4 Week 'Essentials'
Spending Plan Course


  • 4 x Workshop Recordings 
  • Workshop Workbook
  • **Access for recordings and workbook  in course – 4 months
  • 2 x 30 minute 1:1 Coaching Sessions with Sherri
  • Required: 1 month Spending Planner Software Subscription $10

 You have made the right decision to learn more about the 4-Week ‘Essentials’ Spending Plan Course.

This is a *NEW course we are offering!  It is a self-paced course, yet we recommend to complete in 4 weeks for quick finacial peace of mind.

We tested this course during a group (live workshops) in DOUGH-vember 2022 for $1.  It was so successful that the students said it was well worth increased cost of $99.00. 

In this course, you will create your ‘essentials’ Spending Plan.  ‘Essentials’ are the top 12 expenses you have.  The expenses we ALL have.  I call the our LIFE costs as opposed to our STYLE cost which vary.

  • Rent/Mortgage
  • Food
  • Petrol
  • Utilities: Electricity/Water/Internet
  • Insurances: Home and Car
  • Telephone
  • Car Registration
  • Council (Land) Rates

NOTE:  You may require to ‘upgrade your service’ and receive more training and support to continue to enter ALL your expenses into your Spending Plan, AFTER this ‘essentials only’ course.  All our courses are an affordable investment and will save you thousands in the future!  Your dreams will start coming true.

Topics Covered

  • Effective Bank Account Structure
  • LIFE Essential Expenses ONLY
  • Plug the Leakes in your Spending
  • STOP the Debt Cycle & Save
  • Life STYLE Expenses
  • See Your Perfect Spending Year
  • Automate Your Finances
  • Live Your Spending Plan
  • Accountability and Support

Course Outcomes


  • Know your money truth
  • 100% financial clarity
  • 100% honest to yourself and others
  • Protect your money from YOU!
  • Create a Spending Plan
  • Prioritize your spending
  • Automate your bills
  • Eliminate consumer debt
  • Plan for the unexpected expenses
  • Unify relationships
  • Achieve Financial Peace
  • Become a Happy Spender
Become a Happy Spender: ---> PLANS > SAVES > HAPPILY SPENDS

• Do you feel that your finances could improve, but your current budgeting system (or lack of) is stopping you from achieving your financial goals?

• Are you living paycheck to paycheck with little or no savings and debt?

• Do you feel frustrated with traditional budgeting (restricting & time consuing record keeping)?

• Do you need to improve your mindset around your money and spending?

• Would you like to learn a true money mindset and proven tools that will eliminate your money stress?

• Are you good with money, yet just want to do even better?

• Are you curious how others achieve financial peace?

When our family of seven found the Spending Planner system 20 years ago it dramatically changed our financial life from money stress to money success and financial peace of mind.

Traditional budgeting lacks vital information – timing or cashflow of your income and expenses.  A Spending Plan includes timing or cashflow which makes all the difference!  No more guessing if you can pay all your bills and expenses (plannned & unexpected).  Have a 100% financial clarity with a Spending Plan where you will KNOW all your expenses will be paid for the next 12 months.

You too can enjoy financial peace with a Spending Plan!

Family USA Trip 2019
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Essential Spending Planner