IT'S MORE THAN A BUDGET
IT'S A FINANCIAL STRATEGY
Discover the budgeting method that will improve your relationship with money and your partner.
We're confident you'll be satisfied with this course, so try it risk free for 30 days.
WHAT'S THE COURSE ABOUT?
It’s More Than a Budget - It’s a Financial Strategy is a budgeting course created by Chae Waugh, financial expert and author of the best-selling book, “Marriage & Finances.” He brings you a unique perspective on building your budget and managing your personal finances using the proven method of Strategic Budgeting.
Strategic Budgeting is a technique used by companies and organizations that aligns financial resources with long-term goals and priorities, rather than just tracking income and expenses. Chae brings the concept of this approach into his method for developing your personal strategic budget plan.
This engaging and informative course will help you develop a personalized strategic budget plan that aligns with your goals, values, and lifestyle. You’ll learn how to build a financial approach that doesn’t just “make the numbers work”; it makes your life work. You and your partner will create a plan that reflects what matters most to you, supports the vision you have for your future, and feels good to use every day.
By the end of this course, you’ll feel equipped, clear, and confident about where your money is going and why. Instead of feeling restricted or overwhelmed, you’ll learn to view your budget as a tool that works for you and your relationship, helping you make better decisions and breathe more easily.
Build A Strategic Budget Plan
Create your strategic budget using the included downloadable template.
Establish Shared Goals
Align your financial goals as a couple and work towards them together.
Achieve Money Mastery
Align your money with your goals, and take control of your financial future.
WHAT’S INSIDE THE COURSE?
It’s More Than a Budget - It's a Financial Strategy is a 60-minute, self-paced course with 6 bite-sized modules:
Module 1: Welcome & Course Overview
What to expect + how to get the most out of the course.
Module 2: It's More Than a Budget
Learn a new approach and make a shift in how you think and structure your budget.
Module 3: Why Traditional Budgeting Falls Short
Understand why the usual methods don’t work and where you'll make the shift.
Module 4: The Strategy Mindset
Learn the key differences between budgeting versus strategy, and how to make the mental shift.
Module 5: Build Your Strategic Budget Plan
Download the easy-to-use template to create your own strategic budget plan.
Module 6: Putting It Into Practice
Build sustainable habits and rhythms that turn your strategy into real results.
Bonus: Downloadable Strategic Budget Plan Template
A clean, flexible tool you can start using right away.
IS THIS COURSE RIGHT FOR YOU?
Get a free Strategic Budget Review and find out if your current budgeting method has you on the right or wrong path.
"You’re not financially incompatible; You’re just financially misunderstood!"
Hey couples! I’m Chae, a husband, father, financial expert, and author. Before getting married, my wife and I realized the importance of understanding each other’s relationship with money. We discussed our differences and similarities, and developed a shared plan for creating financial stability and a lasting relationship. Setting shared financial goals, such as saving for a home, vacation, or retirement, strengthened our bond and kept us motivated.
We worked as a team to create a budget that balanced our incomes, expenses, and savings. We learned not to let money be a source of stress in our relationship, and you can do it too! With this course, you’ll learn how to build a financial approach that doesn’t just “make the numbers work”; it makes your life work. You and your partner will create a budget plan that reflects what matters most to you, supports the vision you have for your future, and feels good to use every day.
