The Essentials System Course

The Essentials System Course

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JOIN US TO WORK ON THE MOST IMPORTANT ORGANIZING PROJECT YOU'LL EVER COMPLETE!

We all know that there are certain crucial documents and pieces of information we need to have in order, both for our own peace of mind and for the sake of our loved ones in case of emergency.

But it can be confusing, overwhelming, and downright frustrating to try to figure out exactly what paperwork we need and how long we should hold onto it.

So we put it off.

We take the risk and just hope that we’ll be lucky enough not to need those important legal documents, financial information, insurance policies, IDs, contacts, and more. 

It’s time to stop procrastinating and finally take action.

THE ESSENTIALS SYSTEM WILL HELP YOU...

🌟 Create a single box that holds all of your most crucial information-- identification documents, financial planning, insurance policies, tax documentation, estate planning paperwork, and more-- so that you have easy access when you need it and your loved ones can find any essential information in case of emergency.

🌟 Identify and close vulnerable gaps that may exist within your future and legacy planning so you and your family can have confidence that you're prepared, no matter what may come.

🌟 Receive guidance and encouragement as you work through the program, leading to higher success and completion rates.

We don’t know what the future holds. The sooner we organize our most important documents and information, the sooner we’ll be able to rid ourselves of that constant low-level stress and worry that we aren’t prepared in these absolutely crucial areas of our life. 

You can figure out all the pieces on your own and keep procrastinating, or you can use the guidelines and templates we’re offering in The Essentials System and have your most important organizing project complete in just a few weeks! It’s a no-brainer! 💕

Please note: This is the previously recorded self-paced version of The Essentials System class. (There is no live component.) The class is set up to work on one lesson per weekday for two weeks, but students are free to work on the project whenever it fits their own schedule.

We are not legal or financial professionals. This class provides education and guidance for organizing your most important documents and information, but it does not provide personalized legal or financial advice. For those matters, please speak with your attorney, CPA, or financial advisor.

💗 3 Replays of Live Video Sessions. These sessions teach key frameworks for assembling your Essentials box and answer FAQs.

💗 10 Daily Lessons + Assignments. Each lesson includes a short video, editable templates, and a daily checklist.

💗 Bonus Canva Templates allow you to easily edit all printables to meet your needs and preferences.

💗 Bonus Interview with Estate Attorney Amy June

💗 Bonus Interview with Accountant Sarah Korhnak

💗 Students retain lifetime access to all lessons.

✨ A thorough and organized box that includes all of your most crucial information (and isn’t bogged down by clutter or unnecessary paperwork)

✨ A clear understanding of exactly what paperwork and information you need to keep, how long you need to keep it, and what you can let go

✨ Identified and closed vulnerable gaps in your future planning so that you and your loved ones will be taken care of

✨ Confidence that you and/or your family members would have easy access to any information you would need in the event of an emergency

This class is hosted in our course community, Circle. After checkout, you will receive an email with login instructions. This is a digital product. Nothing physical will ship.

Let customers speak for us

from 1748 reviews
Game Changer!

Wish I could give this more than 5 stars! We have already put our finances into place and for the first time in years are hopeful with eliminating debts due to this process. Thank you for sharing this golden note and I can’t wait to pass it on to others!

RTaylor
Debt Snowball Spreadsheet for Google Sheets
Love!

The step by step video made it so easy to set up and understand the sheet.

ToryGirl2024
Monthly Budget Spreadsheet for Google Sheets
Absolutely love!

I’m loving the personal finance dashboard. Can’t wait to purchase the business finance spreadsheet for our HVaC business

Amy
Complete Finance Dashboard and Annual Budget System for Google Sheets

Love this spreadsheet! Been looking for something all inclusive like this for years!

Bianca B
Complete Finance Dashboard and Annual Budget System for Google Sheets
Great guide

Prompt download. I received a ton of information that made me feel that I can be successful at keeping track of my budget. Easy guide

K.A.
Complete Finance Dashboard and Annual Budget System for Google Sheets
Absolutely helpful!

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I’m still hoping I can get the Debt Snowball Tracker as a freebie someday 🤭 That would make this spreadsheet even more perfect! 💕

Angelie Gorospe
Monthly Budget Spreadsheet for Google Sheets
Great Asset!

The thought and intention behind this spreadsheet has not gone unnoticed! Even detail is taking care of so you literally just have to plug in the details. (Watch the YouTube video!) I find it incredibly helpful to have the “big picture” visual of debt moving in the right (paid off) direction. This spreadsheet truly goes above & beyond and even takes into consideration any adjustments you might need along the way, such as paying a little extra or paying a little less. (Simply log it on the “transactions” sheet!)

Thank you so much for the time & thought put into this, as well as such a thorough explanation of Avalanche vs Snowball methods. Nice work!

Sherri G.
Debt Snowball Spreadsheet for Google Sheets

This is a “must have”.

Catraoine Cumbers
Complete Finance Dashboard and Annual Budget System for Google Sheets
Would buy again

So well laid out and accurate and easy to use.

Tashia Konrad
Debt Snowball Spreadsheet for Google Sheets
Very happy with my purchase

Very easy to understand. Video was very helpful for visual learners. Thanks Abby!

Courtney McCoy
Debt Snowball Spreadsheet for Google Sheets
Love it

I'm still getting used to all the tabs, but I am loving it! It is really helping me keep track of everything in one place, and it is giving me a better handle on what I need to do to pay down my debt. I love it! I am planning on getting a copy for my daughter.

Barbara Mattson
Complete Finance Dashboard and Annual Budget System for Google Sheets
LOVE IT!!!

Love it!!! Great set up love the flexibility of being able to customize. Thank you for creating I tried a few but this one I love and is easy to use.

Joanne Logua
Debt Snowball Spreadsheet for Google Sheets
Easy to Use

After watching the "get started" video, we have jumped tight into using this program. I love being able to see at a glance where our money is going. We are only in our first month using the program, so I look forward to seeing the benefits of monitoring our spending.

Carolyn Loewen
Complete Finance Dashboard and Annual Budget System for Google Sheets
Love it

Nicely organized yearly budget. She thought of extra things that I wouldn't have and it is very organized.

jamie burton
Complete Finance Dashboard and Annual Budget System for Google Sheets
Exactly what I needed

For months I couldn’t seem to get chores and life under control. I’m one who needs to see a written out plan and I use spreadsheets for absolutely everything. Not only was this spreadsheet visually appealing, it’s helped keep me on track and motivated. As a mom of three who also works full time, I started losing track of everything but this has helped me get control again.

Crystal Espada
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