VIP Day Application - Rae Michelle Planners

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

Rae Michelle Planners

Home
$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?

Info

Shop Policy
Disclosures
Privacy Policy

Explore

Watercolor Floral Workbook
Teal Workbook – 2021
Shop All

It’s budget time 🤓💕 FAQs: 🔸Why is the

It’s budget time 🤓💕

FAQs:
🔸Why is the budget only Oct 1-14?
🔹We budget based on when we’re paid, which is the 1st and 15th of every month. So every month we run 2 budgets: 1st-14th and 15th-end of month.

🔸 What is the “cushion” under Expenses?
🔹 It’s a buffer that will sit in our checking account throughout the budget period. I budgeted every dollar so this cushion gives me a little wiggle room 😃

🔸Why aren’t you saving in your emergency fund?
🔹We grew our EF to $10K so we likely won’t contribute more to it until we have to dip into those funds.

🔸Why aren’t you making extra debt payments?
🔹We only have our mortgage and auto loan remaining. Both are low interest (2.5% and 3.34%), and we are not paying them off ahead of schedule. We are investing extra dollars instead!

🔸What template is this?
🔹It’s the 8-Part Budget Template for a Google Sheets in watercolor floral design! It also comes in a minimalistic color scheme that is more gender-neutral 🤗

•••••••

The 8-Part Budget took us from check-to-check to being on track to retire by 45 while still leading lives we love TODAY. I built the framework to save you time and to cut out the guesswork in your money management. Simply follow the sections in order every time you are paid. Crush debt, save, invest, and build your dream life.

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

#wealthbuilding101 #budgetingisfun #budgetingforbeginners #budgetcoach #wealthcoach #financialindependenceretireearly #emergencyfund #sinkingfunds #highyieldsavings #debtpayoff #budgetspreadsheet

A new way of thinking. ✨Budget with OUTCOME in

A new way of thinking.

✨Budget with OUTCOME in mind, not income.

While I definitely think this mindset is relevant at all income levels, lifestyle inflation threatens most once you reach six figures and beyond because so many of us idolized it.

👉🏽 If you earn $100,000+, you have money left over in your budget to put towards your dream life. I want to help you find that money. Take my new challenge, $5K in 5 Days.

It’s a series of 5 emails, and each day I guide you through the exact steps to unlock your first $5K in savings and create a realistic budget. The challenge is FREE.

Comment “challenge” and I’ll get you signed up!

Rooting for you,
Rachel

#highearner #moneymindset #budgetcoach #wealthcoach #budgetingisfun #budgetingforbeginners #financialindependenceretireearly #sixfigurechick #sixfigureincome

Sharing what we purchase together vs. separately!

Sharing what we purchase together vs. separately!

This setup is not for everyone. But we haven’t fought about money in YEARS, so we’ll continue to do things this way 😃

…not me deepening my voice at the end 🤣

#marriedlifebelike #couplesfinance #familyfinance #couplesbudget #moneymanagementtips #budgetingisfun #budgetingforbeginners #momswhobudget #wealthcoach #budgetcoach

Think of your money like soldiers. You want those

Think of your money like soldiers.

You want those soldiers to go out and recruit MORE… and without you having to actively help.

Here are a few ways you can grow your army:
🔸 Interest earnings - moving your savings into a high-yield savings account, for example, where the APY (annual percentage yield aka amount paid to you) is MUCH higher than a traditional savings account. Turn those daily pennies into daily dollars with this easy update.
🔸 Cash-back rewards - for the responsible credit card user. Just make sure the juice is worth the squeeze when you factor in the card’s annual fee.
🔸 Investment returns - your portfolio growth from investing in the stock market should be putting more money in your pocket (when you look at a longer time horizon, but of course balances ebb and flow with the market in the short term)
🔸 Rental properties - buying property then renting it out to tenants is an excellent source of semi-passive income. Those extra dollars help you pay off the mortgage. Once that’s done, you enjoy significantly more month to month and have an appreciating asset you fully own.
🔸 If you like the idea of investing in real estate but prefer a more hands-off approach, consider REITs: real estate investment trusts. The REIT is the company that owns the property, and you can purchase shares. REITs are required by law to pay at least 90% of taxable income to shareholders.
🔸 Make money online from digital products. E-courses, e-books, wedding templates, digital planners, stock photos, websites, printables, spreadsheet templates…opportunities abound and you could start an online business with as little as $15.

Once you start waking up richer every day, you’ll be hooked.

Which of these will you do/set up before year-end?

Your budget needs these 8 sections, in order👇🏽

1. Expenses: fixed and variable (fixed are bills/those with a due date and variable are those that change month to month like groceries and dining out)

2. Emergency Fund Contribution (check out my EF 101 video a few reels back for details on this savings effort)

3. Extra debt payments: crush high-interest debt as fast as you can

4. Investing

5. Saving (4 & 5 may flip from time to time and that’s okay)

6. Investing for your family/Giving

7. Fulfillment Portfolio™️ at the family level (date night, renovating the kitchen)

8. Fulfillment Portfolio™️ at the individual level (hobbies, gifts for friends, etc.)

—————-

Budgeting should not involve guesswork.

The 8-Part Budget Template for Google Sheets is an excellent tool to organize your entire financial landscape! It’s linked and comes in 2 designs.

I have this system to thank for taking us from negative 5-figure net worths to being on track to retire by 45.

And you can do it, too!

#budgettemplate #budgetspreadsheet #budgetingforbeginners #budgetingisfun #wealthplanner #wealthbuilding #financialindependenceretireearly #familyfinance #momswhobudget

From spender to saver… with the help of savings

From spender to saver…

with the help of savings challenges!

March Madness is the OG 🥲

Challenges helped me pour color and competition into the process. I had money left over every single time without fail.

I built the discipline to be more intentional, and that discipline remains today.

Comment “save” below and I’ll send you a 16-page PDF of all of the challenges I mentioned in the video with
🔸instructions
🔸worksheets + examples
🔸printable cash envelopes

Let’s save some cheddar and have fun doing it! 🤓

#savingschallenge #spendinghabit #budgetingforbeginners #budgetingisfun #savemoneytips

Be so far from scarcity mindset that you can’t e

Be so far from scarcity mindset that you can’t even pronounce it correctly 🫣🫠🤣

————

Wealth is your birthright.

Money is everywhere.

THAT’S an abundance mindset.

And your wealth potential grows exponentially when you have an abundance mindset.

Your budget can be the vehicle to life you seek. When you direct discretionary income with intention - to meet savings goals and invest for future you - freedom comes to you like a magnet. And if you don’t have the discretionary income you need now, use that as motivation to increase income.

The means are only 25% of the equation. Mindset makes up the rest.

#abundancemindset #wealthmindset #budgetingforbeginners #highearner #budgetcoach #wealthcoach #moneymindset #financialindependenceretireearly

Copyright © 2023 Rae Michelle Planners · Theme by 17th Avenue