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How to Have a Successful Money Date

According to a survey by NerdWallet, only 1 in 10 Americans (10.5%) check all the right boxes for financial health.*

I believe this is due to not taking enough time to review your financial life and learning key ways to maximize your results

I have an easy solution.

It's what I like to call a Money Date.

With any relationship, a connection needs to be nurtured, loved, accepted, and given attention.

In this video, I break down how to do a money date, making your relationship with your money strong and healthy.

Watch the video below to learn how to have a great money date.

To have a great money date, you need to follow four simple steps.

Step 1

  • To start, look at your calendar and decide which day and time of the week you can dedicate one hour to your money date.

  • Make your money date consistent and recurring so that you can build a new habit.

  • What day and time are you going to do your money date? Decide now and put it in your calendar on repeat!

Step 2

  • Know that life happens and you are always going to be “busy”. However, you need to decide right now that no matter what you will commit to doing your money dates. This requires you to care enough about yourself to stay committed. This may be tough to hear. When you don’t take care of your finances on a regular basis, it comes from a lack of caring for YOURSELF. YOU have the power to change this right now by committing to your weekly money dates. All you need to do is to stick to your money date no matter what. Do it even if you feel tired or restricted. This will change your energy around money and help you build a strong financial muscle for yourself.

Step 3

  • The third thing you want to do is have your list of activities that you go through on your money date. Here are my favorites but feel free to add your own...

  • Money Mindset. For 5 minutes, I read inspiring material around money or I repeat money affirmations. This puts me in an open, abundant, and receptive state. We have some GREAT affirmation slides in our Monthly Wealth Mastery Membership.

  • Review Budget. I will review my budget and spending from the previous week. I compare how much I spent versus what I had budgeted in particular areas. I also look ahead. Are there birthdays coming up or travel plans that I need to put money towards? If yes, I see what I can do this week to lower my spending so that I will have more money next week.

  • Pay Bills. Pretty self explanatory, but this is when I make sure I am current on all accounts and take care of any open invoices.

  • Review debts or investments. I make sure everything is on track with my goals and there are no inconsistencies that I can take care of.

  • Reach Out To People. I may need to call my CPA, vendors, insurance policy holder, etc. to ask a question or gain clarity.

  • Celebrate! This part is key. I celebrate all my wins every money date. Even sitting down to do the money date is a BIG WIN. This helps keep the momentum going.

Step 4

  • You also want to make sure that you bring good energy to your money date. Money can often stir up stress, worry, and anxiety. Notice these emotions WITHOUT judgement and feel what needs to be felt but don’t get stuck there, let it move.

  • When you have your money dates create a fun, positive, and loving energy. You can play music, dance, light a candle, drink your favorite drink. Do whatever helps you create an optimistic atmosphere.

And that is how you have an GREAT money date!

I am curious to know... When are you having your next money date?



P.S. Share the money love with your friends by taking a screenshot of this blog and tagging @brittneycastro in one of your InstaStories!

P.P.S. Go to to download your FREE Money Library!


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