Ready to make big money moves in the new year? Here’s exactly where you need to start!
Download Your Free Annual Money Review Workbook

Download Your Free Annual Money Review Workbook
Ready to make big money moves in the new year? Here’s exactly where you need to start!
The more you look at your money and bring attention to it, the faster things will shift. Doing your Annual Money Review is an excellent place to start. 

When was the last time you scheduled a hot date…with your money?

Just you and your finances. Candles. Rose petals. Red wine. Maybe some Marvin Gaye. (“Helps to relieve my mind, financial healing, baby, is good for me…”)

Just like you (hopefully) set aside quality time for the people you love and the causes you care about, it’s important to carve out time to focus on your money, too.

Now is the perfect time to do your Annual Money Review. 

Whether you have $1,000,000 in assets or -$23 in your checking account and overdraft fees (sis, I have been there), you need to do an Annual Review. This is an important, non-negotiable date regardless of how much you currently make. 

Not sure how to do an Annual Money Review? Never done this before?  

My team and I made a beautiful workbook for you and it’s free! 

This workbook is short, sweet, and powerful. Just 10 questions for you to answer.

Set aside an hour or two. Go through these 10 q’s and complete the checklist at the end. I promise, you will be glad that you did. 

Whether 2020 was a fabulous financial year for you, or really painful and difficult, do the Annual Money Review. Take stock of where you stand, what you want to create in 2021, and what to focus on next.


About Rachel Rodgers

Intellectual property attorney. Business coach. Woman of color. CEO of Hello Seven. 

Rodgers started her career working for state and federal judges, nonprofits, and leaders like Hillary Clinton. 

Today she’s a self-made millionaire, mother of four, and visionary featured in publications like Time, Forbes, Entrepreneur, Fast Company, and The Washington Post, and The Drew Barrymore Show.

Her forthcoming book, We Should All Be Millionaires, hits bookshelves in May 2021.

She’s the Founder of We Should All Be Millionaires: The Club: an online network for women who want to build a million dollar mindset and bank account, too. 

Her mission is to help all women (especially women of color) to earn seven figures and build wealth.

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“Money doesn’t solve every problem, but it sure does solve a lot of them! And let’s face it, changing the world is easier when you have some cash in your bank account. Once I realized this, I decided to build a million dollar business and then teach other women how to do the same.”

—Rachel Rodgers

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