Values First Money Habits | Free Live Workshop
Free Live Workshop · Tuesday, November 10, 2026
Values First Money Habits

The Anti-Budget Approach That Finally Makes Your Money Plan Stick

A simple system for your personal finances, without tracking every expense, building another spreadsheet, or feeling guilty about spending.

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Tuesday, November 10 at 2 p.m. Eastern
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Live on Zoom, replay sent to all registrants
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Free to attend
Save My Free Seat →
Hosted by Shannon Simmons
Founder, Fit for Profit

You’re making good money, so why does it keep disappearing by the end of the month? In this free one-hour workshop, you’ll learn a simple, repeatable way to manage your personal and household money, built around your real life and what matters most to you.


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Stop deciding in the moment
When every dollar already has a home, you don’t need more willpower. The system makes the right decision obvious.
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Give every dollar a job
Five buckets, funded in order every time money comes in, built around what actually matters to you.
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Get your household on the same page
The hard part isn’t structure. It’s getting everyone in your home pointed the same direction. We’ll talk about how.

Three shifts that make money feel calm

Money that “disappears” isn’t a discipline problem. It’s a systems problem. Here’s what we’ll walk through together on November 10.

Shift 1 · Mindset

Separate accounts, not more willpower

Old beliefIf I just had more willpower, I could track my spending in one place and stick to a budget.

New beliefSeparate, clearly labeled accounts mean you never have to decide in the moment, because the system already decided for you.

Shift 2 · Strategy

The five-bucket system

Old approachOne account, a spreadsheet, and hoping there’s enough left at the end of the month.

New approachFive buckets, each with its own job, funded in the same order every time money comes in. We’ll walk through each one live, with real examples.

Shift 3 · Execution

Alignment is the real work

Old beliefIf I just had the right structure, the system would run itself.

New beliefStructure isn’t the hard part. Accountability, and getting everyone in your household aligned on what matters, is.

Five buckets. Each with a job.

Funded in this order, every time money comes in, so you always know where the next dollar goes.

1
Essentials
Housing, groceries, utilities
2
Foundation
Debt payoff, contingency fund, retirement
3
Impact
Charity, family support
4
Dreams
The trip of a lifetime, freedom, a future house or car
5
Lifestyle
Eating out, hobbies, pets, kids’ activities
Save My Free Seat →

Free · Tuesday, November 10 · 2 p.m. Eastern · Replay sent to all registrants


Built for values-driven people who
are tired of wondering where it went

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    You’re making good money, but you still wonder where it all went at the end of the month
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    You’ve tried budgeting apps or courses before, and they just didn’t stick
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    You want you and the other adults in your house to actually be on the same page about money
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    You run a wellness or service-based business and want your personal money to feel as intentional as your work
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    You want saving and spending to feel calm and aligned with your values, not rigid or guilt-driven
This is not for you if…
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    You’re looking for a get-rich-quick trick
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    You’re not willing to spend ten to twenty minutes a week putting a simple system into practice

Meet Shannon Simmons

Shannon Simmons

Shannon Simmons

Founder, Fit for Profit · Fractional CFO & Profit First Implementer

Back in 2017, Shannon and her husband paid off more than $50,000 in debt. They didn’t get better at tracking every dollar. They built a system that made the right decision obvious every time.

Since then, Shannon has taught that same system to her own team’s coaches and their households before ever sharing it publicly. As the fractional CFO behind Fit for Profit, she works with wellness professionals and service-based business owners every day, and she keeps seeing the same thing: smart, caring people who can’t get money to feel stable. It isn’t a math problem. It’s a systems problem, and it’s fixable.

You don’t need more willpower.
You need a system.

One hour. Three shifts. Five buckets. A way to use your money that finally sticks.

Save My Free Seat for November 10Save My Free Seat →