The Money Date Worksheet [Notion Template] helps you simplify your finances, design your saving and investing plan, and align your wealth with your bigger life vision — without the overwhelm.
✅ Money Date Organizer: your guided ritual to know your numbers intimately
✅ Bucket Strategy Builder: create your DIY investing & savings roadmap
✅ High-Yield Savings Guide: maximize your cash without sacrificing flexibility
✨ BONUS 1: AI Astrology + Human Design Prompts: uncover how your energy & sign influence money decisions
🌿 BONUS 2: Dream Life Design Hub: map out your ideal personal, business & lifestyle goals
Why You’ll Love It
- Finally feel in control of your money instead of reacting to it
- Learn to manage cash & investments the way financial planners do — simply
- Combine practical systems with soulful reflection
- Perfect for purpose-driven households preparing for an uncertain world