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I appreciate your videos so much!!!

Thank you for all this guidance!

Very Helpful! Thank You

I am getting my Liscence got insurance and I have no clue where to even begin sadly

Ok, I'm super inspired now! Thanks Cassidy!

Hi Cassidy, None of the links to enroll in the 4 week "Winning Your Week" course.

Great video. Thanks!

U need a professional TH-cam thumbnail designer?

This is SO GOOD! I need to get a glass of wine and get updated on all your vids. You truly are the best! Thanks for doing this for us Cassidy.

Cassidy, this is cool stuff! Are you using Notion as your AMS too?

Thank you and thank you. This is formative and now I understand that I need to move from working in the business to working on the business

Absolutely Inspiring! Yes I have all my cds minus my first one I received from my uncle, Butterfly by Mariah Carey and I have a way to play them 😂. I also have an album player as well.

The final results look great!

Love it! I have started to declutter and organize my home office and you gave me some inspiration and ideas. And you have an awesome CD collection LOL! 😀

Hey Cassidy! I am budding thumbnail designer. If you are interested I can edit thumbnails for you. Please reply with contact details if you are interested.

New Subscriber here. Great ideas, I am excited to be her supporting another awesome channel.

I enjoy budgetting videos and have been watching a lot, but this is actually the first one where I feel like I take away something useful for me. I don't really have exorbitant spending habits and I take home a good amount of money for my needs, so most of the "cash stuffing" (and even to an extent "no spend") don't really feel useful to me. Most savings challenges just feel like moving money around between envelopes 😅 But the way you talk about goal-setting and especially about being conscious and intentional about your money and where it goes really resonated with me! I definitely feel like that would be meaningful to how I budget and spend this year, so thank you so much for sharing.

New Sub! Great video, love your goals.

Thanks Cassidy. Two of the things that I also put on my annual routine is to pull my credit report and make sure that there is nothing unexpected on there. The other is to update my "just in case book". This has my family's life policies, my banking information, credit card information, investments, etc...

New subbie here. You know why I subscribed? Because our home life is very similar and I enjoyed your honesty. Great video, I honestly enjoyed it plus I also like the “Money Planner” name. Because that’s exactly what it is. I look at our accounts daily, except weekends, our personals (4) and our businesses. Deposits, bills pay etc….

which planner is this ? I love the cover. thanks :)

Amazon 😩😩🤦🏽‍♀️🤦🏽‍♀️ im over 1k a mth with them alone

Simple ❤

Great video 🎉 New Subscriber ❤

enjoyed the video

I'm just setting mine up for 2024. 🙂

❤

I thank you for sharing your story. Its good to have the background information behind your obvious success.

Hi...doesnt sound crazy because I had to do the same thing you basically need a week on 4 pages in conjunction with your monthly. I had someone create a week on 4 pages for me so here is a suggestion, if you dont mind. You will need to combine the categories on your sticky notes you have on the right side on the dashboard layout with the sections on the left, basically make them all on one page. You can eliminate the right side of the dashbord layout because you will have a time weekly so with that here is waht you can do... 1. Use the left side of the dashboard layout as your first page with all you different sections but it must be on the right side of planner. Pgs 2 and 3 would be your timed scheduled page and the last page (on the back) would be a notes/braindump. Hope this makes sense,

In order not to see 23/24, take that cover and make it your NEW back cover. Now if you don't particularly care for the inside of the back cover, it might not be so great as your new front cover. Just a thought! 😊

Promo'SM

Make sure to let us know how you conduct these planning sessions and what you are wanting to achieve in 2024 👇🏼

Love your content thank you for staying real🤍

Keep fighting the good fight

My business was selling, and bringing in revenue. But I was not making much profit or at all. Going into debt and wondering how this will continue. I was trying to figure out how I can stop working so much but was afraid to take my foot off the gas pedal. I still had the hope of succeeding but I was not spending time doing so intentionally or strategically. I was still waiting and wishing I could find the secret sauce to it all. While watching others brag about their success. I knew I was capable of anything but was so overwhelmed I couldn’t see in front of me clearly. I wanted a place to feel safe, surrounded by a business bestie who could guide me to make strategic moves, increase profit, and have great execution with little effort. Not making a profit, working too many hours, and having to juggle it all. What had me in this mood you ask? And keeping me up at night is all of that. (Constantly churning in my brain) feeling like it’s all going to fail. I had such a deep desire is to make money and prove to myself and my family that I can do this. That I was more than just a mom, or more than just a pretty face, or whatever it was….. I wanted to level up too. Sound familiar? Ya. I have been there. I totally get it. If you want to find out how I got out of it and only work 2 hours in my business a month come join our Free Bootcamp and you will learn all the ways I did this! unburdenyourbusiness.mykajabi.com/bootcamp

Awesome information, super interested in getting the template, but when I go to the link it goes to your full program.

www.unburdenyourbusiness.com/offers/PwzCJYQk/checkout The link to template.

Hi! This is great. I am looking for your Notion template and when I click on the above link it does not take me to template.

love you!!! you are the most transparent person ever !!!

WOW! I love this and definitely getting started on this today. This can enable me to get rid of multiple systems and have it all in one spot. Question - do you do the business plan?

Where do you upload docs for each client? And how can I divide that per year?

Hi Cassidy! Thank you for sharing your story - so inspiring!!! Do you follow Codie Sanchez? She is awesome. You kind of remind me of her with all your different ventures... I'd love to diversify my businesses like that too. For now it's real estate rentals, my coaching business and the marketing/media agency. Great connecting and I just followed your channel so looking forward to binging some more content. I'll reach out to you on Instagram and maybe we can set up a coffee chat sometime soon? 🤗

Wow!! Great vid, thanks for sharing your insights, thoughts & steadfastness. ❤❤❤

Of course before i am not yet watch your video i ask my self what in business and on business but after i see done your video i understant it and thank you for good business❤❤❤❤

"promo sm"

Every time I see a decrease in sales it’s because I’ve eased on tracking. Great reminder to make it a priority!

Can this template be used for a life insurance and financial planning agency?

I love the culture you built inside your agency! Thank you for sharing!

Wait are you the msa creator ?!

It's definitely NOT among the 20%! (Pareto principle - 80/20 rule that says 80% of your productivity comes from 20% of your efforts)...good stuff!