Turn your financial vision into an actionable plan.
With IMARI Digital Roadmaps, your goals move from ideas to execution. We combine strategy, clarity, and simplicity into one guided path that shows exactly how to reach your next milestone, whether that is paying off debt, saving for a goal, or building long term stability. Every roadmap is personalized to your income, habits, and pace, helping you move forward with structure, confidence, and purpose.
Plan with direction. Grow with structure.
Financial wellness doesn’t happen by accident or with luck - it happens with a clear plan. The IMARI Digital Roadmaps help you track your goals and break them down into clear, realistic phases that fit your financial season. Each roadmap creates a visual and mental guide for your income, habits, and priorities, so progress finally feels doable instead of distant.
There are multiple roadmap styles to choose from - whether you prefer a self-guided workbook, a structured spreadsheet, a step-by-step ebook, or a more supported guided option. Each version offers the same clarity-driven approach, just tailored to different learning preferences.
- Multiple roadmap formats to match how you learn
- Structured guidance that breaks your goals into clear, organized phases
- Simple, practical tools that help you understand your patterns, habits, and monthly flow
- Supportive structure for budgeting, saving, and stability
THE IMARI DIGITAL ROADMAP PROCESS
Your path from intention to achievement—made simple.
1. Awareness
Every roadmap starts with awareness. In the first phase of your journey, we take a closer look at your goals, challenges, and routines to understand where you’re starting from and who you are working toward trying to be. We help you define what success looks like for you—not based on trends, but based on your priorities and pace. This is the foundation of the IMARI process.
2. Deliberation
Deliberation focuses on the facts. We help you collect and organize the key information that shapes your financial “big picture” (income, expenses, patterns, and priorities). Using details provided, we create data to help you gain a clear view of where your money and energy are going. This part of the process will give you more confidence to make better decisions moving forward.
3. Analysis
Once we have all the data organized, we’ll analyze—highlighting strengths, gaps, and growth potential. Using personal benchmarks as a guide, we will track your progress and compare your results using IMARI Tools to pinpoint where small shifts can create measurable change. This phase of the journey will leave you with a strong strategy to break financial glass ceilings.
4. Design
This phase is where it all comes together and the “aha!” moment is gained. Using your insights and goals, we design your 90-day roadmap—a clear, actionable plan that outlines what to do, when to do it, and how to track your progress along the way. Each roadmap is structured to fit your lifestyle, ensuring goals feel achievable and sustainable.
5. Freedom
Freedom doesn’t come from one plan—it comes from consistency. The final part of the process focuses on reflection, refinement, and long-term sustainability. You’ll learn how to maintain momentum, become adaptable in the midst of life changes, and continue to build confidence one transaction at a time.
The result? A system that supports your freedom, instead of limiting it.
Choose the roadmap that matches where you are — and how you like to move.
Start with a deep-dive guide, build a live money system, stay grounded with reflection, or get full support with a guided reset. Every option follows the IMARI method so you move from intention to action with structure, not shame.
Featured • Full IMARI Experience
90-Day No Spend Challenge (Guided Edition)
A guided 90-day reset that combines all IMARI products, bi-weekly check-ins, and the custom IMARI BUDGET STRATEGIST GPT — designed to rebuild your habits, reset your spending, and stabilize your cash flow with real support.
- Includes eBook, Spreadsheet & Motivational Workbook
- Bi-weekly live check-ins with the IMARI team
- the Custom IMARI BUDGET STRATEGIST GPT
Built for people who are ready for a full reset — not just a prettier budget. Less emotional spending, fewer surprises, more clarity and stability.
Prefer to go at your own pace?
Start with the step that fits your next move.
Digital Roadmap eBook
Deep-dive guide to your financial patterns.
A deep, structured financial guide that teaches you how to understand your habits, triggers, cash flow, and spending patterns using real banking logic. Built to give you clarity, confidence, and direction — without overwhelm.
- Covers all IMARI roadmap phases
- Blends banking principles with real-life money behavior
- Perfect if you love to read, highlight, and reflect
Digital Roadmap Spreadsheet
Behavior-based money system in Google Sheets.
A structured, automated Google Sheets system that turns your roadmap into real numbers. Includes setup, monthly views, annual dashboards, 50/30/20 breakdown, sinking funds, debt calculator, net worth, and a built-in challenge tab — all designed to match how you actually live and spend.
- Setup, monthly, annual & calendar views
- Tabs for sinking funds, debts, net worth & investments
- Challenge tab for 90-day and other IMARI challenges
Motivational Workbook
Reflection & accountability for 30, 60 & 90 days.
A guided reflection workbook that helps you stay grounded, consistent, and honest over 30, 60, and 90 days as you work through the IMARI process.
- Check-ins at 30, 60 & 90 days
- Prompts to process patterns, triggers & progress
- Space to reconnect to your values and celebrate real wins
Custom IMARI Roadmap
1:1 roadmap built around your real life.
A personalized 1:1 roadmap built using your real numbers, cash flow, habits, and goals — combining banking-level analysis with real-life behavior support, so you walk away with a plan that actually fits your life.
- Clear cash flow picture & realistic monthly structure
- Integrated plan for debt, savings & priorities
- Timing that lines up with your paychecks, not theory
Ready to take the next step?
If you’re looking for tools to support your roadmap, explore our Templates & Trackers — built to help you stay organized, consistent, and clear throughout your financial season.
Explore Templates & Trackers