Only $7 ($27 value) for a limited time!

Want to get the most out of this workbook?

Book a 90 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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"Not a budget" Cash Flow & Net Worth Workbook with Training

Take control of your financial future!

Start your financial wellness & investing journey off right!

Here's what's including in the workbook:

  • An initial cash flow discovery sheet. Identify what’s coming in & what’s going out. 
  • An initial net worth statement. Get clear on what you owe & what you own.
  • A system to create your first 3 financial SMART goals. 
  • An emergency fund tracker, because this always is a top priority.
  • A cash flow tracker you can use all year long to keep you on track.
  • A net worth tracker you can use all year long to celebrate your wins!
  • A full training video where I’ll take you step by step through the workbook with all the tips & tricks so you get the best results!
  • A document outlining my favorite smart-spending tips.

What People Are Saying:

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

Jessica

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

Heather