Signature Budget Template
Effortlessly tidy up your finances for long-term success and ditch the headache, confusion and overwhelm.
If you’re all in to finally implement & maintain a budget system you’ll genuinely love (and actually stick to), we’re waiting for you!
Our Signature Budget Template is a program designed to help you establish a solid financial foundation while systemizing day-to-day budgeting to achieve your goals. Plus, it’s really pretty!
Finally, open communication with my husband…
I finally gave up on the Excel sheet…and then I found your budget template… it has been exactly what I needed.
It’s very pretty, and I really like pretty things. It didn’t look like a boring spreadsheet. It makes me feel very accomplished. It’s very easy to read and to use.
– Natalie Kellen
Hey, we’re Shana & Vanessa. We searched high and low for a budget to use for our clients. Honestly, we didn’t like any of them. They were either too ugly, too complicated or both. So, we decided to make a budget that was simple, pretty & all-in-one.
In our program, we take the guesswork out of budgeting so you can put your money to work with ease, efficiency and intention. The outcome? A rock-solid plan for each paycheck that’ll help you reach your goals.
When you make good money but have nothing to show for it, it can feel defeating. You might be making more than you ever have, but you’re still living paycheck-to-paycheck.
Right now you might be thinking:
“What about all the unexpected expenses that come up each month?”
“I don’t know where to start because everywhere I look, there are rigid “scorched earth” methods or complicated budgeting tools that leave me feeling paralyzed.”
“I wish I could save up for a family vacation or Christmas.”
We’ve heard all of these fears and questions from clients before… we’ve even asked them ourselves, we’ve been there. You may have been flying by the seat of your pants and squeaking through each month for the last few years, but now it’s time to take control of your money and start feeling really smart & intentional about your financial decisions.
The goal isn’t more money. The goal is living life on your terms.
— Chris Brogan
Our Signature Budget Template is a game-changer if you’re tired of wasting
SO. MANY. BRAIN. CALORIES.
stressing over money and if you’re ready to:
- Predict your monthly expenses so it’s no longer a guessing game (yes, you can plan for everything).
- Level up your existing budget to one that auto-populates, does the math for you and automatically tells you what to do every single paycheck.
- Organize your bank accounts so you can easily see exactly what you have set aside for bills, groceries, gas, spending, savings and more.
- See your entire financial picture in one place, including your assets (yay!), your debts, your monthly budgets, your savings goals and even your retirement possibilities.
- Get excited about your future with a system that supports your goals, whether it’s saving for a dream vacation, paying down debt, or investing in your future (You CAN do it — we’ll show you how).
- Unlock Time and Energy for what truly matters by reducing financial stress and eliminating the endless cycle of paycheck-to-paycheck living.
- Communicate better about money with your partner, aligning your financial goals and decisions, making money talks fun and positive rather than the start of a fight .
If you’re nodding your head yes while your bank account is dwindling down in the background, stick with us because we want to show you what is possible for you and your future. With our Signature Budget Template, we walk you through the steps to take so you can go from overwhelmed, stressed, and constantly checking your bank accounts to organized, excited and confident about what your money is doing.
By the end of this program,
you will have:
1. Created a Solid Budget
Not only will you have a monthly budget that pre-populates each new month, you’ll know exactly how your income is being spent between debt, bills, spending and saving. You’ll finally have specific numbers assigned to groceries, gas, restaurants, savings, kids and so much more because you have a custom-made budget (no cookie-cutter approach here!)
2. Set Up Automatic Paycheck Plans
You’ll never guess what needs to happen on payday again. Instead, your budget will automatically create the paycheck plan you need to know exactly what to do each paycheck between bills, spending & saving. No more living paycheck-to-paycheck or feast to famine lifestyle, depending on the time of month.
3. Started Your Plan to Pay Off Debt
You’ll finally see your debts all on one sheet and you’ll know all of your options for paying it off whether that’s the snowball, the avalanche or minimums. Your monthly budget will also show you know exactly how much extra you can pay each paycheck. You’ll have a clear vision for when you can be completely debt-free-down to the month and year.
4. A Head Start On All Your Goals
Whether it’s saving for vacation, for the annual property taxes or even peaking into retirement, our signature budget template will show you every part of your financial future and give you a clear plan to achieve all of your goals.
Most of all, the Signature Budget Template offers you the tools you need to finally stick to a budget.
Forget the endless stress and late-night crunching numbers. If you’re looking to get smart with your cash, want a simple plan you can actually follow, and dream of getting ahead, not just getting by, this template is exactly what you need.
Gave me a much needed budget refresh!
I really like how all the sheets tie together so it helps keep so much information organized. It also really helps me see the big picture.
Overall the workbook is very user-friendly and really leads you from one section to the next.
– Mary Leitz
5 MONTHLY PAYMENTS OF
$49
Listen to Natalie talk about The Signature Budget Template:
Questions people like you asked before diving into the Signature Budget Template:
HOW LONG WILL IT TAKE ME TO SET THIS UP?
You can get your basic budget up and running in one hour. To get through the entire template and training videos, give yourself about a week!
IS THIS FOR BEGINNERS? WHAT IF I’VE NEVER BUDGETED BEFORE?
Let’s go! This template is for you if you’ve never budgeted before OR if you’ve been using an Excel spreadsheet you built on your own. Either way, we explain exactly what to do and we’ve made it simple and pretty.
I really want to dive in – but I’m afraid I’ll get overwhelmed and lose focus.
Let’s talk about overwhelm.
Overwhelm is that feeling when you’re at the grocery store checkout and you don’t know what’s in your bank account.
Overwhelm is when your daughter’s coach tells you that’ll be another $500 than you’d planned.
We are here to eliminate the stress and overwhelm you have been feeling when it comes to your finances.
We believe in you. We believe in your ability to take this bull by the horns and finally feel totally in charge and in control with your money.
You CAN do this. We’ve made it as easy and simple as possible.
IS THERE A COMMUNITY GROUP INCLUDED?
Yes! You can pop into our Facebook group where we can answer any questions you have and support you on your journey.
Do I have a limited amount of time to access this template?
You will have lifetime access to this budget template, the training programs and every update we make to improve the entire program!
I’M WORRIED I WON’T HAVE TIME TO IMPLEMENT WHAT YOU TEACH!
You can watch the tutorials and complete the spreadsheet on demand, whenever you can find time. Then, you can implement as little or as much of what we teach as you want and still make progress!
WHAT SOFTWARE WILL I NEED?
Access our template easily with the FREE Google Sheets web-based software on your computer, or use the Sheets app on any mobile device.
5 MONTHLY PAYMENTS OF
$49
Get ready to budget your money to its full potential and start hitting your financial goals.
Are you ready to know exactly where your money is going and set up a financial system that runs automatically and unlock a life where your finances are a reflection of your values, your goals and your good stewardship?
That can totally be you! When you use our Signature Budget template, you’ll finally have the right organization and systemization in your finances that will help you stop spinning
your wheels and living paycheck to paycheck. Who said budgeting can’t be a blast? Our vibrant, user-friendly templates make managing money feel like a game you’re winning. There are even checkboxes!
Plus, imagine the high-fives with your family as you all learn the ropes of smart spending and saving together. You’re finally going to be on the road to all the goals you know you’re capable of. If you’re ready… your seat in class is waiting for you.
It’s time to get peace of mind into your finances.
Busy days? We know them well. But imagine if your money management was so smooth, you could actually enjoy your free time. That’s what a great budget does — it works quietly in the background, so you can live loudly in the foreground.
We totally get it. As busy moms, wives, and professionals, we’ve been in those shoes, trying to juggle the daily hustle of work, home, and family. And on top of all that? Figuring out how to manage a budget—a task no one really taught any of us.
Sound familiar?
We’ve been there, feeling unsure and overwhelmed by the responsibility, trying to piece together a financial plan without a clear guide.
That’s exactly why we’re here: to share what we’ve learned and help you navigate the budgeting journey that we once had to figure out on our own.
We made the Signature Budget Template because everything else out there just didn’t cut it. It’s pretty, complete, and simple, without the headache. This is for you to ditch the frustration and smash your financial goals, big time.
If you’ve caught yourself thinking, “I don’t know where to start,” or “I should be able to do this on our own,” then our Signature Budget Template is tailor-made for you. It cuts through the complexity, offering a clear starting point and easy steps forward, so managing your money feels straightforward, not overwhelming. Plus, we’ll teach you everything you need to know to feel confident in your budget and financial decisions.
Ready? Let’s get started.
We cannot wait to