$100 Value!

FREE for Katie's All Access Pass Members!

Introducing: The Quarterly Goal Planning System

practical tools and advice for easily and effectively creating personal and financial goals

so you can finally do everything you've wanted to.

Just enter your name and email and the Quarterly Goal Planning System will be speeding your way.

Note: This is a digital product. No physical product will be mailed to you.

"I think the idea of written goals, is the best piece of advice you give. When it is in black and white, there can be no excuses or confusion about knowing the intended outcome."

Janet M.

Stop believing the lie that

setting goals is an exercise in futility, because despite your best intentions you've never lasted longer than a few weeks with any goal ... because life happens.

reaching goals involves knowing some secret code, one that everyone else seems able to decipher, but evades you completely.

having goals is like taking a vow of poverty- never eating out, never taking a vacation, never doing anything fun - ever again.

Instead, you can

create an easy-to-follow system for reaching goals, that works, even if, in the past, you have consistently given up your new year's resolutions by Valentine's Day.

learn the four, simple secrets of setting and reaching goals, without depriving yourself, living like a hermit, or eating ramen every night.

sleep well at night - knowing you're doing the right things to quickly turn your best dreams into realities.

"I have actually learned more from you two than the "experts" on budgeting. It is because you are real and you explain in detail how to do things."

Natalie Ward

What if I waved a magic wand and gave you the power to

Reach your goals in record time, without being super stressed out or worried that you're going to mess up and never recover

and create a customized roadmap to reach your goals in record time - minus the stress and frustration?

What does the Quarterly Goal Planning System come with?

Note: This is a digital product. No physical product will be mailed to you.

You have inspired me to set financial goals this year. I like how you give us lessons on how to make changes to your budget."

Sherry Macias

What makes the Quarterly Goal Planning System different?

We focus on the four secrets to actually reaching your goals, by:

- writing a prioritized list in which all goals are not considered equal

- breaking each goal down into smaller, easy-to-reach steps

- creating specific systems to help you reach each goal

- knowing when and how to change goals which just aren't working

Your journey toward financial success begins with

the four secrets to creating, tracking, and reaching goals.

Secret # 1

Your goal list should be prioritized.

With the Quarterly Goal Planning System, you'll learn exactly how this method of goal creation is different than others and why all goals should not be considered equal.

Secret # 2

Break the goal down into smaller steps.

You'll learn the best (and easiest) way to define specific, realistic, and targeted activities to help you gain confidence and stay excited about your goals.

Secret # 3

Create systems which support your goal.

Goals are not meant to be made and then ignored. It is vital that you create a system allowing you to easily track and regularly review your progress on each goal.

You'll learn the three most important "red flag" warning signs to pay attention to when it comes to evaluating your goals and which factors are totally okay to disregard.

Secret # 4

Goals can change.

One of the biggest problems with goals is that once you make them, you believe you cannot alter them. It's like being stuck wearing an ugly, old dress, which is two sizes too big.

Phooey! Ignoring discomfort is never wise.

Your goals should not make you constantly feel like Cinderella, standing in rags, watching her step-sisters leave for the ball.

Well, your fairy godmother has just arrived with your glass slippers.

You'll learn how to take a sad, sagging, worn out goal and turn it into something new and and exciting that now fits you perfectly, in less time than it takes to say, "Bibbidi, Bobbidi, Boo".

Note: This is a digital product. No physical product will be mailed to you.

"Seeing a plan come to fruition, is rewarding."

Janet M.

We married in 1988, both of us making $5 an hour. Two months later, we were (literally) flat broke.

We realized we needed to learn to set meaningful goals and work together as a team.

Since then, we have

Been completely debt-free (including our home) for 24 years
Bought cars for cash
Paid cash for home improvements
Paid off our first home mortgage in five years
Purchased our current home with cash in 2010

And we did it all while raising children on an annual income which averaged under $40,000 for 20 years.

We've successfully used the simple formula in The Quarterly Goal Planning System countless times in the past 30 years to pay

cash for cars, cash for a house, and cash for vacations....

and you can, too.

Note: This is a digital product. No physical product will be mailed to you.

Frequently Asked Questions

Q: Will I be sent something in the mail?

A: No, this is strictly a digital product. However, you can take the digital file to a copy business, like Office Depot, and get copies made of any of the forms from the eBooks.

Q: What if I've tried planning goals in the past and given up?

A. I can't count the number of times, we have had to pick ourselves up, dust ourselves off, and start again. Progress is about figuring out what works and what doesn't.

The great thing about this system is the fact that it is the result of all the work we have done in the past 30 years to create a formula that actually works when it comes to setting goals. We've used these forms countless times to tackle both large and small goals - and they will work for you, too!

Q: Does this product come with any additional content?

A: Yes. I wanted to be sure you had everything you needed to set doable, reachable, and trackable goals. So, I included both yearly and quarterly goal setting forms, as well as a guide on how to create SMART goals.

I even added an exclusive training video on which Larry and I share complete instructions for using the forms, personal examples, tips for prioritizing your goals, and ideas on how to evaluate your progress.

Q: Do I get all three planner styles?

A: You sure do. Honestly, I loved each of the three of the uniquely themed planners so much that after I created them, I wanted to give you all three for one low price.

The good news is, this means you can mix and match them, using a different theme for each year's goals. It's a fun way to color code your yearly and quarterly goals and be able to easily track how your goals have changed over time.

Q: Will I get product updates for free?

A: Once you own it, even if the Goal Planning System increases in price, you'll never be charged another penny. Plus, you'll be sent upgraded or updated versions for free.

Q: Can I make copies of the forms?

A: Of course. Once you pay for the system, you own the rights to make copies of any of the forms for your personal use. But, please don't share the eBooks with others. We price our products reasonably so that anyone can afford to buy them.

Q: Do you offer refunds?

A: No, we don't. This is a digital product, meaning that once you receive it, we can't offer any refunds.

Even if you've fallen off the frugal wagon before ...

This time get's to be different. Your past does not have to dictate your future.

We believe that you can do this and with these tools, we'll get you there faster.

Note: This is a digital product. No physical product will be mailed to you.