Relaxed Money
Before we begin

Are you ready for your fully custom 90-Day Relaxed Money Roadmap?

Answer a few honest questions and within a few moments you'll get your roadmap — so you know exactly where to start to reach your next financial upgrade.

Eight quick steps · About 5 minutes · Your roadmap is yours to keep

Your answers stay private. We save your roadmap as a PDF so we can send it to you, and it's only shared with you — never sold or shared with third parties. You can request deletion at any time.

Step 1 of 8

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?
Select any that resonate — you can pick more than one.
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 8

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 8
Step 3 of 8

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 8

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.

What sources of income do you have? Helps give context to the numbers below.
Your total annual take-home pay across all sources — after taxes
Estimated total monthly household outgoings
Checking, savings, retirement accounts, real estate equity, investments, vehicles
Credit card balances, mortgage, car loans, student loans, lines of credit
—
Annual Income ÷ 12
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Monthly Income minus Expenses
—
Assets minus Liabilities

All fields are strongly encouraged but none are required. If a field feels hard to answer, that's information too — your roadmap will name it directly.

Step 5 of 8

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 send it to you and stay in touch.
Your privacy. Your answers are used only to generate your personal roadmap. Your roadmap is written by an AI model (Anthropic's Claude) and saved as a PDF on secure Cloudflare storage so we can send it to you. Your roadmap PDF is only shared with you — never with third parties. Your name and email are sent to Kate's email platform so we can deliver your roadmap and Relaxed Money updates. We never sell or share your information. You can unsubscribe at any time, and you can request deletion of your roadmap PDF by replying to any email from Kate's team.
Please select a goal, enter your name, and provide a valid email address.
Step 6 of 8

A few deeper questions

These questions aren't about right answers. They're about giving your roadmap enough of the real picture to actually be useful. The more honest you are here, the more precisely it reflects what's really going on.

When you think about sitting down to look at your full financial picture — all of it, not just your bank balance — what comes up? Be specific about what you feel in your body, not just what you think.

Complete this sentence honestly: "I could be more financially secure, but…" — write whatever comes after the "but" without editing yourself.

How does money show up in your closest relationships — with a partner, family, or the people you work with? Is it a source of tension, silence, or something else?

Have you been here before — wanting to change your relationship with money and not following through? What got in the way, or what happened when you tried?

On a scale of 1–10, how important does it feel to upgrade your financial life right now — with 1 being "it's on my radar but not urgent" and 10 being "I am ready to move on this now"?

Not urgent Ready now
Optional — but highly encouraged

Is there any part of you that believes making more money would cost you something important — your time, your integrity, your relationships, or who you are? Describe the trade-off you're afraid of.

If your financial life felt genuinely settled — not perfect, but solid and safe — what would you do, create, or become that you haven't yet?

Please answer all five required questions and select your urgency level to continue.
Step 7 of 8

Your history with this work

This helps your roadmap speak to where you actually are — not just where you're starting from, but what you've already tried.

Please select the option that most honestly describes your history.
Step 8 of 8 — Your Mirror Moment

Before we build your roadmap — look at what you just named.

This is what you're bringing to the table. Confirm it feels right, then we'll build your personalized roadmap from here.

Ecosystem State
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Pyramid Level
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Active Leaks
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North Star
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Your belief to examine
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Your Personal Roadmap

Your 90-Day Relaxed Money Roadmap

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