The best purchase I made Jan 2025

I can’t say enough about this planner and I’ve been through lots of different budgeting planners and spreadsheets. This one is the best for me hands down!! Love the step by step guidance and tutorial. Can’t wait to start my February budget!!!

I bought her original planner a little over a year ago, and when my husband and I got married, we started using it together. It has helped us reduce our anxiety around money and has made our biweekly financial meetings so much more meaningful and peaceful. Lol. So, we decided to buy the upgraded version, and omg!! Life-changing.

We had to do a lot of manual work with the first one, which honestly was great for us because we were just learning how to budget, and that gave us a lot of insight.

This new one is sooo beautiful, and I love how many of the sheets connect with each other. I also love how many features it has, and it makes me excited that once we have the basics down, we’ll have even more to look forward to.

I’m very grateful that we found this spreadsheet.

Love the layout. So excited to use it this upcoming year.

This planner and accompanying spreadsheet are incredible, comprehensive, easy to use resources. I enjoy filling mine in every month! Her 8-part budget set up is so easy to follow. I've reached out with specific questions and she's been so kind to answer them clearly and promptly. Would love to buy these for all my family and friends!

This planner is so well thought through and a beautiful notebook

I enjoy the hybrid model of budgeting and how the google sheets make it easier to track your expenses.

Love the quality of this book. Totally unexpected and so worth the money.

The quality and detail of the book was more than expected. Simply a great purchase!

Love the sheets and the spiral book— very well put together and a great process to get finances in order.

I love your planners, I am a little bummed that you don't offer disc bound anymore... that's my favorite!

I'm thrilled to recommend this product! When I opened the box (which was stunning), the impeccable quality of the Mosaic Hardcover Wealth Planner was immediately evident. This tool's impressiveness doesn't stop at the aesthetic level, though: it offers a simple and fluid, yet sophisticated, approach to building wealth. It's so easy to use, can be easily carried anywhere, and has been transformational to my family's financial journey. Thank you, Rachel, for creating such an amazing tool!

Wow, what a SPECTACULAR product! The Google Sheets Mosaic Wealth Planner not only keeps my family on track financially in the moment, but it smoothly calculates debt payoff, net worth trends, savings efforts, etc. It balances elegance and sophistication through a user-friendly interface (but, just in case of any confusion, Rachel has included phenomenal video tutorials on how to use the product!). While I also purchased the Hardcover Mosaic Wealth Planner, which I love, the Google Sheets version is beautifully accessible for individuals or couples who are on the go. Rachel, this is an absolute 10/10 product! I can't recommend it highly enough!! Thank you for changing people's lives.

I'm down on one knee... ready to commit to this budget for life! I purchased the original planner ~3 years ago and loved it. I eventually moved over to the spreadsheet system via Google Sheets in order to have a more automated system. Low and behold... that didn't work for me. Turns out, I am a pen and paper girl! I was using Sheets on my little tiny laptop and it was not quite as "fun" anymore. I was able to access my budgets from anywhere, which was great, but I was not as consistent with inputting the data. Small laptop = no fun. Eventually I realized I could do it on my work computer, which was a great option -- much bigger screen! Now I have a surface pro, so one day I may move to "handwritten" on my tablet. For now though... this GORGEOUS, sturdy, lovely planner will be my constant companion. Putting a ring on it!

I got the spiral bound mosaic planner last year. And it tonight me how to budget for the first time in my life. I mean….it completely changed my thoughts about spending and saving. The organization and ease of using this planner instilled a complete mindset change for me. I couldn’t wait to pre-order my planner for next year. And wow, this new planner is a step change above even what you did last year. I love that the spending tracker is incorporated into the back. The sewn binding lets the pages lay flat. And there are some new tools inside that I am stoked to get to use. I have zero negative feedback about this planner. If you’re waffling, get it, you won’t regret it.