Are you tired of feeling like your money is running your life instead of the other way around?
The Smart Money Program is a hands-on, 6-week personal finance course designed to give you the tools, strategies, and confidence to finally master your money.
With expert guidance and a 12-month subscription to Monarch Money — one of the most powerful budgeting apps available — you’ll leave the program with a customized financial plan and the skills to stick with it.
The Smart Money Program
Take Control of Your Finances in Just 6 Weeks
What's Included
✅ Six 1-on-1 weekly coaching sessions (45 minutes each)
✅ A 12-month subscription to Monarch Money (a $180 value)
✅ Custom budget, debt payoff plan, and savings goals set up inside Monarch
✅ Ongoing access to your Monarch dashboard to track progress long after the course ends
Why Choose the Smart Money Program?
Most people know they should budget, save, and plan — but few ever get around to it. The Smart Money Program makes it simple, structured, and personalized. In just 6 weeks, you’ll gain the knowledge, tools, and confidence to finally take control of your money.
What You’ll Learn in 6 Weeks
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Week 1: Laying the Foundation
Learn how to set up Monarch Money, connect your accounts, and get a clear snapshot of where you stand today. -
Week 2: Income & Expense Awareness
Discover exactly where your money goes, separate needs from wants, and uncover your true cash flow. -
Week 3: Budget Building
Create a budget that actually works for you — with realistic spending limits, automated savings, and built-in accountability. -
Week 4: Debt & Savings Strategy
Explore smart ways to tackle debt (snowball, avalanche, consolidation, 0% transfers) while cutting bills and learning everyday savings tricks. -
Week 5: Long-Term Planning
Get an introduction to retirement accounts, investments, and saving for big life goals like college or a home. -
Week 6: Pulling It All Together
Review your before-and-after progress, celebrate wins, and walk away with a 6-month action plan to keep momentum going.
Why This Program Works
✔ Hands-On Coaching – Six 1-on-1 sessions tailored to your goals.
✔ Proven Tools – Includes a full 12-month subscription to Monarch Money.
✔ Action-Focused – Every week comes with clear homework and real-life money wins.
✔ Confidence That Lasts – You’ll leave with a personalized financial roadmap, not just theory.
👉 Don’t just “get by” with your money. Learn how to budget, save, and plan with confidence in the Smart Money Program.