WORKSHEETS

Bare Essentials Budget

How much do you need to cover your most basic needs in a month?

This worksheet helps provide peace of mind to handle a financial crisis

Set Better Savings Goals

Set stronger, actionable, and specific savings goals.

Determine exactly how much you need to save each month

and where to put your money.

How to Pay Off Debt Effectively

Ready to finally build a plan to get debt free?

This worksheet will help you go from plan to action.

Handling Debt in Financial Distress

Figure out how much you need each month to stay on top of debt payments

and what to do if you don’t have enough.

Bundle Pack

Save yourself nearly $10 and snag all the worksheets for $30.

COURSES

*NEW* Wealth & Legacy Summit

The Wealth & Legacy Summit is a one-stop shop for answering a lot of your big money questions. 10 of us money nerds have combined our powers to create an extensive course to help you. 10 experts, 10 hours of money help. Doors close July 4, 2020.

My session is a 50 minute presentation breaking down all the specifics about how to talk about money your romantic partner (aka Getting Financially Naked). I’ll walk you through a playbook and give tips on language to use, questions to ask and what to do if you have trouble navigating this conversation without a fight.

The other sessions include:

What the rich & wealthy teach their family about building a financial legacy.

Invest in your budget and give your finances a High-5

How to crush debt and live your best life.

Curb emotional spending: stop buying crap you don’t like & start savings

How to test drive your stocks without spending any money.

How to make sure you get approved for your first mortgage.

A beginner’s guide to options investing.

How stock investors can read financial statements like a pro.

How to stand out in a competitive marketplace and thrive in your career

Check out the bonus offer for early buyers here.

Looking to feel in control of your money?

Think about it: Do you feel in control of your money, or does it feel like money controls you? For many people, money problems rule their life. They feel as if they can never get out from under their debt and save enough for the things that truly matter.

If you want to stop feeling insecure about your money situation and frustrated by your inability to get ahead, then this bootcamp is an absolute must. My Get Your Financial Life Together bootcamp, created in partnership with CreativeLive, provides straightforward, actionable advice on how to get your financial life together.

The four classes in the bootcamp include:

Take Control of Your Financial Life 

How to Budget and Save Money

How to Pay Off Your Debt

How to Plan Your Financial Future

You can purchase the entire bootcamp or go the a la carte route and just select classes specific to your needs. 

Ready to start investing?

Most people want to start investing, but have no idea where to begin. How much do you need to start? How do you know if you’re taking the right first steps? In Beginner’s Guide to Investing, I break down the obtuse language and lays out your investment strategy options. Learn the common misunderstandings, set your financial goals, and take strategic steps no matter your starting amount, time frame or business context — I’ve got you covered.

 

BOOKS