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 How do I use the Dollar Happy Planner?

Start by mapping out money goals in the calendar pages.  Fill in the money challenges and work through the learning suggestions.  Plot out money moves by setting dates to accomplish them.  Keep creating goals using the calendar pages and the Financial Vision Board.


How will the Dollar Happy Planner help me build wealth?

All great things in life start with a plan.  The Dollar Happy Planner helps you set clear wealth goals and accomplish them according to a timeline plan.  By being mindful of pay dates, living expenses, and money goals, the Dollar Happy Planner assists you in mapping financial progress.     


Where do I start? 

Start by filling in the Financial Vision Board.  Vision boards are powerful tools that integrate goal setting with visualization.  With frequent viewing, your thoughts will gravitate to your goals.
Enter savings goals on the calendar pages and fill in the budget template.  Focus on treating your personal finances as a business.  Move on to the learning and challenge activities, taking them one step at a time.


How does the Dollar Happy Planner help me make my money work for me?

Investing leverages your earning power.  Passive income is earned through investments.  The Dollar Happy Planner guides you in learning about investing.  By building knowledge, you will gain confidence in investing and be motivated to continue. 


What are the Dollar Happy Planner's other benefits?

The Dollar Happy Planner can be used as a financial organizer.  In addition to creating goals and making financial progress, the summary pages can be used to record updated balances and monitor multiple accounts.  The pocket page can be used to hold important documents.

What if I need help?

Reach out at  We will be happy to guide you if you're stuck.


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