This Story & Spreadsheet course is all about exploring both your story and financial spreadsheets to prioritize your financial wellness.
Section 1: Story before Spreadsheet
This section features a guided journal experience including 90+ minutes of video content in chapters focusing on different literary terms.
- The videos focus on the journal prompts with my voice guiding the conversation.
- You have the space to pause, reflect, and record your thoughts in the way that works best for your learning preferences.
- My conversational videos are designed to be authentic, coaching-inspired sessions you can experience in the time, space, and pace that works for you and your schedule.
- Craft your journal responses in the format that appeals to your style and return to the videos and journal as needed over the course of a year.
Section 2: Spreadsheet as Story
This section builds on the literary themes as you work through an analysis of your earning and spending dynamics.
- This section features a workbook with a similar chapter layout and literary themes.
- Exercises focus on understanding the story and context behind the earning and spending.
- The workbook discusses approaches to budgeting that feel personally aligned with the story and vision for your life.
Story Session (limited availability and optional add-on)
The course may include information on 1:1 add-on virtual sessions when available.
- This optional session is at an additional cost and ideal for anyone who would like accountability support or to share their growth.
- My 1:1 session bookings are only available for those in the course and on a limited basis.
- This “flipped” coaching design allows for a more focused and personal 1:1 supplemental experience for those looking for a dedicated space to talk through their story.