The Money Date Coach
BOSS WOMAN BUDGETS · A GUIDED CLAUDE SESSION
The date you keep
with your money.
Every week. Twenty minutes. A dashboard that watches in between.
WEEKLY MONEY DATE YOUR DASHBOARD YOUR MONEY FILE
Money is stressful. Let’s just say that part out loud first.
You do not need another spreadsheet you open once and abandon. You need a standing date with your money, and a partner who sits down with you, asks how the week actually went, shows you where you stand, and helps you plan the next seven days before life runs ahead of you. That is a money date. And the Money Date Coach is the partner who keeps it with you, week after week.
The Coach runs your money date the way Chrissy runs hers. It opens with your dashboard, reviews the week without shame, checks the moves you set last time, and closes with a written plan and your next date already on the calendar. About 20 to 30 minutes, one question at a time, and you never answer the same question twice.
GET THE MONEY DATE COACH · $37
This is the date. Same time every week, baby girl nearby, twenty minutes. It gets easier every time you keep it.
SAID OUT LOUD, IN PUBLIC
The date is where the silence ends.
A real comment, left in public under a video about a house that stole a couple’s sleep. Money silence costs marriages. The money date is the conversation, on the calendar, before it costs everything.
Which one is awake in you?
Money experts tend to sort us into four types. Every one of them needs the same thing in the end: a rhythm she can actually keep.
The Planner
You love a plan, and you have run the scenarios, all of them. The trouble is the plan lives in your head, and your head never closes. The Coach gives the plan a standing appointment. Same day, same dashboard, same three moves. Your planning finally has somewhere to land, every single week.
The Worrier
You are always waiting for the other shoe to drop. You check the account like checking will protect it. Here is what nobody tells a Worrier: worry feels like being good with money, but worry without numbers is just fear on repeat. The Coach trades the checking for a dashboard. Safe to Spend, bills coming, flags that need your eyes, and nothing else. You stop checking because something is already watching.
The Avoider
You do not open the app. The mail stacks up unopened because looking feels worse than not looking. Love, the Coach was built gentle on purpose. One question at a time. Twenty minutes, then you are done. And between dates, the dashboard does the looking for you, so avoiding never means being blindsided.
The Dreamer
You can see the life you want so clearly it feels close. It is close. It just needs tending, week by week, or the dream stays a picture. The Coach keeps the dream on the calendar. Every date names what you want more of, protects it on purpose, and moves one small step toward it. Dreams kept weekly stop being fragile. They become steady.
Show my dashboard.
Say those three words and your money date opens with your dashboard, your home base between dates.
Your dashboard, built from your Money File. On surfaces that support visual pages, your Coach styles it like this; in plain conversation it arrives as these same panels, numbers, and dates. Sample numbers from a sample Money File.
What your dashboard shows, in order
- Safe to Spend. The headline number, with the math shown. Your checking balance as of its date, minus every bill due before your next payday. What is left is what you can honestly spend. A raw balance never headlines, because a raw balance is the most dangerous number in a budget.
- Money on Hand. Each account you have reported, its balance, and the date you gave it.
- Bills Due in the Next 14 Days. In date order, with your next payday marked, so you can see what lands before it and what lands after. This panel needs no feeding at all. It runs off your Money File.
- Buckets This Month. What you have spent in Obligations, Lifestyle, and Future against your plan, in pace language, not judgment.
- Flags. Three maximum, only what needs your eyes. A bill squeeze before payday, a category running hot, a subscription renewing soon, a cushion milestone within one payday. If there is nothing to flag, it says all clear and names one win instead.
- Next Money Date. The date, and a one-line agenda.
The honest line, every time: “This is your last update, not your bank. Your bank is the source of truth.” Your dashboard is built from your Money File and your last update. It is never live, and it never pretends to be. Every figure carries its as-of date, and if your balance is more than 14 days old, the dashboard says so plainly and invites a refresh before you treat Safe to Spend as firm.
Keeping it fresh is easy, three ways. Screenshot your banking app and drop it in, and the Coach reads the transactions off the picture and confirms what it found. Type one line, like “Checking is 812, spent 40 cash on groceries,” and the Coach updates the dashboard and confirms what changed. Or drop a new statement at your money date for the deep refresh. No bank logins, no account numbers, no passwords, ever.
Plan it on the date. Stuff it for the week.
What happens on your money date
Your Coach has six session modes, and you pick the one the week needs. Every session ends the same way: a written plan, your Money File updated, and your next money date scheduled.
First Money Date
“Start my money date.” Your story, your statements read back in dollars and percents, the mirror moment, your two dials, your accountability style, and one budget type recommended for you.
Weekly Money Date
Your standing check-in. It opens with your dashboard, checks last week’s moves in the style you chose, names one win, and sets three moves for next week, no more.
Bill Review
Every recurring bill, amount, due date, autopay status. Flags due dates bunched against payday, subscriptions you no longer use, and bills worth one phone call, with a simple script for the call.
Cushion Check
One month of house bills, what is saved, months covered, the per payday amount to the next whole month, and the date you reach it at your current pace.
Update My Numbers
Drop a new statement or export and hear only what changed. Bucket totals, percents that moved, new or vanished charges. Five questions maximum.
Quick Check
The everyday one. “Can I say yes to this?” Answered from your real numbers in two or three sentences, with a clear yes, not yet, or here is the version that fits.
What you leave every date with
- Your three buckets, in amounts and percents
- Your dials: Spend More On, guilt-free and never a cut target, and Protect, guardrailed with cash first
- This week’s moves, three maximum
- Your cushion, in months covered and your next milestone
- Your next money date, day and time, already scheduled
Your numbers get a home: the Money File
Every session creates or updates your Money File: your income and payday cadence, three bucket totals, every bill with its due date, account balances with their as-of dates, cushion saved and target, your two dials, your accountability choice, your budget type, and your next money date, on one page. Save it in your Claude project and every Boss Woman Budgets session from then on opens with your numbers already on the table. No starting over. No answering the same questions twice. That is how three separate sessions become one connected system, built around your actual life.
A sample Money File. Every session opens with yours already on the table.
Start with a date. Stay for the daylight.
The Money Date Coach is the third of three sessions, and they were built to walk together:
The 2 AM Audit
finds where the money goes.
The Cushion Session
turns what-if into a number, with a payday plan and an if-something-happens page.
The Money Date Coach
keeps your dashboard: safe to spend, bills coming, and the flags that need your eyes, every week after.
The Money Date Coach
$37
The ongoing partner: your dashboard, six session modes, your written plan, and your Money File, updated every date.
The Daylight Suite
$79 $111
All three sessions: the Audit, the Cushion Session, and the Money Date Coach. For the woman who knows one night of clarity is not the finish line.
One system, three sessions. The Audit finds it, the Cushion Session funds it, the Coach watches it.
How it works
1 · Check out here, and your files arrive by email: the Money Date Coach skill and a start-here guide.
2 · Two-minute setup. You need a free Claude account. The guide walks you through pasting the skill in, step by step.
3 · Say “Show my dashboard” or “Start my money date.” One question at a time from there. Bring a bank statement, totals, or your best estimates. All of it works, and the session never asks for bank logins, account numbers, or passwords.
$30,000 saved in our first year · $80,000 of debt paid off over 3 years
9 months of house bills covered · 15% of our income invested for us and our kids
CLARITY AND PEACE, NOT PROMISES.
Boss Woman Budgets was started because these are all the tools I used to help myself, and now I use them to help other women build a first budget, an emergency fund, and a life of balance.
Honest questions
Do I have to pay for Claude?
No. The free Claude account runs the Money Date Coach. The setup guide covers both the free and paid layouts.
Is this financial advice?
No. It is education and organization, in my method, at your pace. Your numbers, your decisions.
Is the dashboard connected to my bank?
No, and that is on purpose. There is no live bank connection in a skill file. Your dashboard is built from your Money File and your last update, every figure stamped with its as-of date, and your bank is always the source of truth. A live, connected version would be a hosted app, not a $37 file, and it is not what this is.
What do I need to bring?
Your numbers in any form you have them. A bank statement is fastest, because the Coach pulls your income, bills, and spending straight from it. A screenshot of your banking app works too. Totals are enough. Rounding is allowed. Guessing honestly is allowed.
Will it remember me next time?
Yes, by design. Every session creates or updates your Money File, one page with your numbers, your bills, your cushion, and your plan. Save it in your Claude project, and every money date after that opens already knowing your picture, and ends by updating the file.
What if I am already behind on bills?
Then we slow down first. The Coach orders your next seven days before it plans anything else, and points you to 211 in the US for help right now. No plan is worth skipping a bill to build.
What if it does not help me?
Email info@bosswomanbudgets.com and talk to a human. We would rather make it right than keep a sale that did not serve you.
GET THE MONEY DATE COACH · $37
After each money date, you schedule the next one.
xo, Chrissy