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Prosperity Planning Newsletter

The Prosperity Plan is Here....(and so is your budget reset!)

Published 3 months ago • 1 min read

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The Prosperity Plan is here!

So excited to share the Prosperity Planning budgeting app. Not everyone loves spreadsheets and these days it's hard to update them manually. You can connect your accounts and track your spending as you spend. Need help with a debt payoff plan, use the calculator to see your Snowball payoff plan. Click here to get started today.

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BTS

Was just matched with a participant from WISE Place, a non-profit that support women from domestic violence. I've been busy collaborating as a guest on podcasts sharing my story on why I started Prosperity Planning & real-life budgeting tips. I did my first IG Live collab with Latina Lifestyle, you can watch it here.

Attended a co-working event with Like Minded OC at The Club House

Life Lately Looks Like...

I've slacked off...but that's ok.

Kids are back in school and we’re back to our routine. I've slacked off on my pilates classes but I’m signed up for a class tomorrow. My daughter is getting student of the month, and this mama is so proud!!

Budget Tip of the Month

Review your 401k and investment accounts.

Look for the 12 month avg return to see how your account is doing.

Christmas is in 3 months!

Try something different this year. Make a list of who you need to buy for, list out something you can buy them and assign a dollar amount. This will help you figure out how much you spend on each person and creates your overall Christmas budget. Instead of relying on a Credit Card, you can start a sinking fund in Jan for next year. Need help creating your money plan, schedule a 1:1 coaching session.

Empower your Money Mindset

One of my favorite things to help a client with is writing out financial goals. They can be small or large goals. Saving your first $1,000 or saving for your first home down payment. We work together to create a strategy and its so empowering to see clients achieve their financial goals.

Besties Fave Recipe

Because nourishment isn’t just financial. Hope you enjoy this recipe as much as we do.

This Month’s Fave: Lasagna ​

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Have a question or want to share a win? Just hit reply—I’d love to hear from you.

Ready to get started working together, click here to book your Money Coaching Session​

And if you know a bestie who needs a little money magic, forward this their way.

’Til next month,

Erika

Founder of Prosperity Planning

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