What Is a Money Date? Why It’s The Key To Financial Freedom
Leaving the security of a 9-5 job to become your own boss means taking full control of your finances. But let’s be real, money stress can creep in as soon as you give your notice or even when sales are flowing in. That’s where money dates come in!
A money date is a dedicated time to check in with your finances and money mindset, and stay on track toward your financial goals. Whether you’re still in corporate planning your exit or you’re already running your own business, this habit is non-negotiable if you want to be at peace with your finances.
What Is a Money Date?
A money date is a weekly or monthly ritual where you sit down, review your finances, your money mindset, and your goals. Think of it as self-care for your money.
It’s not just about budgeting, it’s about financial empowerment. It’s about making sure every dollar is working for you, whether that’s funding your business, saving for a cushion, or investing in your future.
And to make my money dates even more meaningful - I’ve included money mindset check-ins and progress visualizations to transform my money beliefs. Get my Money Date Toolkit here.
Why Corporate Escapees Need a Money Date
If you’re transitioning from a steady paycheck to entrepreneurship, your finances look different now. You no longer have an employer automatically handling your taxes, retirement, or steady direct deposits. Here’s why money dates are crucial for corporate escapees:
1. Stay in Control of Your Income
In your 9-5, money was predictable. As an entrepreneur, your income may fluctuate—but that doesn’t mean you have to feel financially unstable. A money date helps you track income trends, be realistic about available funds, and plan accordingly.
2. Build a Financial Safety Net
Before leaving corporate, you need a financial runway, a cushion of savings that lets you confidently make the leap. Money dates help you monitor your savings progress and ensure you’re prepared for the transition.
3. Pay Yourself First
One of the biggest shifts from employee to CEO is learning to pay yourself first. Instead of relying on a paycheck, you have to actively manage your earnings. A money date ensures that you’re setting aside enough for personal expenses, taxes, and investments.
4. Reduce Financial Anxiety
Let’s be honest, money stress is one of the biggest reasons people stay stuck in jobs they hate. But when you have a clear plan and regular check-ins, you feel more in control. A money date takes the guesswork out of your finances. My Money Date Toolkit includes reflection prompts to ensure you’re working towards a wealthy money mindset. Check it out here.
5. Align Your Finances with Your Freedom Goals
Want to quit your job in 6 months? Want to take Fridays off? Travel while running your business? Your money should match your goals. Money dates ensure that you’re making the right financial decisions to support your freedom lifestyle.
How to Have a Money Date
Ready to start? Here’s a simple money date routine you can do every week or month:
💰 Set the vibe – Grab a coffee or glass of wine, light a candle, and make this feel good
📊 Review your income – How much did you make this week/month?
💸 Check your expenses – Where is your money going?
📅 Plan ahead – Do you need to save more? Adjust your pricing? Cut unnecessary costs?
🚀 Set a money goal – Example: “Save $5,000 before quitting my 9-5”
🧠 Money mindset check-in – “I'm most grateful I had money to spend on...”
The key is consistency! Put your money date on your calendar and make it non-negotiable.
Ready to Get Rich Beyond Corporate?
If you’re serious about leaving corporate life behind, then you need to start a money date habit now. The Rich Beyond Corporate Toolkit gives you everything you need to track your income, expenses, and money mindset, so you can confidently step into your CEO era.
