The Family Money Reset 2027 (Planner + Spreadsheet)

Get my Family Money Reset today!

Money stress hits the whole family. So this planner is built for the whole family, not just one person at a desk with a calculator.

The Family Money Reset 2027 takes you through the year in four 90-day phases:

Reset (Jan–Mar): get control. Budget, emergency fund, and a plan for your debt. Build (Apr–Jun): earn more and keep more. Start one extra income stream. Grow (Jul–Sep): put your money to work. Retirement, investing, and your Asset Fund. Freedom (Oct–Dec): lock in the habits that worked and plan what's next.

Each phase starts with a simple plan and ends with a scorecard, so you can see how far you came.

What's inside:

50-page printable planner: 12 monthly budgets, debt snowball, savings challenges, net worth and income trackers, and more

Couples money date page and a 10-minute family money meeting

Money Talks by Age: what to teach and what to ask, for ages 4 to 18

Kids' pages: Save, Spend, Give jars, chore chart, and savings goal

Debt payoff spreadsheet (Google Sheets + Excel) that shows your debt-free date and compares Snowball vs. Avalanche

You don't need to be good with money. You need 30 minutes to start and 10 minutes a month after that.

Works great with The Money Reset and The Wealth Builder. Each phase lists the chapters that go with it.

Digital download. For personal and family use. For planning and educational purposes only, not financial advice.