What you'll receive:
- Finances 101 Guide with lesson plan and worksheets
- Budgeting 101 Editable Spreadsheet w/PDF Companion
ABOUT FINANCES 101
Our Digital Financial Planning Guide can help you reach your goals throughout your life—whether you want to buy a house, save for your kids’ college, live a fulfilling retirement, leave a legacy for your children or make a difference for a charity.
Financial planning is arranging to spend, save, and invest money to live comfortably, have financial security, and achieve goals.
***Don’t have a financial plan just yet? I can help!
Through our Financial Coaching service, we can help you determine and set your goals, provide a roadmap to reach them, and be your guide to the special tools and strategies that can help you get there. Financial planning is arranging to spend, save, and invest money to live comfortably, have financial security, and achieve goals.
ABOUT BUDGETING 101
Our Digital & Customizable Budgeting Planner helps make budgeting your every day/monthly finances simple. Edit your spending plan right at your fingertips directly onto your smartphone, tablet or computer system.
Since budgeting allows you to create a spending plan for your money, it ensures that you will always have enough money for the things you need and the things that are important to you. Following a budget or spending plan will also keep you out of debt or help you work your way out of debt if you are currently in debt.