Forms to help you achieve your dreams:
Steps Toward a Better Future – These are the steps that I use sequentially with each client. You can look at them at any time to judge your progress toward your future goals.
3 Step Budget – This is an excel budgeting spreed sheet that you can download and use on your financial journey. I talk about how to use it in more detail in episode 5 of the Unshakable Dreams Podcast.
Basic Budget – Use this simple budget to begin keeping track of where you want your money to go before the month begins.
Recommended Percentages – While working with clients, these are the percentages we’ve found to work the best if you desire to become debt free and build a solid future.
Financial To-Do List – A checklist for you and your finances. This worksheet shows you all of the things I recommend that my clients do, such as life insurance, wills, debt-reduction, etc.
Books that I recommend:
Services I Use And Trust:
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