Launchpad to Wealth Coaching - Rae Michelle Planners

Excitement Peace Fulfillment

around money does exist.

It’s time to stop dreaming it and start building it.

Unlock your wealth potential without sacrificing what you love.

Rebuild your relationship with money, reveal your unique path to wealth, and embrace a budget you’ll actually want to stick to – all in just 12 weeks.

Now accepting applications for Oct – Dec 2024

You're ready...

to know exactly what your next best financial move is
to feel calm and inspired when the topic of money comes up
to have payday be less about "catch-up" or recovery and more about creating abundance and freedom
to build a roadmap to happy millionaire status
to learn from someone who's actually been in your shoes but was able to completely change the tide

I know the feeling.

My personal "something's gotta give" moment was when I was divorced, paying alimony, living paycheck to paycheck and I was ready to step into a better version of myself.

I devoted hundreds of hours to learning about personal finance and investing, then I condensed the lessons into one checklist-style money management system.

I followed the blueprint and never looked back. My husband and I saw results FAST.

$74K of debt GONE, dream wedding and honeymoon CASH-FLOWED, $100K INVESTED – all in just 4 years’ time.

Here's what I learned:

YOUR MONEY WILL GLADLY GO EXACTLY WHERE YOU TELL IT TO

It is a terrible master but an excellent servant.

BUDGETING IS MISUNDERSTOOD AND HIGHLY UNDERRATED

Millionaires don’t balk at the habit of budgeting. That’s because it helped them get to where they are. The wealthy understand that a budget is a bridge, not a cage.

YOU TRULY CAN HAVE IT ALL

The healthy savings. The growing retirement accounts. The fully funded 2-week, stress-free vacation. The best sleep you’ve ever had because your financial fortress is impenetrable.

The freedom to live YOUR dream life – unapologetically.

Rachel's program gets you thinking BIG about your money. It’s not just about understanding how to budget month to month, it’s about learning how to invest in the type of future you want and how to protect yourself in the present so that you can truly be independent and financially secure.

Thank you, Rachel! I cannot recommend your program enough!

I have never been "good" at budgeting necessarily - or at least never been good at the execution of the budget! I can setup a spreadsheet all day, but I think this was finally the piece I needed to get me over that hump and I genuinely appreciate how easy it was to be real with her and how comfortable she made me feel with the whole experience.

She also validated that I'm not in some terrible place that I felt like I've always been I just need to understand my money and how to use it wisely! Thank you SO MUCH!!

Rachel is extremely knowledgeable and helpful in your financial planning journey. She is very easy to talk to, doesn’t judge your spending and provides wonderful insight when it comes to navigating your financial goals.

I highly recommend her and plan on booking more sessions with her!

Introducing...

1:1/COUPLES COACHING

designed to take you from financial chaos to clarity in just twelve weeks

Focus areas:

mindset

Through exercises and reflection, I will help you uncover your money personality and beliefs. You’ll learn how to train your brain to highlight opportunity rather than struggle.

framework

I will teach you the same methodology that propelled me from careless spender to investor and has helped thousands of people around the world transform their finances.

habits

It’s one thing to build a budget. It’s another to stick to one.

Learn and implement the routines that will keep your finances running like a well-oiled machine in under 2 hours per month.

tools

You’ll receive the Mosaic Wealth Planner in both hardcover and spreadsheet format so that you can effortlessly weave your wealth-building into your everyday life.

This is perfect for you if:

👉🏼 You want your finances to be organized and comprehensive but not a time-suck
👉🏼 You would love to direct those extra dollars every month with more intention
👉🏼 You want to discuss your specific situation in-depth with a budgeting expert

We may not be a good fit if

✖️ You’re seeking a hands-off approach to budgeting. While you’re going to walk away with a rock-solid blueprint, YOU must be willing to put in the work in order to see results.
✖️ You want someone else in the driver’s seat. Coaching works best if you are flexible enough to take direction, but assertive enough to implement necessary changes.
✖️ You have an existing budgeting system and are looking for investment-focused instruction/planning (we can certainly discuss accounts and winning strategies, but the core of this coaching program is budgeting).

Program outline:

SESSION 1 (60 mins): Know your starting point

Before we meet, you’ll complete a self-reflection and values exercise designed to help you identify your money personality and define your rich life.

Using responses to your first client questionnaire, we’ll calculate your net worth and I’ll precisely outline how our future sessions will transform your financial future.

SESSION 2 (60 mins): Spending Analysis

Throughout our time together, you’ll track your spending quickly and easily using my custom tools.

During our second call, we’ll prep your budget for success by listing all of your expenses and key figures into your planner of choice (hardcover or spreadsheet).

SESSION 3 (90 mins): Your brand new budget

I’ll present to you your brand new ready-to-implement plan.

You’ll end the call knowing exactly how to use your new blueprint and track your progress. I’ll share my pro-tips to help you stay the course.

SESSION 4 (60 mins): Goals & Roadmaps

Now that you’ve had a chance to work with your new system, we’ll set goals and I’ll share your roadmaps for

saving
investing
debt payoff
retirement

SESSION 5 (30 mins): Check-in

We’ll discuss how things are going and assess where adjustments might be needed.

This is a great opportunity to dive into any upcoming life changes and how to financially prepare for them. Alternatively, we can spend this time discussing simple, proven investing strategies.

SESSION 6 (30 mins): Final check-in

I’ll verify you have everything you need to confidently follow your path to a radiant financial future.

You’ll finish with

fully prepped, non-restrictive budgets for all of 2025
saving, investing and debt payoff roadmaps
a fresh approach to money management that will stand the test of time
complete understanding of all money coming in and going out
fierce alignment to YOUR definition of wealthy and the planning skills to bring it to life sooner rather than later

Some quick figures

3 months

average client timeline to credit card debt freedom

$27,000

Average Client Annual Savings

8k+

Wealth Planners Sold

100%

5-Star Client Rating

Meet your Coach

Hey, I'm RACHEL

I’m a Certified Personal Finance Counselor® with a passion for educating. When I found myself at financial rock bottom, I longed for a system that felt effortless and well-balanced. I also refused to believe that wealth was out of my reach, despite years of careless spending, a costly divorce, and coming from humble beginnings.

When I couldn’t find the framework I wanted, I built it.

Now I teach The 8-Part Budget™ to an incredible community of nearly 100,000 future millionaires. My system is at the heart of every tool I build (and I do design/program all of them!). You’ll learn it and love it, too inside of Launchpad to Wealth. I can’t wait to see what you accomplish!

What's included:

Mosaic Wealth Planner

Hardcover and Google Sheet editions that follow my groundbreaking budgeting system

Six live coaching sessions

Get the VIP treatment! Outside of coaching calls, receive replies from me within 2 hours - guaranteed.

BONUS

Finances of Homeownership Masterclass

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The investment:

Eliminate financial worry. My streamlined and meticulously designed coaching program and tools will accelerate your mindful money transformation.

Two payment options:

1. Three monthly payments of $1,497 (totaling $4,491)
or
2. Pay in full and save $494 (one-time payment of $3,997)

If I'm not able to guide you in building a financial roadmap that earns you back your coaching investment in the form of savings, dollars invested, or additional debt paid within 9 months, I'll issue you a full refund. No questions asked.

The process:

I. APPLY

II. IF ACCEPTED, SECURE YOUR SPOT WITH PAYMENT

III. RECEIVE YOUR WEALTH PLANNERS & WELCOME GIFT BOX

IV. BOOK YOUR SESSIONS

V. CONQUER YOUR FINANCES!

Common QUESTIONS:

What makes this coaching program different?

Launchpad to Wealth is as comprehensive as it gets for foundational finance coaching. I won’t just teach you the WHAT, I’ll equip you with the HOW. The Mosaic Wealth Planning System is proven and more sophisticated than ever. No shame-based instruction, no recurring fees, no minimizing what matters to you. Your plan will be a reflection of your values, not just your goals.

What tools are required for coaching?

Live sessions are held via Zoom, so you will need access to a computer with a webcam, Zoom software and a microphone. In order to use the Mosaic Wealth Planner for Google Sheets, you will need a gmail account. To connect via voice/instant messages, WhatsApp or Discord may be used. All of these platforms are free.

How much time should I expect to devote to the program?

Approximately 2-3 hours per week for 10-12 weeks. Ideally, all sessions are 2 weeks apart.

If I pursue coaching with my partner, what aspects of the program will change?

In the couples version of this program, you can anticipate slightly longer sessions and an added component to session 2 regarding account setup. Please keep in mind that I coach couples to incorporate joint accounts into their financial landscape. If that is not desirable for you, I am happy to refer you to other resources.

How will I access all of the coaching videos, worksheets and other resources?

Once administrative steps are complete (invoice paid, coaching agreement signed, sessions booked), you will receive a link to your client portal. Here, you’ll find Zoom links, attachments, and video recordings.

How long can i access the materials and videos?

You will have access to your client portal for 6 months. Zoom recording links do not expire, however, and you can download any digital attachments one time and they’re yours to use again and again!

Any information shared during our coaching sessions is for educational purposes only. I am not a financial advisor or tax professional. Any investment products mentioned are for illustrative purposes only. It should not be construed as a recommendation to buy, sell, or transact in any of the financial products mentioned. Additionally, past performance does not guarantee future returns. I may share affiliate links with you for products and services that I personally trust and love (this will always be explicitly stated), and I may be compensated if you proceed to sign up or make a purchase through my link. This would be at no additional cost to you.