Money System Install - DIY Edition

This guide shows you how to design a calm, automatic money system that keeps bills covered, savings & investing consistent, and spending guilt-free. Includes printable worksheets and a troubleshooting page.

Inside, you’ll:

• Map your income and non-negotiables
• Choose your 3–5 conscious spending buckets
• Plan direct-deposit or transfer splits (percent + $)
• Outline your automation schedule
• Set a weekly & quarterly review cadence to stay on track

What’s Inside

• Outcome Overview
• Baseline Cashflow Map
• 3–5 Bucket Planner
• Split Planner (%, $)
• Automation Checklist
• Weekly / Quarterly Pages
• Pitfalls + Troubleshooting

Format: PDF (instant download)
Time required: One day to complete; expect 1–2 weeks to fully settle automations. Financial systems take time to implement, but once implemented, you will benefit from you hard work!
Price: $29
Who it’s for: Early-career pros and financial-foundations learners who want structure without complexity.
Who it’s not for: Anyone seeking personalized financial advice or product recommendations.

Before you buy (prereqs)

• You’ll need your latest income amounts, list of bills + due dates, and current balances.
• This is an educational implementation framework. It is not legal, tax, or personalized financial advice.

Delivery

• Instant download after checkout.
• Your files remain in your Gumroad/Library for future access.

Refunds

• Digital product — all sales final. Personal license only.

FAQ

How long will this take?
Plan on one day to complete the guide; 1–2 weeks for automations to settle.

Do you tell me which bank or funds to use?
No, since this guide focuses on the system design, but I do share the High Yield Savings account, investment, and checking platforms that I do use if you are interested.

Is this financial advice?
No. It’s an educational framework that you can apply to your own situation. It's one way to structure your finances if you are willing to apply it.

Can I get help implementing it?
Yes—book a Done-With-You session with me.

Educational content only — not legal, tax, or personalized financial advice. I do not access accounts, submit forms, or recommend specific products.