Ready To Create Your Own Financial Plan?
ESSENTIAL GUIDE IN CREATING YOUR FINANCIAL PLAN
- Take control of your finances and be intentional with a personalized financial plan
- Save money and go the DIY route with our step-by-step guidance
- Invest your time and energy into planning your financial success
- Discover the clear steps to knock out your financial goals
- Empower yourself with the tools and knowledge to gain financial freedom
Thinking About The Exciting Possibilities of a Home Upgrade?
FINALLY! A COMPREHENSIVE TOOL THAT HELPS YOU ANSWER KEY FINANCIAL QUESTIONS LIKE:
- How will fluctuating interest rates impact my ability to buy a home?
- Are there hidden expenses that I may not have considered?
- What will my future costs and lifetime total costs look like?
- How does the size of my down payment affect my costs?
- How do varying home price ranges affect my costs?
It’s Time To Get Financially Organized
THESE TEMPLATES ALLOW YOU TO HIT THE GROUND RUNNING:
- One page template to organize and track all your assets and liabilities
- Enter crucial details like funding, interest rates, and notes
- Streamline your financial organization with a single-page format
- Download and start inputting data instantly with formatted layout
- Avoid spending hours creating a template and start getting organized today
Take Control Of Your Spending
JUMPSTART YOUR EXPENSE TRACKING JOURNEY WITH THIS RESOURCE
- Pre-formatted to allow you to hit the ground running entering expenses immediately
- Use this tool to document estimated expenses and track them over time as life changes
- Prebuilt to account for one-time, quarterly and other frequency of expenses monthly
- Handy retirement percentage column allows you to project potential retirement lifestyle
- Compare total estimated and actual expenses and identify unaccounted spending
Master The Art Of Money: Unleash A Better Life Through Values Clarity
OUR VALUES EXERCISE WILL HELP YOU ANSWER THE FOLLOWING:
- What’s truly most important to you, your family, your work?
- How do you prioritize the various competing values in your life?
- What do each of these values look like in my everyday life?
- How am I going to apply these values to my actions (and goal setting)?
- What are other resources to help me dig deeper into my values?
Budgets Are Painful! Cash Flow Is Much Simpler
OUR COMPREHENSIVE CASH FLOW TRACKER WILL HELP YOU:
- Most people get stuck in the weeds of budgeting and give up
- Use our templates to stay out of the weeds and start tracking monthly expenses
- Templates already pre-build for tracking your high-level cash flow
- Tracking cash flow = tracking monthly total income and total expenses
- Create your own custom alerts where you know when it’s time to dig into the details
