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!
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)
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!
Listen to episode 75: Finding Profitability in your Business!
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