VIP Day Application - Rae Michelle Planners

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Rae Michelle Planners

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$5K in 5 Days Challenge
Shop
About
Contact
Log in

VIP Day Intake Form

Details:
- One 30-minute intake, one 3-hour intensive, one 30-minute follow-up
- 2 months of client portal access
- Investment: $1,497

Name

Email

Tell me more about you/your family! How many people will be involved in your budget?

Which best describe(s) you/the other stakeholders in your budget? (Select all that apply.)

Salaried employee Self-Employed Freelancer Retired Unemployed Seeking employment

Age

Please provide an estimate of your annual gross income (include all income from all parties involved in your budget).

$20,000 - $40,000 $41,000 - $60,000 $61,000 - $80,000 $81,000 - $100,000 Above $100,000 Income is variable

If your income is variable, please select a reliable MINIMUM you anticipate to earn in a month:

$1,000 - $2,000 $2,001 - $3,000 $3,001 - $4,000 $4,001 - $6,000 $6,001 - $8,000 Above $8,000

Which of the following are you most interested in discussing? Select all that apply.

Building my budget Budget upkeep Combining finances with my spouse or partner Spending habits Debt payoff Saving Investing Taking your business full-time Pivoting to tech Major life event (growing your family, moving, starting a new job, etc.) Other (please use comment area at the end to include more details)

Tell me about the best coaching experience you've had and what you loved about it. (If you've never received coaching, please list what you are looking for in your coaching experience.)

VIP Days are only offered on weekdays. Can your schedule accommodate this?

Yes No

Is there anything else you'd like me to know?

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The Mosaic Planning System™️ launches Friday,

The Mosaic Planning System™️ launches Friday, Dec 1 at 2pm Eastern 🥳🤩

2 pressing questions then it’s back to my OnlyFi

2 pressing questions then it’s back to my OnlyFinance 🤣

Welcome, fellas!

You see limits, I see alignment. In order to be

You see limits, I see alignment.

In order to be fiercely aligned to the vision, you have to be willing to say no.

#budgetingisfun #budgetlife #budgeting101

Stop giving yourself access to ALL of your variabl

Stop giving yourself access to ALL of your variable income ALL of the time.

That’s just asking for stress. Rich today, broke next week. Wha?!?

Imagine having a setup like this instead:

Your paycheck and cash tips land in a checking account specifically used to house your variable income, and you “pay yourself” from that account to cover your bills & spending.

When income is high, extra funds go to a savings bucket. If you have a slow month and income is low, you can supplement your pay with what’s in savings.

You don’t have to worry about adjusting your spending to match the paycheck, because your paycheck is now a consistent number paid at a consistent tempo. Your budget sees the same figures every time.

In part 3 (final video), I’ll break down what to do once you have a nice rhythm going using this new system 😃

👉🏽 Get ready to organize all aspects of your finances using the Mosaic Wealth Planner, which launches Dec 1!

#variableincome #serverlife #budgetingisfun #budgetingforbeginners #financialindependenceretireearly #moneymanagementtips

Variable income is a doozy. But it IS possible t

Variable income is a doozy.

But it IS possible to budget with fluctuating pay!

3 accounts:
👉🏽 Checking 1: holding grounds for your variable income
👉🏽 Checking 2: covers your bills and spending
👉🏽 Income Savings: the account you’ll add money TO when income is high, and pull FROM when income is low

Your budget should see the same amount every time. This will reduce your stress and help you establish consistency in your finances.

Breaking more down in part 2!

#variableincome #budgetcoach #financialindependenceretireearly #budgetingisfun #budgeting101 #budgetingforbeginners #personalfinanceforwomen #personalfinanceforcouples #personalfinancetips

The crawl, walk, run of personal finance:

👉🏽 Learn your money. Budget your money. Grow your money.

Learning your money involves understanding your
🔹pay stubs (taxes, deductions, etc.)
🔹employer benefits/retirement plans
🔹expenses
🔹debt
🔹spending habits
🔹savings & investing

Building a budget is EASY when you know how to fill it in!

Don’t try to walk before you crawl. You’ll stumble for months and struggle to believe in yourself.

Most of us can learn our money in 3-5 hours.

Do the homework. Thank me later.

✨ I created an entire “learn your money” exercise inside of my $5K in 5 Days email challenge - printable booklet included! I’ll guide you through analyzing your income, listing your expenses and debts, and you’ll have a ready-to-implement budget by the end of day 5, which is key to unlocking your first $5,000 in savings.
👉🏽 Comment “challenge” and I’ll send you the link to sign up!

2024 is the year you unlock your wealth potential!

#budgetingisfun #personalfinanceforwomen #budgetcoach #moneymanagementtips #budgetingforbeginners #financialliteracy

You hear “budget” and think… This message i

You hear “budget” and think…

This message is not for me.

And I don’t blame you. Much of the content centers on deprivation (though they’ll never use that word), or working towards financial goals one at a time, or pinching pennies to make ends meet.

But I want to give you a fresh perspective and demonstrate the power of a plan when income isn’t your shortfall.

Budgeting isn’t about deprivation. It’s about intention.

You CAN multi-task your money.

With the right template, you realize that a budget is the organizational tool you need to reach the next level.

You could wake up 6 months from now with a fully-funded emergency fund, a healthy and growing portfolio, cash for your next big trip, and a roadmap to have $50k saved for your child’s future by the time he/she turns 18.

The key is comprehensive budgeting - the kind you’re not seeing in most finance content.

Let me guide you step-by-step through learning where your money has been going for the last 30 days, aggregating income sources, outlining expenses, and writing a realistic budget using my winning framework, The 8-Part Budget.

👉🏽 It’s all inside of my $5K in 5 Days email challenge. Comment “challenge” and I’ll send you the signup link to join!

#financialindependenceretireearly #budgetingisfun #couplesbudgeting #sixfigureincome #budgetingforbeginners #budgetcoach #wealthcoach #financegoals

Emotion can & WILL influence your direction. But

Emotion can & WILL influence your direction.

But you cannot let emotion take the wheel on its own.

Emotion-led finances look like:
😣 impulse purchases
😣 cash-hoarding/oversaving (yes there is such a thing)
😣 spending to fill a void

At a minimum, know the numbers. If emotion overpowers the math, yet going that emotional route still keeps you on course to tackling financial goals… press forward confidently. Own your choices and remember that you’re allowed to change your mind later.

More examples:
🔹Should I take the $100,000 job with more schedule flexibility or the $150,000 job with a strict schedule? $150K helps us buy that new house sooner…but I want to be there for all of our kids’ extracurricular activities. ☹️ I can’t get that with the higher paying gig. Both jobs would help our family thrive. Both jobs get us to retirement before 55…

You decide to take the $100K role.

🔹Should we take the vacation or put the $7K into our kids’ 529s? We’ve been so stressed lately and the vacation will help us relax and recenter. But $7K will grow to $12,500 after a decade…

You decide to take a less costly vacation and invest the difference for the kids.

————-

Rooting for you,
Rachel

#moneymindsetshift #financialindependenceretireearly #budgetingforbeginners #budgetingisfun #budgeting101 #budgetlife

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