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Want to get the most out of this workbook?

Book a 60 minute strategy session and I'll do the heavy lifting for you!

During our time together, we'll

  • Analyze your cash flow
  • Put together your first net worth statement
  • Develop 3 SMART goals
  • Identify your next steps forward to take control of your financial future!


Includes a video of our conversation along with your fully filled out Cash Flow & Net Worth Workbook!

Most Recent Google Review:

"The amount of care & dedication that Genevieve has had towards me and my goals and finances has been unmatched. I am so pleased with her service and if you are considering booking, please do! You won't regret it." -Keisha

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Investing Prep Kit

Take control of your financial future!

Start your financial wellness & investing journey off right!

Here's what's including in the workbook:

  • A cash flow discovery sheet. Identify how to increase your cash flow here!
  • An emergency fund tracker, feel confident that you can handle whatever life throws your way!
  • A goal setting page to identify your investing SMART goals.
  • A cash flow tracker you can use all year long to keep you on making smart spending choices.
  • A net worth tracker you can use all year long to celebrate your wins!
  • An investing roadmap, so you know what accounts you need and where to start.
  • An investing checklist so you know what to look for when researching funds.
  • Links to my favorite calculators & resources
  • BONUS- All my favorite smart-spending tips.

What People Are Saying:

I'm feeling creative and excited for my future! Do yourself a favor & invest in your future!

Heather

After a week I was already motivated to increase my 401k contributions!

Jessica