Budget Like a Boss: Take Control of Your Money

Welcome! I’m Dani Lee, the Founder of Money Therapy, and I’m excited to guide you on your journey toward financial empowerment.

With two business degrees, experience scaling a 7-figure company, and mentoring over 100 female entrepreneurs, I founded Money Therapy to help women like you overcome common financial obstacles and achieve prosperity and freedom.

Together, we’ll transform challenges into stepping stones for your financial success!

Our focus is on reducing stress and building confidence. Let’s hop in!

Common pitfalls of traditional budgeting methods and why they haven’t worked for you.

It’s time to separate fact from fiction.

In this lesson, I’ll share some amazing stories from clients who have turned their finances around with custom budgeting strategies.

Discovering your true financial values means making choices aligned with what truly matters to you.

Take our interactive quiz inspired by Dr. John Demartini's work to uncover your unique Money Code and core financial values—whether it's freedom, security, growth, beauty, or something uniquely yours.

Let’s take a look at how you are currently making/spending money - does it align with your Money Code?

Learn when to use a bare bones budget and when to transition to an authentic budget.

Let’s work together to create your bare bones budget.

Now for the fun part! Let’s create your authentic budget together.

Much like the tried-and-true envelope method our grandmothers used for managing household expenses - this system ensures you never exceed your budget, automate your savings, and spend intentionally and guilt-free.

Let’s allocate your funds based on your Money Code - the simplicity of this process will make you think, “why didn’t I do this earlier?!”

I’ll walk you through how to set up your digital envelopes - I promise it’s simple! And I’ll recommend to you my favorite banks that make the digital envelope system seamless.

I have to get off my chest why the 50/30/20 Budget Method doesn’t work ;)

Now that you’ve implemented the Digital Envelope System and notice you have a bunch of extra cash at the end of each month - I’ll teach you what to do with it!

Yes - you can still use your credit cards, but let’s have a chat about it. Okay?

I’ll show you how to host your first money date—a fun and cozy way to engage with your finances. Grab your favorite drink, put on some music, and let’s dive in.

You’ll continue to be able to use this tool as your lifestyle changes with each chapter of life - whether you’re starting a new job, growing your family, buying a house, or starting/buying a business.

Congratulations on completing the Budget Like a Boss course! In this final lesson, we’ll celebrate your progress and share next steps to keep building on the budgeting habits and financial knowledge you've gained. You’ll walk away with a roadmap for the next stages of your financial journey.

Schedule a 1:1 personalized financial planning session with Dani. Together, we’ll dive deeper into your unique financial goals, refine your budgeting strategy, and create a tailored roadmap to help you reach your next milestones with confidence.

Enhance your financial journey by signing up for ongoing Money Therapy workshops and events.