How to Set Life-Changing Financial Goals by Chelsea Brennan

How to Set Life-Changing Financial Goals

Set money goals with meaning - that you can actually achieve!

Financial goals should be about more than money.

Your goals should be rooted in what is truly important to you, what you want in life, and your plan to get there.

We've all sat down with a notebook or sticky note, feeling ready for something more, and jotted down a money goal.

"I'm going to get out of debt." or "I'm going to stop going to Starbucks before work." or "I'm going to stick to a budget." or "I'm going to start meal planning instead of ordering take out."

But then, a week or a month later, we're right back where we started. Debt freedom feels impossible or meal planning feels like the most restrictive and depressing thing in the world. "I mean, really, who says no to pizza?!"

And so, nothing changes. We go back to our old routine until that pang that we deserve more kicks in again.

But not this time.

This time, you're going to set goals with meaning - goals that matter to YOU, not some guru who tells you how you should use your money. And, instead of setting your goals based on a whim, you're going to think about how you want to feel and what you really want your money to do, so every step of the process feels possible and empowering.

That's what How to Set Life-Changing Financial Goals is all about.

This course is for you if...

  • You've set financial goals in the past but lost interest on the journey to achieve them or let a set back stop your progress.
  • You've ever sat down to create a money plan but got overwhelmed, didn't know where to start, and set it aside.
  • You've achieved a big money goal, only to feel stuck on what you're supposed to do next.
  • You have financial goals and are working towards them, but progress feels slow and you're losing enthusiasm.
What you’ll learn:
  • How to determine what you really want your money to do for you - including how you want to feel about money and identifying your core values
  • How to evaluate where you stand with money today
  • How to set goals in alignment with your dreams
  • How to stay committed to your goals so you can get where you want to go
What's included with the course
  • Explainer videos for each lesson of the course
  • Actionable worksheets to guide you through each lesson
  • Transcripts for each lesson video

Meet Your Instructor: Chelsea Brennan

Chelsea is an ex-hedge fund manager turned full-time blogger. She's the founder of Smart Money Mamas and the annual Mamas Talk Money Summit. As a Certified Financial Education Instructor (CFEI), Chelsea is passionate about helping moms step into their financial power and live their best lives.

What's included?

File Icon 19 files


Introduction - Why Goals Matter
Identifying What You Really Want
Module Overview
How Do You Want to Feel About Money?
What Are Your Core Values?
Creating Your Dream
Examining Your Current Financial Situation
Module Overview
Review Your Spending
Understanding Holistic Financial Health
Set Your Ramen Budget
Set Meaningful Money Goals
Module Overview
Set Short-, Medium-, and Long-Term Goals
Finish Allocating Your Budget
Sticking to Your Financial Goals
Module Overview
Create Daily Wins
Importance of Accountability
Habits, Decision Fatigue & Automation
Keeping Your Inspiration Front & Center
Track Your Progress
Enjoy the Journey
You've got this, mama!


I'm ready to get started! When can I sign up?

The course starts now and enrollment is open year round! It is a completely self-paced online course - you can sign up today, decide when you start and take each lesson at your own pace.

How long do I have access to the course?

How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own

Is this course video or text based?

This course has a video for every module, but transcripts are also included for those who learn better through reading. The course also includes PDF worksheets to help guide you through the process of setting meaningful financial goals.

What if I am unhappy with this course?

We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us at hello[@] in the first 30 days and we will give you a full refund.

I have more questions. Where can I ask them?

You can reach us any time at hello[@]! We're happy to answer any questions you have.