Money with Katie Wealth Planner
Start Building Wealth Today
The only money tool that turns your plan into a financial freedom timeline.
You deserve a wealth-building sidekick that's designed for guiding you to financial independence.
This is not just a spreadsheet. It’s
“you'll never plan another way” good.
Every detail of our proven system for money management was painstakingly hand-designed with custom formulas across nearly every cell, so you can focus on the big picture and your long-term goals.
Track your spending, strategize your savings, and watch your net worth soar, all in one dynamic tool that translates the cold, boring details of your financial plan into an easy-to-understand financial freedom timeline.
Personal Finance For Women
Personal Finance For Women
Imagine knowing exactly where you're headed financially.
Now imagine having an intimate and immediate understanding of how earning more, spending less, or investing differently will change that path—right at your fingertips.
Knowledge is power, and there’s no relief quite like the knowledge that you’re making real progress toward the future that you want and can finally make big life decisions that work with your money, not against it.
How the proven Money with Katie Planner four-step system works
Fill out your Dashboard, the mission control center of your money.
You'll begin in the Read Me First tab, where you'll enter information about your income, spending, and goal savings rate. Right away, you'll begin to see insights about things like how you're taxed (and how to lower that number!), how your budget should be structured based on your goals, and the best debt payoff strategy for you.
01.
How the proven Money with Katie Planner four-step system works
Fill out your Dashboard, the mission control center of your money.
You'll begin in the Read Me First tab, where you'll enter information about your income, spending, and goal savings rate. Right away, you'll begin to see insights about things like how you're taxed (and how to lower that number!), how your budget should be structured based on your goals, and the best debt payoff strategy for you.
01.
Review your personalized best practices.
Trying to save 25% of your income? Weighing your options between filing separately and filing jointly? You’ll review your Example Goal Monthly Breakdown and savings goal, then move on to filling out your goal budget and saving & investing plan. (Don’t worry, we’ll be doing the math to make sure every dollar gets a job.) Once you’ve entered your accounts and their balances, your Net Worth tab will show you your high-level asset location and break down where your money lives.
02.
See where the next 40 years will take you.
The Planner will automatically generate a Financial Independence timeline based on your income, invested assets, spending, and assumptions about the future…where you’ll see—down to the year—when you’ll become work-optional. You can even factor in temporary expenses, big one-time expenses, future inheritances, and more.
04.
Trusted by more than 15,000 Rich People
"I’m really happy with my purchase! This is super useful and has a lot of features that I don’t feel like I could do myself and wouldn’t want to do without. I think they nailed the price point, now knowing more fully what is in it. I’ve told 4 friends already that I bought and love the planner—so money where my mouth is! I’m saying all this to people in my life as well! Thank you Money with Katie team!"
— Betsy
"Long-time listener, 3x Wealth Planner owner, first-time caller! I took a trip down memory lane to my OG Wealth Planner from 2023. January 2023 Net Worth overview reads, $21k invested assets total, and a negative NW (omitting real estate). Flash forward to present day 2025 Wealth Planner, and I have $135K of invested assets and a positive ~$160k Net Worth (again omitting primary residence equity & mortgage). Thanks for the interesting, palatable and actionable knowledge!!!"
— E.
“The most exciting part was seeing the growth in my assets and investments over 2024. I have been able to model my retirement and discovered that I can be financially independent in 8 years (I’m 47). I have used a few planners in the past, but Katie’s is by far the best”
— M.
“Long time reader and in my second year of using the Wealth Planner (last year I doubled my net worth!).”
— M.
But what about…
But what about…
Picture this: a financial planner that doesn't just help you budget, but actually helps you build wealth. That's the Wealth Planner. Rather than simply storing all of your spending data, this Planner takes the cold, hard numbers and translates them so you understand exactly what they mean for your future.
With personalized best practices, powerful insights, and a focus on reaching financial independence—I’m confident this is the best planner available.
Yes. Whether you're a financial newbie or a seasoned investor, the 2025 Wealth Planner meets you where you are. It's designed to help you optimize your personal financial strategy, no matter your starting point, and our comprehensive tutorial will show you exactly how to use it.
Yes. Whether you're a financial newbie or a seasoned investor, the 2025 Wealth Planner meets you where you are. It's designed to help you optimize your personal financial strategy, no matter your starting point, and our comprehensive tutorial will show you exactly how to use it.
Absolutely! The 2025 Wealth Planner knows no borders, but I recommend users outside the US use the Excel version of the Planner, because it’s much faster to update currency in Excel than Sheets. For more information about adjusting the Planner if you’re outside the US, check out this guide.
Our friendly support team at Support@MorningBrew.com is always ready to help. Whether you have a quick question or need some extra guidance, we're here to help you get the most out of your 2025 Wealth Planner.
Our friendly support team at Support@MorningBrew.com is always ready to help. Whether you have a quick question or need some extra guidance, we're here to help you get the most out of your 2025 Wealth Planner.
Your privacy and security are top priorities. The 2025 Wealth Planner keeps your financial data completely private and secure because it’s stored in a spreadsheet, locally on your device, or in your Google Drive. I never have any access to your personal information.
The 2025 Wealth Planner is best experienced on a computer, but you can still access it on your iPad or tablet with Google Sheets. Some features may be limited, but you'll still have access to the core functionality.
The 2025 Wealth Planner is best experienced on a computer, but you can still access it on your iPad or tablet with Google Sheets. Some features may be limited, but you'll still have access to the core functionality.
Your privacy and security are top priorities. The 2025 Wealth Planner keeps your financial data completely private and secure because it’s stored in a spreadsheet, locally on your device, or in your Google Drive. I never have any access to your personal information.
Don't sweat it! Just shoot an email to our support team at Support@MorningBrew.com, and we'll swoop in. We'll help you fix any issues quickly, so you can get back to it.
Don't sweat it! Just shoot an email to our support team at Support@MorningBrew.com, and we'll swoop in. We'll help you fix any issues quickly, so you can get back to it.
You shouldn’t add or delete rows, columns, or cells (the backend formulas are pretty complex). You can add new tabs without messing with the planner's functionality, but keep in mind they won't integrate with the existing tabs.
Feel free to overwrite major category names or add new subcategories to any dropdown list you see.
Reach out to us at Support@MorningBrew.com within 30 days of your purchase, and we'll give you a full refund. No questions asked.
Reach out to us at Support@MorningBrew.com within 30 days of your purchase, and we'll give you a full refund. No questions asked.
Get the all-in-one wealth-building tool that’ll take you there.
Get Your Money With Katie 2025 Wealth Planner
Take charge of your financial future.
