Relaxed Money

Your Custom 90-Day
Money Roadmap

Answer a few honest questions and receive a personalized plan that meets you exactly where you are.

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Ecosystem Leaks Pyramid Your Numbers Your Goal
Step 1 of 5

The Hidden Money Ecosystem Quiz

Eight questions. First instinct only — your unfiltered answer is the accurate one. Your result shapes how you read everything that follows.

Already know your state from the workshop?
Q1 — After a strong income month, what happens in your body?
Q2 — When did you last look at your complete financial picture — income, expenses, net worth?
Q3 — When money arrives, what happens to it?
Q4 — How does slowing down — financially or professionally — feel in your body?
Q5 — When you imagine a significant financial opportunity, what's your first internal response?
Q6 — How does your current lifestyle compare to what your income could actually support?
Q7 — What's your relationship with your savings and investment accounts?
Q8 — When you think about your financial future — 5, 10, 20 years out — what do you feel?
Please answer all questions (or enter your state directly above) to continue.
Step 2 of 5

The Money Leaks Diagnostic

A leak in your money ecosystem isn't always visible. Often it shows up as an income ceiling, income that doesn't compound, or the persistent feeling that no matter what you earn, something is still escaping. Check every pattern that applies to you.

Already identified your active leaks in the workshop?
Step 2 of 5
Step 3 of 5

The Wealth Stewardship Pyramid

Wealth doesn't build randomly. It builds through a sequence — and most people try to access the upper levels before the foundation is in place. Read through each level and choose the one that most honestly describes where you are right now.

Please select a level to continue.
Step 4 of 5

Let's look at your numbers

A ball-park number is fine here if you don't have the exacts. Put in your best answer and just keep moving.

Total gross household income
Total average monthly spend
Liquid savings you can access today
Home equity, investments, savings, etc.
Credit card balances, mortgage, car loans, student loans, lines of credit — anything you owe. Kate reframes these as "invoices for blessings already received" rather than debt.
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Calculated: Total Assets minus Total Liabilities
Please fill in at least your annual income and monthly expenses to continue.
Step 5 of 5 — Almost there

Where do you want to go?

Pick the goal that feels most alive for you right now. You can always change direction — but clarity here makes your roadmap dramatically more useful.

Almost done
Your roadmap will be displayed on screen. We'll also use this to stay in touch.
Please select a goal, enter your name, and provide a valid email address.
Your Personal Roadmap

Your 90-Day Relaxed Money Roadmap

Generated just for you, based on where you are and where you want to go.