Sage Money
Simple personal finance that honors your needs and dreams through money storying, debt freedom, conscious spending, intentional banking, smart investing, and financial independence.
Rachel
Class
Minimalism
Money Story Doc
Childhood
Past Mistakes
Present
Privilege
Money Story Quiz
Net Worth Sheet
Bucket Flowchart
Net Worth
Expenses
Income
Starting Point Quiz
Debt Freedom Sheet
Debt
Method
Payoff
Privilege
Credit Cards
Debt Freedom Quiz
Budget Sheet
Budget Doc
Income
Income Quiz
Spending Habits
Create Your Budget
Perfect Your Budget
Automation
Mortgage
Insurance
Budget Quiz
Bank Accounts Sheet
Bucket Flowchart
Accounts
Checking Account
Emergency Fund
Sinking Fund
Launching Fund
Bank Accounts Quiz
I took this course with my husband and we both learned a ton and feel we are allied together to reach our financial goals. Given the knowledge in this cours...
Read MoreI took this course with my husband and we both learned a ton and feel we are allied together to reach our financial goals. Given the knowledge in this course can help a person save literally millions over their lifetime we cannot recommend it highly enough. Thank you Rachel! - from a fellow PNWer
Read LessI just paid off my student loans!!! 🙌🙏🎊🎉 I'm literally crying as I write this! What a weight lifted. And yes, that's huge. But what's way bigger, even, ...
Read MoreI just paid off my student loans!!! 🙌🙏🎊🎉 I'm literally crying as I write this! What a weight lifted. And yes, that's huge. But what's way bigger, even, is the empowerment I feel in my financial future. Rachel's guidance in the Sage Money Course is the perfect mix of Best Girlfriend meets Nerdy (and goofy) Financial Planner meets Supportive Life Coach meets Cheerleader in every magically inspiring way you can imagine. Truth: I've shied away from this conversation my whole adult life. I told myself that I'm not a "numbers person." Insert eye roll. My husband has a professional background in finance. I'm not the primary money-maker. I have other interests and ways I want to spend my time and energy than learning about money.... so many reasons for me to stay out of the money conversations. Now I see that money is one of those levers that, once own it, you decide to own your life. As a business owner, a wife who wants a seat at the table, and a mother who wants to raise a financially empowered child, IT WAS TIME. It was time to step into my power, time to live consciously, time to make plans for our future, and time for me to take ownership of my money story. Full disclosure: It's not easy. I've cried. I've resisted. I've lit candles and made many cozy beverages to help me confront areas I've ignored for too long. But like pretty much everything in life worth examining, the growth goes beyond the topic at hand. Since going through the course, my marriage is stronger. Business opportunities are showing up daily. I feel more at ease in money conversations with our son. I feel more powerful and confident in every area of life. It's my life and I am here to live it intentionally in every realm.
Read LessWitnessing the brave money decisions Rachel’s family has made to create the most fulfilling life for them is so inspiring! Through the course, Rachel is pres...
Read MoreWitnessing the brave money decisions Rachel’s family has made to create the most fulfilling life for them is so inspiring! Through the course, Rachel is presenting the steps her family has taken towards financial freedom and is sharing with us the wisdom and experience she has gained along the way. This class has given me the knowledge to take the necessary steps to reach our family’s financial goals, which in turn will allow us to live a life that is more in line with our values. This I think is what makes this course so impactful. After taking the class, I feel more confident in my ability to choose the best path for my family and be less influenced by the sometimes strong cultural messages telling me how family life should look like. The class is also very comprehensive and not intimidating at all! I live in Canada, and while a few components of the class touch on financial products and programs that are specific to the US, all the information can very easily be applied to the Canadian context.
Read LessSage Money is exactly what I needed to fully commit to living an intentional life with my family. I have always wanted to homeschool my own children but batt...
Read MoreSage Money is exactly what I needed to fully commit to living an intentional life with my family. I have always wanted to homeschool my own children but battled thoughts of scarcity and wondering how we could afford to do so. In the class she addresses processing our own money stories, dealing with debt, building a budget based on our family’s values, and passing on better money stories for our children. I have learned how to prioritize my money, my time, and my family to move forward and live differently than the mainstream path. The class is incredibly thorough, practical, and thoughtful. Rachel presents personal finance, wealth, and privilege with so much sensitivity and awareness that I felt safe and cared for while processing my own past mistakes with money and learning about the gaps between the rich and poor. She presents these important truths in a way that left me feeling not only seen, but hopeful. This class shares tools to guide you no matter where you are on your journey with money. I have read some of the finance books that she refers to in the class and Rachel brilliantly curates the information in a way that’s easy to understand and comprehensive. I found it incredibly motivating and I am excited to move forward in my own journey. It is an investment you won’t regret!
Read LessRachel has been a mentor and lifeline for my family for the past 4 years. I've devoured her podcasts and e-books, courses and coaching offerings. I literally...
Read MoreRachel has been a mentor and lifeline for my family for the past 4 years. I've devoured her podcasts and e-books, courses and coaching offerings. I literally do not know what my life would look like if I hadn't entered my email address in response to her beckoning siren's whisper of "Hey, gentle Mama...tired of losing your shit?" And while I've come to expect only the best advice from her, I could not have imagined that the woman I've leaned on for solid parenting support would become my new go-to resource for financial literacy and wealth building. But I should know better than to pigeon-hole Rachel! And what more potent and inspiring an example of the powers of self-directed learning than this brilliant woman stretching and expanding the boundaries of her brand to hold her glorious, passionate, full person-hood? Rachel is, in the best sense, a money nerd. In Sage Money, she brings her whole, hilarious, casually-imperfect perfect self to the table, walking you through every single step you'll need to bring your family into solid financial footing. I'll admit to being totally intimidated by this process before I began. But her humble, warty realness as she reveals her own family's journey from 6-figure debt to financial freedom is SO inspiring, and yet it feels totally in-reach by the end of this compact, thoroughly enjoyable and engaging course. Brava, Rachel. At 41, my partner and I are grateful to be healing the decades-old money baggage that's kept our family treading water for years. We are seeing with new eyes these days, and the road ahead looks and feels gloriously wide open. Thank you Rachel! You're my shero.
Read LessI’m so happy to have some guidance as I begin to examine the role money plays in my family’s life and how to prepare for the future. I made a goal to start t...
Read MoreI’m so happy to have some guidance as I begin to examine the role money plays in my family’s life and how to prepare for the future. I made a goal to start truly organizing our finances this year and then your course appeared. It’s nice to know others that have carved a path on this journey - hoping to follow in your footsteps. Thank you!
Read LessI have long avoided budget software and apps due to the anxiety it causes me, this course has helped empower me to face my past, love myself and move gently ...
Read MoreI have long avoided budget software and apps due to the anxiety it causes me, this course has helped empower me to face my past, love myself and move gently towards growth.
Read LessI have tried different methods of budgeting over the last several years, and I never stuck with it more than a few weeks. This course makes it real and with...
Read MoreI have tried different methods of budgeting over the last several years, and I never stuck with it more than a few weeks. This course makes it real and with all the stories, lessons, guidance, information, resources, and encouragement, it feels possible to manage. I am actually enjoying it now rather than it feeling like a chore. I also am thankful that I have all the class information to keep referring to whenever I need it. Thank you, Rachel!
Read LessIt is rare to want to review something before you have gotten past the beginning, let alone finished it all. But, I am a business owning mom with a million...
Read MoreIt is rare to want to review something before you have gotten past the beginning, let alone finished it all. But, I am a business owning mom with a million responsibilities- which means if something doesn't win over my attention and interest quickly, I have to move on from it so I can devote time to that which does hold value and matches my values. I am compelled to write this note even though I just started Sage Money because when it comes to money, most of us are run by emotion and stress. We don't open bank accounts, we Add to Cart mindlessly and bury our heads in the sand because of how we "feel . Sage Money right off the bat has introduced peace and calm into my sense of finance. I feel like I can take a full breath knowing money wisdom and knowledge is about to come to me from a safe and loving mind; that I can exhale knowing that at the end of it all, my relationship with money won't be a tangled mess but an intentional blend of practicality, wisdom and an internal shift that will last. Reviews are usually written to rate and rank a product/service that has been used. This review is vouching for much more- this review is to share that the "Doing" part doesn't feel hard already- because Sage Money heals where it matters most- your insides. I am excited to finish. And that is a statement I never imagined saying about anything to do with money. That itself is worthy of a review and recommendation. You will not regret this step. I already don't...and I am not even done!
Read LessThe Sage Family Village is the like-minded community you crave, complete with ongoing discussion and support. This "course" serves as our gathering space for live monthly group coaching (the fire pit on the beach of our virtual village).
Get all the courses for one discounted price.