biweekly #budgetingisfun #budgetingforbeginners #budgeting101 #familybudget #organizedmom #spreadsheets

I’m not referring to those retiring based on tim

I’m not referring to those retiring based on time of service.

Pension plan timelines are what they are, and retiring at different times based on these timelines is natural and makes perfect sense.

This question is directed to couples who don’t combine their money and don’t have pension plans as part of their current/future financial landscape.

Will you pool resources later to retire together? When one person retires, is the mutual understanding that the other person will keep working until he/she can retire? Even if that person would prefer to stop working too?

———-

Joint isn’t for everyone.

Retiring together isn’t for everyone.

My take: retirement is a joint goal, and meeting that joint goal means combining finances. Even if my husband and I didn’t want to retire at around the same time, we would still combine finances.

What’s the approach in your household?

And if you’re tempted to comment, “YoU MuSt HavE NeVeR haD a MaN rUn AwaY wItH yOuR haRd-eaRnEd mOneY,” please save your thumbs the energy. 😂 Learn before you make assumptions. 😊

#marriedlife💍 #marriednow #couplesfinance #couplesbudget #budgetplanner #budgetcoach #personalfinanceforwomen #retirementgoals #jointaccount #financegoals

I love a good notepad ✍🏽 …especially one t

Books & how they impacted my money mindset First

Books & how they impacted my money mindset

First up: The Compound Effect by Darren Hardy.

This one was life-changing. And I don’t say that lightly.

There were a few pages dedicated to the habit of tracking, and Hardy actually prompts you in the book to pick something yourself to track.

I chose social media.

I noticed I’d become desensitized to the weekly screen time alert and I found myself feeling low and uncertain as an entrepreneur. These feelings were heightened when I mindlessly scrolled socials.

I grabbed a field notebook and tracked every time I used Insta & TT. I wrote the duration and a little snippet of what I’d done during my time on the app.

After 3 days, I found myself irritated with my own behavior and lack of self-control. I didn’t want to log any more mindless scrolling, so I stopped opening the apps. I realized I needed to be much more intentional if I wanted socials to have less control over me.

By day 5, I was back in the driver’s seat. (I read TCE in conjunction with Who are you Following by Sadie Robertson Huff. I narrowed who I follow down to a handful of people while reading her book. The 2 books together helped me commit and not look back.)

I love opening my apps and knowing exactly what/who I’m going to see. It constricts my consumption. In this season of entrepreneurship, I clearly need that.

————

Tracking your spending is something I’ve done myself and coached others to do for years.

It’s fundamental to money mastery.

When you do it initially, you start to realize what types of spending really bother you - the ones that seem to have more control than you do.

Stick with tracking and you find yourself spending less in that area.

Keep sticking with it and you MAINTAIN the money behaviors you want. And if you slip, you course-correct quickly.

One small habit with an astounding impact.

I’ve coached several high-earners who tried to skip this step and wondered why they weren’t getting wealthy!

What’s the most recent book you’ve read that reinforced or modified your thoughts about money/wealth? I’d love to hear about it!

#thecompoundeffect #darrenhardy #booksthatchangedmylife #financialindependenceretireearly

If there’s anything I’ve learned… it’s th

If there’s anything I’ve learned…

it’s that your budget needs to evolve WITH you.

Take it from someone who has:
🔹gotten divorced
🔹remarried
🔹had her dream wedding + honeymoon
🔹combined finances with my husband
🔹had 2 children
🔹changed careers (and industries) a few times
🔹purchased a home
🔹visited somewhere new every year with plans to continue
…and is still on track to retire by 45.

This is the post of mine to save and come back to!

Let me know in the comments which topic you’d like me to dive into even more 😃

#weddingbudget #couplesbudget #budgetplanner #budgetingisfun #wealthbuildingwoman #womeninfinance #womenintech #airforceveteran #veteranownedbusiness #financialindependenceretireearly #firemovement #savemoneytips

Break the cycle in 3️⃣ steps: 1️⃣ Tempora

Break the cycle in 3️⃣ steps:

1️⃣ Temporarily cease credit card use
2️⃣ Pay off your entire cc balance as fast as possible, leaving enough in your checking acct to cover the essentials + a bit of a cushion
3️⃣ Once you’re at $0 in cc debt, begin to ONLY swipe your card for things that are already in your budget. (Make frequent payments so you don’t fall behind.)

👉🏽 Stop going into payday with a credit card balance.

It’s simply not a healthy habit. It’s too easy to get caught in the debt trap that way.

✨ If you’re ready to finally learn your spending, draft a realistic spend plan and unlock your first saving/investing dollars - take my $5K in 5 Days Challenge. It’s a FREE 5-day email series that includes step-by-step guides to help you get organized and get back in the driver’s seat with your money.

You’ll complete the challenge with a ready-to-implement budget and you’ll have unlocked your first $5K in savings! Comment “challenge” and I’ll send you the link!

#creditcarddebt #sixfigurechick #sixfigureincome #highearnernotrichyet #financialindependenceretireearly #budgetplanner #budgetcoach

I see this in almost every payday routine video 😩

Paycheck hits…make credit card payments.

Seemingly harmless, I know. But it is problematic and we need to unpack it!

We should never swipe against money we haven’t earned yet. Even though we know how credit cards work - we have to pay off what we spend on the cards and if we don’t pay in full and on time, we are charged interest - we are setting ourselves up for failure with this pattern of paying for last month’s spending.

I’ll break down how to stop this vicious loop in part ✌🏽!

#creditcarddebt #highearnernotrichyet #sixfigurechick #sixfigureincome #girlsintech #womeninfinance #wealthbuildingtips #budgetingisfun #budgetplanner #budgetcoach

Frankly it’d be silly for me NOT to budget. Th

Frankly it’d be silly for me NOT to budget.

The reward has become so obvious to me over the years. Now I can’t imagine life without the habit.

#budgetingcommunity

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