This workbook takes you through ten short steps across two layers. You leave with your money root cause named, one limiting belief rewired, and your Money Intention set in writing.
Everything you type stays in your browser on this device. Nothing is sent anywhere, there are no forms, and nothing is captured or saved to any server.
This page is the workbook, and you fill it in right here. The AI Money Coach is a separate file that you download and upload into your own AI, and it guides you through the same work.
Money is just a transfer of energy, not good, not evil, just exchange. Money does not change you, it only amplifies who you truly are. In this first layer you look at what your money mirror is showing you, clear what is stuck, and point the flow somewhere on purpose.
Your bank account today is a mirror. It reflects who you are: your beliefs, your intentions, your feelings, and your actions around money.
"Your income can grow only to the extent that you do."
T. Harv Eker
If your past, your parents, or the people around you programmed limiting money beliefs into you, those beliefs quietly shape your relationship with money, and you end up self-sabotaging without realising it.
This is a brain-dump exercise from the lesson, and Marc credits it to the book You Are a Badass at Making Money. Write to money as if it is a person you have a relationship with. What would you say to it? How do you feel about it? What do you think it feels about you?
You can make money in hustle energy or in flow energy. The question is which one you actually want, because the energy you feed into your strategy is 1000 times more important than the action steps.
Money flows to where intention goes. Without a clear intention, the doom loop takes over: you make good money, you spend it, you sabotage it, the number drops, you panic, you claw it back, and the loop repeats.
Marc wrote down everything he wanted in one year and achieved every single thing on the list. His old minimum standard was $500 in his personal account, and it is much higher now. His lifestyle math came to roughly $40K a month, which led him to set a $50K monthly revenue target.
This is your floor, the number your account does not drop below. Without a floor, the ups and downs never end.
A best guess is fine. Think about what the life you actually want costs per month.
Fill in your lifestyle cost above and it will appear here next to your target, for context.
Your intention needs a simple structure to land in. Marc runs a simplified version of T. Harv Eker's six jars, four accounts instead of six, and allocates a percentage into each one every month.
The guilt-free account that runs your daily life.
For rainy days and big purchases like a house, a car, or a renovation.
The account that compounds your wealth over time.
These are absorbed naturally within the system rather than given a separate jar.
Marc looks at his bank account almost every day, not from anxiety, but from intentional awareness.
Gratitude is one of the best meditations of all time. You want to create from wholeness, not from lack, and this small practice moves you there.
You do not grow by thinking about more money. You grow by becoming the version of you who can handle it. Whatever you are making right now is what the current version of you can handle, so this layer works on the version of you.
What you're not changing, you are choosing.
Your patterns are the things you think and do every single day, sometimes without noticing, and they set your financial destiny. These three questions surface the pattern underneath your money results.
Marc's recurring excuse was "I'd rather reinvest in delivery than sales and marketing." When he traced it, the excuse came from a deeper belief: "If I focus on sales and marketing, I'm not being authentic."
Most unconscious money struggles start with beliefs, not behavior. Beliefs drive behavior, behavior drives outcomes, and every outcome loops back to make the belief feel more true. You break the loop at the belief.
Every outcome loops back and reinforces the belief, until you rewire the belief itself.
A strong belief is one or two clear sentences. Do not over-elaborate, or it gets messy.
Act as if, even before the new belief feels one hundred percent true.
You can only hold the level of wealth that feels safe to your nervous system. Your nervous system is your survival brain, primed to help you survive rather than thrive, so when more money feels unsafe, it quietly keeps you small.
"I was afraid that if I made multiple seven figures, my client success would be bad." That was Marc's own nervous-system block, and becoming aware of it was the first step.
You do not need everything figured out to move forward. One line from the lesson that helps: I trust myself to figure it out.
In the lesson this can be as simple as an onboarding form, a 1 on 1 call, or an emergency call protocol.
This test comes straight from the lesson, and it ties back to your Money Intention: be clear about what you would do when the money is actually there. Write down exactly how you would allocate one million dollars if it landed in your account today.
This pulls everything you worked out above into one page you can print and keep where you can see it.
The AI Money Coach works with ChatGPT, Claude, or any AI you use. It finds your money root cause first, then coaches you through the rewire, one question at a time. Whatever you filled in on this page is already inside the file when you download it.
To be clear, this page is the workbook that you fill in right here. The AI Money Coach is a separate file that you download and bring into your own AI tool to be coached through the same inner work.