Budgeting email course: Build a plan that funds your goals

For many people, the very thought of ‘budgeting’ brings feelings of falling behind, cutting back, or restricting themselves.

But it doesn’t have to be that way.

We believe budgeting is about saying yes to the life you want - planning for both your future and your everyday, with a simple system that supports your goals instead of holding you back.

The Wealthbit Budgeting Email Course is the perfect place to start if you want to change how you think about money. This 6-part series helps you connect your daily money choices to the bigger picture of your life.

In just 5–10 minutes a day, you’ll create a budget that feels personal, practical, and built around your values.

What you’ll get

• The Wealthbit Simple Budgeting Workbook: You can use it to see your financial picture more clearly, create a month-to-month plan, and make sure your money aligns with what you truly care about.
• 6 short emails: Each one guides you through reflective exercises in just 5–10 minutes.
• Practical tools + prompts: Connect your goals, values, and money in a plan that feels personal and doable.

What you’ll do in 6 emails

• Set your life goals - the real reason you budget.
• Map your income & fixed costs - know what’s locked in.
• Pay “future you” first - debt, savings, and long-term freedom.
• Track real-life spending - capture the way you actually live.
• Budget for joy - guilt-free fun, built right in.
• Stay consistent - turn your budget into a living system.

Why it matters

Most budgets fail because they start with restrictions instead of intention. You jot down numbers, cut out the fun, and end up abandoning the plan after a few weeks.

This course flips that around. By starting with your life goals and weaving them into your budget, you’ll create a money system that’s not about saying no, it’s about giving yourself permission to say yes to what matters most.

Who it’s for

This course is for anyone who feels overwhelmed by budgeting and wants a clearer way forward with their financial planning.

Whether you’re managing a steady salary, juggling side hustles, or freelancing full-time, these simple exercises will help you create a budget that feels realistic, flexible, and aligned with your lifestyle.

How it works

• Enter your details below.
• Get your first email instantly.
• Do one short exercise every day. That’s it.

FAQs

Is it really free? Yes, no strings attached.
How long does it take? 5–10 minutes per email.
Do I need any tools? Just the workbook (Google Sheets) we send you.
What about my data? We’ll only email you about this course.

P.S. This mini-course is a gentle first step. If you want your team to go deeper into budgeting, our Financial Freedom Programme™ offers workshops, coaching, and a mobile app to help you and your team reduce stress, grow savings, and build lasting freedom.

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