With the right budget, financial planning becomes less stress and more strategy. In this episode, CEO Danielle Hayden shares four essential budget types — one for each Money Mindset Personality Type: free spender, keeper, perfectionist, and balance seeker. Danielle explains how each type can help you allocate funds wisely, boost profitability, and stay committed to a plan that aligns with your business needs and spending habits. Different people need different budgets, so let’s figure out what works best for your business. Tune in now!

Don’t know your Money Mindset Type? Click here to take the quiz!

 

Topics Discussed:

Money Personality Type Quiz (2:22)

What exactly is a budget? (2:53)

Style #1 – Budgeting for Free-Spenders: The Allocation Method  (4:43)

Money Mindset Mastery Framework (12:41)

Style #2 – Budgeting for Perfectionists: Expense Grading Worksheet (13:52)

Style #3 – Budgeting for Keepers: The Back-In Method  (17:55)

Style #4 – Budgeting for Balance Seekers: The Traditional Approach (23:16)

Understanding which budget style suits you (29:33)

Book your budget session with our team (29:55)

 

Resources:

Listen to episode 84: The 3 Numbers Every Business Owner Needs to Know – 

https://kickstartaccountinginc.com/ep-84-the-3-numbers-every-business-owner-needs-to-know/

Listen to episode 75: Finding Profitability in your Business – 

https://kickstartaccountinginc.com/ep-75-finding-profitability-in-your-business/

 

Book a Call with Kickstart Accounting, Inc.:

www.kickstartaccountinginc.com/book

 

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