If you're looking to get your finances in order and need to maintain accountability, you're in the right spot!
We created a four-week personal finance plan with everything your CPA wants you to know about personal finance!
In this workbook we help you focus on your goals and create a plan to stick to them. Have you thought of life insurance or retirement? We also walk you through how to set yourself up in those areas so they aren't overlooked! We include everything you need to make good financial decisions in these super important areas of personal finance.
With this purchase you also receive one month of email support from US! So if you run into any issues along the way or have questions, you can reach out for free support!
This workbook will help you make decisions and get organized in these important areas:
- Budgeting Paying down debt
- Building up your savings for unexpected events
- Calculating what you should be saving monthly for retirement
- Getting life insurance to protect your family