Hi again!
It’s Alexa Claire, your Mid-Year Financial Check-Up co-host and TFD’s Content & Production Manager. Now that you’ve attended the workshop, we consider you part of the TFD community, and we want to do everything we can to help you carry this momentum into the second half of the year. As July makes her debut, we realized there were a few more free resources we wanted to share with you! We hope these make it even easier to revisit your goals with confidence.
Quite a few of you were interested in learning more about Monarch and how it could support your financial goals, so we’re excited to share a replay of How to Use Monarch, another workshop I co-hosted alongside Rachel Samara, TFD’s Head of Marketing. Along with the replay, we’re also gifting you our in-house Budget Guide, designed specifically to help you get the most out of Monarch.
Having the right tools can make all the difference when it comes to understanding your financial ecosystem. Reaching your money goals—without it feeling like a punishment—often comes down to building a financial toolbox that’s actually optimized for you and the way your brain works. One of my favorite things about Monarch is how customizable it is. From creating your own spending categories to tailoring your budget around your real life, it makes the entire experience feel more intuitive and a whole lot less frustrating.
If you’ve been thinking about trying a budgeting tool, I really encourage you to give Monarch a shot using our link. I think you’ll be pleasantly surprised by just how much clarity it can bring.
Happy summer, and here’s to a financially stronger second half of the year!
— Alexa Claire
For those who would like access to additional resources, here you go!
We hope these free tools from our HOW TO USE MONARCH workshop help you as you continue to figure out which financial tools work best for you and your goals.
Click the button below for access to:
Ultimate Budgeting Guide
Workshop Recording
Workshop Deck
Workshop live audience chat (ft. Q&A)
Monarch was named the “best Mint replacement” by Forbes, and WSJ named it the best budgeting app. We highly recommend using Monarch to take the guesswork out of managing your money — use it to budget, set goals, and actually understand where your money’s going.
Even better: there’s no ads, no selling your financial data to third parties, and no "premium only" upsells — just a clean, secure app that makes managing money feel way less overwhelming.
Join over 1M other Monarch users — Click here to get 50% off your annual plan with code TFD50.


