Katie 3

How to go from stressed and overwhelmed to
confident and fearless with your finances. 
(Without giving up the things you love!) 

If managing money were ONLY about basic math, we'd all be financial geniuses. But the truth is, money is WAY more than 1,2,3’s. No matter your income level, passions, career, background, favorite color -- we ALL have a money story that makes our finances way too complicated for a simple calculator.  (Myself included, and I've been a CPA for 15+ years!)

You know, stories like...

  • “My parents always complained about money. They taught me money was HARD to earn and keep.”
  • “Even though I have a great income, buying things gives me anxiety. I live in fear of losing what I’ve earned!”
  • “I feel like I haven't succeeded in life because I don’t own a house or have a 401k.”
  • “I’m just not good with money.”

Whatever the story, I guarantee it stopped serving you YEARS ago.

And now maybe you’re left feeling...

  • Stressed, overwhelmed, and stuck! - Even though you make a good income, you FREEZE every time you think about budgeting or planning.
  • Anger towards the mailman - Every envelope might be another bill, and you'd rather just sweep them under the rug than deal. They'll disappear eventually, right?
  • Totally out of control. - You have no idea where your money is, how it works, where it’s spent, or how much you have to spend each month. Your budget plan = anarchy!
  • Cheap - You know you need to be financially responsible so instead of learning how your money works you don't spend anything!  Ketchup packet soup anyone?
  • Like NOTHING WORKS! - You've tried budgets and maybe even visited a financial planner but you fall back to your old habits and can't seem to stick to a plan. (This leads to the dreaded shame spiral!)
  • And the worst feel hopeless. Maybe those big dreams of owning a home, quitting your job, starting a business, recovering from a divorce, or retiring...ever, are NOT for you. It's beginning to feel like you're JUST NOT GOOD WITH MONEY. (NOT TRUE!)

TRUTH: Money does NOT need to be scary. It can be freeing!
And YOU (yes YOU) can gain financial freedom and fearlessness!

Take a second and imagine a world where...

  • Spending money is a cinch! - You no longer stress out at the cash register or when opening bills. You know where your money is, how it’s spent, and when the unexpected happens, you’re prepared!
  • Savings come naturally - Instead of feeling restricted by a budget you feel in control AND actually freer! You have money for the stuff you love the most and are making significant strides on your financial goals!
  • Making big financial decisions is simple. - Because you have such a clear view of your finances and a strong sense of your economic values it's easy to see what fits in the plan and what's gotta go!
  • You can afford that house/vacation/business/retirement you’ve always wanted. It feels easy to live the life of your dreams because your finances are set up to serve YOU! (And not some financial planner’s view of your future). 
  • You feel FREE! -- Free from old money stories and societal pressures to spend and save a certain way. It’s so easy to stick to a budget because it’s aligned with your vision for your future and you have plenty of funds for all that brings you joy and peace!

And the best part?

This level of freedom is 100% possible for YOU! (It’s true!)

How do I know? Because, my friend, I’ve been there.

Hi, I’m Katie Mongelli, and even though I've been a CPA for 15+ years and ran my own firm -- I have my own money story. And trust me, it's a doozy!

In my 20s I read all the financial experts -- Suze Orman, Dave Ramsey and George Samuel Clason. Basically, if you can name a personal finance book,  I’ve probably read it.  I 100% trusted the ‘wisdom’ in these books and made sure I was super responsible with my finances. I saved, I invested, I had an emergency fund, and I avoided debt like a plague!

But what I didn’t realize was how quickly all this advice fell apart when ‘LIFE HAPPENS.’

Instead, there was this unspoken message that if “life happens” you failed to plan or prepare, and YOU were irresponsible. Well, boy did LIFE HAPPEN.

To make a long story short, after 10 years of marriage I filed for divorce. It was an expensive, emotionally traumatic, drawn-out process and in the end, I basically left town with my daughter and the clothes on my back. Now, I don’t regret this decision because I got my freedom and it was the best choice for my family at the time, but because of these financial struggles, my daughter and I ended up in a desperate financial situation.

Before this experience, I had judged people with financial issues as lazy or irresponsible or both. But I soon learned how one could end up in debt even when just paying for necessities, not luxuries. I remember having to choose between buying food or putting gas in my car to get to work. I chose gas and then had to call a food bank to get food for my daughter.

This "failure" led me to experience financial shame and judgment towards myself. It also led me to rethink everything I knew and believed about finances as I rebuilt my life.

Within a year I was back on my feet and managing my debt.

Now, I run two, high six-figure businesses, and I'm 100% debt free! I live a life with total financial freedom. And not just because I make a high income, but because I FREED myself from the endless list of rules and restrictions that stressed me out and in no way served my financial health.

Now, I want to share this freedom with you! There's absolutely NO reason to live in restriction or fear.  Money CAN be the fuel to create your dream life; you just need a little push and guidance from an expert who's BEEN THERE. 




The Monarch Method™ is a 7-week group program where we will heal your money story, identify your financial values, and create a plan that’s in alignment with your dream life. (A plan that will STICK!)

And no, this program isn't about tightening your budget leash or sticking you on a ‘money diet' -- it's about fusing your goals, values, and passions WITH the hard numbers, so financial decisions and habits come easy and naturally.

Let’s set you financially FREE!

I see so many women make financial decisions based on someone else's view of their future. (Guilty as charged!)  But that's like having someone order for you at a restaurant. And you're gonna be left craving something more.

  • If you love traveling the world, then home ownership might not be a good investment in your happiness.
  • If quitting your job or starting a business is the goal then that luxury cruise might have to wait.
  • If going to happy hour brings you joy then great, but you might not pay down your debt quite as quickly.

The Monarch Method™ is all about finding balance and space in your budget to pursue your goals while still feeling like you can LIVE YOUR DAMN LIFE! 

Why ‘MONARCH’? This course is all about TRANSFORMATION and FREEDOM when it comes to your finances. And this journey is much like going through the 3 life stages of a butterfly! Let me break it down!


In this stage, the caterpillar focuses on feeding itself to fuel its future transformation. It also sheds its skin multiple times as it grows! We’ll do the same! (Kinda.)

  • Module 1 - What's your money story? - We’ll dig deep to uncover the money story that’s been directing all your financial choices and discover what parts are serving you and what parts might need to be shed. 
  • Module 2 - Your values and vision - If a budget restricts what you love most on a day to day basis it’s not going to stick.  That’s why we'll start by clarifying YOUR financial values; then we'll look at your spending and see where it's fueling and where it might be holding you back.  This is the foundation of your financial freedom!
  • Module 3 - Defining financial success on YOUR terms -  Cookie-cutter financial planning flat doesn't work. That's because it doesn't come from YOUR vision and values.  The classic  2.5 kids, dog, and white picket fence dream might work for some people but not if you value traveling the world or moving every few years. We'll get to the heart of your long-term goals!


The caterpillar creates a cocoon to protect itself as it transforms and prepares to emerge as a beautiful butterfly.  We don't need an actual cocoon, but we do need a safe space and loads of support to do the WORK. 
  • Module 4 - Breaking down financial goals - We’ll make sure the goals you created in the caterpillar stage are in line with your actual numbers.  We'll dive deep into how your goals and values are lining up so you can make the changes needed to get on track and live the life you want.
  • Module 5 - A NEW way to budget - Ah the ‘B- word.' Don't worry; this is a totally different way to look at budgeting.  It won't feel like restriction because you'll be working towards goals and prioritizing the things you love first!  This is the kind of budget that works because it's easy to be consistent.
  • Module 6 - Financial organization and automation - Making your finances as simple, clear, and automated as possible is KEY to success. You don’t have time to spend hours a week digging through the numbers. My process will make it possible to only spend 2 hours per MONTH on your finances and still stay on track!


Finally, it’s time for the beautiful and graceful butterfly to emerge and take flight! Weeee! 
  • Module 7 - Stay on Track - We'll revisit your vision and goals to make sure they are serving your grander dreams. We will also set you up for long-term success by creating a weekly, monthly and annual financial routine. (Remember this will take only 2 hours per month!)  And we'll go through a financial judgment detox for any lingering shame.

Alright, that's what we're gonna do, now this is how we're gonna do it! 


I developed these modules based on the most effective elements of my work with 1:1 clients. I've organized the content most systematically and efficiently possible to make it easy to DIY your financial health. And don't worry, these aren't all stuffy and boring, I LOVE talking about money, so I try to keep things fun and enjoyable!  ($3,500 VALUE)


This isn't the kind of class where you can sit in the back and nap. Nope, you'll be able to apply what you learn in these modules directly to your finances right away!  This homework should only take you a few hours a week and will be relatively painless. (No Algebra flashbacks!) ($3,500 VALUE)


In a safe, confidential space, you'll be free to directly ask me any question about the modules or your personal finances. Plus, since this is a group setting, you'll receive the benefit of learning from your classmates' questions as well! ($900 VALUE)


In between our weekly live meetings, feel free to email me any questions about your weekly modules and homework. ($900 VALUE)


Did you think that was all? Hell no!


If you pay in full by May 15th, you'll receive a FREE 1:1 Financial Success Call with me! On this call, we'll break down your finances and set you up for success in this program. Receive direct feedback and insight on your money story and financial health!  ($750 VALUE)


Discover the intrinsic link between gratitude and money. Learn how to use daily gratitude practices to skyrocket your wealth and income with ease. I give this guide to all my 1:1 clients, and it's truly life changing! ($97 VALUE)


It's been proven by numerous scientific studies that a strategic, consistent morning routine is the key to success. The same goes for your money! Setting clear intentions and goals for the day will have a massive impact on your bottom line!  ($97 VALUE)


Like diets, budgets only work if you’re consistent. And while the way I teach budgeting sticks, it also needs occasional maintenance. This checklist will help you check in with your finances and make sure everything stays on track.  ($97 VALUE)


Perhaps you’ve tried creating a vision board for your career but have you tried making one specifically for your financial goals? This is fun and effective way to clarify your vision and help guide your financial decisions! This guide will take you step-by-step on how to get the most out of the exercise!  ($297 VALUE)


Emergency costs happen, there’s NO way to avoid them. However, this guide will help you create a plan to minimize the damage and stay calm and peaceful throughout the process!  ($297 VALUE)

Now, just in case you’re not a huge fan of math, I crunched the numbers for ya. Total value of this course + bonuses = $10,435. 

Your investment ... only $497 total with the ONE TIME PAYMENT OPTION



only $598 total if paid in 3 installments.


Are you ready to heal your relationship with money and create real financial freedom?

(That’s why you’re here, right?!) 


A little love from MONARCH METHOD™ alumni!             

-- The Monarch Method™ has freed up so much of my mental energy! It is SUCH A RELIEF knowing that I have an effective system in place so I don't have to think about what is going on with money all the time. With a foundation in place, I can now consider how to increase my income and advance my goals instead of feeling overwhelmed about managing my spending all the time.

-- Growing up, the constant refrain when I wanted something was, “It’s not in the budget.” I resisted setting up a budget because I didn’t want to micromanage my money or live under the rule of something I thought was going to feel like my childhood all over again. When Katie explained to me how The Monarch Method™ was different from other budgeting systems out there and would free up MORE money to spend on things I wanted (guilt-free!) each month, I had to give it a try! I’m so glad I did because I finally have the sense of freedom I always wanted without having to micromanage anything.

-- What sold me on The Monarch Method™ was its simplicity. No stacks of envelopes, no need to go to the bank for cash, no micromanaging every dollar spent in a spreadsheet. Plus, the way Katie taught me to manage my budget didn’t leave me feeling deprived and wanting to go on a spending binge while I work to pay off my debt. I could not be happier with my new financial plan! The Monarch Method™ rocks!

-- As a freelancer, my income is completely unstable from one month to the next. None of the budgeting systems I tried in the past took into account the fact that I don’t have a regular salary so they always left me feeling like I was failing. I love Katie’s Monarch Method™ because it finally showed me how to succeed at budgeting, even through the feast and famine that comes with freelancing. 

Here’s how it works:

  1. Select a Payment Option and submit your payment via secure link.
  2. You will be emailed a link to your Member Welcome Page, where you’ll receive lots of snazzy info on the course.
  3. You will receive details for the Kick off Call.
  4. You do the work and make your money sing!


If after 2-weeks of The Monarch Method™ you realize it's not your jam, no worries. Send me 2-weeks of completed workbooks and worksheets, and I'll refund every last penny, no questions asked! (You'll need to have attended the Q&A sessions!)

 Now, this program might not be for you if:

  • You want someone to do all the work for you. While I’ll be there to hold your hand, this is a DIY course. I make it a simple and fun as possible but you gotta do the work! {Click here if you'd prefer to work with me 1:1!}
  • You aren't willing to shift your mindset. This course has a huge money mindset component, and you will be asked to dive deep into your past and explore what motivates you. This course requires introspection and an open mind!
  • You don’t want to participate. This is a GROUP course, and it's important for members to attend the Q&A sessions to not only get the most out of the program but support your classmates! We have to work together to create financial bliss!
  • You need to file for bankruptcy, are being sued by the IRS, or other significant financial, legal issues. While I’m a CPA, I’m not YOUR CPA or legal advisor. If you fall into this category, feel free to contact me, and I'll direct you to additional resources.

I Have A’s for Your Q’s

Is there a minimum or maximum income level for this course?

No, everyone's financial landscape is different. The goal of the course is to take what you have and find a way to use it ways that are meaningful or bring you joy or create a life of meaning.  This course is not about learning how to make more money or live on a shoestring budget.

What if I’m in major debt?

If you are struggling to meet your debt payment minimums you will need to make some difficult decisions about your debt that this program does not address. However, if you are paying down your debt but looking to accelerate your success while getting back on track then this program will help you take control!

Do I need to show up live during the course?

The course is designed to be completed in 7-weeks, but you will have lifetime access to all the materials. If you can't make the live call, a replay will be provided, BUT I highly encourage participation. This will be a small group, and I'll notice that you're not there or not raising your hand and playing along!

What if I get off track and can't complete the course in 7-weeks?

Life happens. I get it. I would never want you to miss out just because you fell behind. On our live calls, I can help give you advice on how to catch up, BUT you are free to move at your own pace. You might not receive the full benefit of our time together!

Financial freedom is just a click away!






More love stories!

-- I always thought Financial Success meant having a big house, a fancy car, and a fat 401k. Those things are nice, but what I realized by going through the steps of The Monarch Method™ is having a big house and a fancy car don’t matter all that much to me. I did not realize how much I was judging myself for not having those things until I discovered I didn’t want them and it suddenly felt like a HUGE weight had been lifted off my shoulders. My income has not changed, but now I’m budgeting my money according to what I want out of life and I already feel financially successful!

-- I can’t tell you how many budgeting methods I have tried in the past...possibly dozens. I always started out with good intentions but I quickly lost momentum when it felt like keeping track of my spending was taking up too much of my time or I wasn’t succeeding at staying within my budget because an unexpected expense popped up that I really should have anticipated. Katie’s Monarch Method™ was kind of my last hope for feeling like it was possible for me to get a handle on my budget and it did not disappoint! Her system is so easy to use and I would recommend it to anyone who has trouble with budgeting.

-- The Monarch Method™ is so brilliant because it can be applied to other areas of life besides finances. I feel like I have grown so much as a person and have a much better understanding of who I am and what is important to me. I have never felt so clear about where I am going or what I need to do to get there!