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.