Every new month is a fresh opportunity — not just for your money, but for your mindset, your joy, and your goals.
As a financial coach, I’ve learned that peace doesn’t come from restriction — it comes from intention. That’s why monthly planning is one of my favorite rituals. It keeps me grounded, focused, and reminds me to build joy into my life on purpose.
Here’s exactly how I plan each month — and how you can do it too.
✅ Step 1: Monthly Money Check-In
Before anything else, I take a deep breath and look back at the numbers.
- What did I spend last month?
- Did I meet my savings goals?
- Are there any “oops” expenses I forgot to prepare for?
Then I look ahead: Are birthdays, trips, or seasonal bills coming up?
My go-to tools:
👉 EveryDollar – for monthly budgeting
👉 Rocket Money – to track subscriptions and spending habits
This step sets the tone for everything else.
🐎 Step 2: Schedule Joy on Purpose
Before I fill my calendar with appointments, I block out time for what brings me peace — riding my bike, hitting the horse trails, and quiet moments in nature.
Joy isn’t a reward you “earn” later.
It’s something you protect and plan for now.
I literally write “trail ride” or “bike ride” into my calendar like it’s a meeting — because for me, it’s just as important.
📱 Step 3: Plan Goals with Claudia Content
Then I shift gears and map out what I want to share:
- Instagram posts
- Blog topics
- Monthly challenges
- Emails to my community
Planning ahead helps me stay consistent without scrambling — and keeps my heart in what I post.
(And yes, I plan rest weeks too 😉)
🌿 Step 4: Leave Space for Flexibility
Not everything goes to plan — and that’s okay.
I’ve learned to leave room for life to happen:
Sick days, spontaneous adventures, or just needing a break.
Grace over guilt, always.
🛠 Step 5: Tools I Use on Repeat
Here’s what’s always in my monthly planning mix:
- EveryDollar – for simple budgeting
- Rocket Money – to keep sneaky subscriptions in check
- Google Calendar – I color-code everything
- Canva – for content planning and visuals
💚 Closing: Your Life Is Worth Planning with Intention
You don’t need a perfect system to start planning your life with love and purpose.
You just need yourself, your priorities, and a willingness to show up again next month.
Plan for your money.
Plan for your peace.
Plan for your JOY.
📝 Want My Monthly Planning Template?
I created a printable that walks you through this reset — budgeting, joy, content, and all.
💬 Click below to download for free
https://goalswithclaudia.com/wp-content/uploads/2025/07/Monthly_Reset_and_Joy_Planner_Minimalist.pdf
Or DM me the word PLAN and I’ll send it your way!
