01
Learn the system
Self-paced courses. Monarch, step by step.
The Evolving Money Membership
Run your money with confidence.
Courses. Monthly live help. A personal audit of your setup.
- Cancel anytime
- Led by a CFP® + AFC®
- 500+ clients served
Why members join
The app already
has your numbers. This is how
you run them.
- Where it all goes
- Someone to ask
- A routine that holds
What’s inside
Three kinds of help.
02
Stay supported
Live calls. Community in between.
03
Get personal attention
Your numbers. Private video feedback.
Your first month
After you join.
Day 1See your full picture
Log in and access the community
Week 1Build a real budget
A system around what you actually value. Then your first live Q&A.
- Weeks 2–3
A private video of your setup
Your coach records a private video walking through your written questions and Monarch setup, for you to watch anytime. No waiting for a scheduled call.
Week 4+Live the system
A light monthly routine, with regular live calls whenever questions come up.
From people who did it
The system works because you’re not doing it alone.
“Taylor was professional and very knowledgeable about the product. She answered all my questions and made excellent suggestions to make my setup more efficient.”
“Super helpful with us getting started with Monarch Money as we migrated from old school paper budgets. She gave us helpful advice on our use of sinking funds and goals.”
“I had a firm grasp on our finances, but I was looking for better tracking and visibility to optimize. This program was so logical and eye-opening, and it made things easier with wider visibility.”
Honest fit check
This is for you if…
- You make good money but want a clearer plan for where it goes
- You want to learn Monarch Money properly, not fight with it
- You like having live help and accountability as questions come up
- You’re a couple, business owner, or variable earner who needs a flexible system
And probably not if…
It’s not for everyone.
- You want someone to pick investments for you — this is coaching, not advising
- You’re looking for a one-time fix instead of a system you can keep
- You’d rather figure it out completely alone
Not sure? Take the free 60-second quiz for a personalized recommendation.
The Evolving Money Membership
$49/ month
cancel anytime
cancel anytime
- Step-by-step systems on how to create a budget
- Monarch Money focused instruction for reporting and cash flow management
- Personal Monarch Money Audit with private video recorded feedback
- Weekly live Q&A calls and workshops to keep you going and stay accountable
- Community support
- Courses, tools, and checklists to help you save more and reach financial independence
- Purchase 1-1 coaching at exclusive membership rates
Everything above. One simple price.
Traditional financial planning often starts at a few hundred dollars per session. The membership gives you the full system, weekly live help, and a personal audit of your setup for $49 a month — and you can cancel whenever you’ve got what you need.
- No risk of getting stuck
- Weekly calls and community support mean your questions never pile up.
- No pressure
- Month-to-month billing. Stay because it’s working, not because you’re locked in.
- No judgment
- You will never be shamed for what you spend or handed a generic template.
Who’s behind it
Built and led by Taylor Smith, CFP® and AFC®.
Taylor has spent 7 years helping over 500 clients across 41 states build money systems that hold up in real life. Inside the membership, she’s not a talking head in a video library — she’s on the weekly calls, in the community, and personally recording your audit feedback.
- CFP®
- Certified Financial Planner™ professional
- AFC®
- Accredited Financial Counselor®
- B.S.
- Personal Financial Planning
- 500+
- Clients served across 41 states
Questions, answered
Before you join.
Can I cancel anytime?+
Yes. The membership is month-to-month with no contracts and no cancellation hoops. Stay as long as it’s helping you — most members find the routine keeps paying for itself.
Do I have to use Monarch Money?+
No, but the membership primarily focuses on Monarch Money. If you use YNAB, Quicken Simplifi, or Lunch Money, reach out and we will help you find the right path for you.
How much time does it take?+
Plan on a few focused hours in your first couple of weeks to build your system, then a light monthly routine — usually 30–60 minutes — to keep it running.
How does the 1-1 coaching work?+
Members can book 30-minute sessions for $100, with first access to open spots. For full setups or ongoing coaching, see the coaching options here ↗. Your membership already includes a personal audit of your setup and weekly live Q&A calls, which cover most day-to-day questions.
Is this financial advising?+
No. Financial coaching focuses on day-to-day cash flow, spending, debt, and practical implementation. Evolving Money does not provide investment, tax, accounting, or retirement advice.
Ready when you are
Stop wondering where the money goes. Start deciding.
Join today and you could have your full financial picture in front of you by tonight.
Cancel anytime · No contracts · No judgment