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Kelli’s been a full-time elementary school teacher for over 22 years – while also working part-time at the YMCA and being a mom to two busy teenagers, Shaela and Hayden. Since her divorce 10 years ago, Kelli has been working hard to provide for herself and her kids. With Project Money, she’s ready to stop stressing and start living.
Kelli came into Project Money with a clear objective: Make changes now that lead her and her kids to a bright future. Her goal-focused mindset helped her save for her daughter’s college tuition, better prepare for retirement and become debt free! No more playing catchup at the end of the month for Kelli – she prioritizes her spending and knows exactly where her money is going.
  • What was a key factor in Kelli’s success?
“Taking time to learn! I constantly listened to podcasts, read books and asked questions. I will continue to learn and grow so I can do more without relying on debt.”
  • How has this experience impacted her family?
“My kids have watched me throughout this experience – listening to me talk about budgeting and save for what is important. My hope is that they will both learn from me and save more intentionally.”
  • Advice she’d give to a new Project Money team:
“Rather than look at your bank accounts at the end of the month and hope you have money left over, make a plan for your money. Know how much comes in and how much your bills add up to.”
  • Her “aha” moment:
“When I first decided I wanted to contribute towards my daughter’s tuition, my financial coach Jenny had me put that amount in the budget right away. It helped me to see that it was possible to reach the goal if I made it a priority.”