I’m excited to have Diana Crabtree Green on the show! Diana is a CPA with more than twenty years of experience in personal finance and taxes. She’s also the creator of Buck the Budget™. Clients come to Diana with many of the same concerns: they don’t know where their money goes and they need help getting ahead. In her personal life, she has long prioritized building wealth quickly while also streamlining her own record-keeping. (Diana says, “accountants don’t actually want to track their expenditures either”).
Buck the Budget™ is a culmination of her simple techniques which have allowed herself and others to efficiently accumulate wealth and more easily manage money.
Her platform is an easy three-step money management program that gives users clarity of their cash flows, freedom from daily tracking, & a monthly money tune-up. Buck the Budget™ was created to help their users get ahead… finally!
Below are some insights from Diana Crabtree Green. Enjoy!
What is your personal definition of success?
Simply? Financial independence and financial freedom. Having this opens doors for SO MUCH more in life – options to operate as you want to. I have a pretty good handle on this personally, and it’s my mission to help others succeed in the same way.
But to this end, I value progress and getting ahead in all areas of life, not just financially. I’m talking about forward progress with the things I do. This includes running, which is an easy example of “getting ahead”. But also rock climbing, raising a teenager, launching a business, working through tax season.
With all of this in mind, I define success as each and every accomplishment along the path to getting ahead.
Delivering a speech = SUCCESS!
Saving and buying my first car when I was 16 = SUCCESS!
Making a contribution to your 401(k) or Roth IRA = SUCCESS!
Completing a tax return = SUCCESS!
Making progress to a new high point on a route I’m trying to climb = SUCCESS!
Can you share the steps you take daily to improve?
To start, I make my bed first thing every day. SUCCESS!