Have you ever been putting away groceries and realized you bought duplicates of things you already HAD in your pantry?

You go to put away 2 boxes of spaghetti and notice you already HAVE 4 boxes in the cupboard. Or, you bought all of the ingredients to make a special dinner, and when you go to cook it, you realize you don’t have one of the main ingredients that you swear you had in the fridge?

When food is hidden and out of view, you end up with duplicates of things you don’t need or maybe you don’t buy something you actually need because you assume you have enough of it.

THE SAME IS TRUE WITH YOUR MONEY!! When you can’t see your money clearly, you may end up paying for something you don’t use and forget that you have, like a Fitness app or an annual subscription.

Or, you may accidentally forget to make a payment or even make a payment twice, like to a credit card or student loan.

It’s hard to see your money clearly because your income & expenses go through SO many different channels. You may use auto pay, debit cards, credit cards, cash, checks, Venmo, Paypal, etc. You have quarterly expenses like HOA fees and annual expenses like life insurance.

Seeing the timing & the impact of the financial choices you make DAY to DAY is very challenging.

You need a system so you can see your money clearly. And you need to USE that system to forecast what you can do with your money.

When you can see your money clearly, you have confidence and peace of mind in making financial decisions.