I hope you’ve loved Work Your Wealth: 9 Steps to Making Smarter Choices With Your Money!
This book is meant to cut through the crap, lay out an organized plan of attack, break down steps into specific homework assignments along the way, and leave you with clarity and confidence in your financial life.
Work Your Wealth is designed to dig into the “how” behind each step and provide easy-to-follow directions to guide you through the process of building your own financial plan.
Looking for some fun resources to help you along the way? Check out the worksheets and templates below to help you get started:
- Net Worth Statement
- Debt Tracker Worksheet
- Cash Flow Worksheet
- Money Organizer Workbook
- SMART Goals Worksheet
- Money Date Sample Agenda
- Business Cash Flow Worksheet
- Retirement Accounts You Should Leverage
- Investment Terms You Should Know
Don’t forget – if you’re wanting some one-on-one guidance and a personalized plan in taking control of your finances – head here to schedule a consultation to see if financial planning is right for you and learn how we work with clients.
If you’re not quite ready to meet with a financial planner, but want some additional educational content in taking control of your money, be sure to check out the Work Your Wealth Podcast on iTunes.
Cheers to your financial future,