Financial Excellence Workbook & Bonus E-Book

Two types of people buy this workbook:

Type 1: Need Help!

• Stressed about their money
• Don’t feel like they can get ahead
• Struggling with debt and how best to get out
• Worried about their future and retirement

These people use the workbook to establish the foundation of a solid plan. They learn the fundamentals of sound financial decisions, get organized, have a wake up call (ScoreCard) and devise a plan to gain clarity and confidence.

Type 2: Optimize and Grow!

• Have a good income and want to put it to good use
• Concerned about making the right choices in a sea of financial sales people
• Want financial security
• Want to grow their wealth

These people use the workbook to clarify their goals and values. They measure their current plan (ScoreCard), Internalize the 7 Essentials of Financial Excellence to establish Financial Balance and build an action plan to implement the strategies that give them more control.

No matter what your financial condition, income or wealth you can benefit from what this workbook has to offer:

Learn about the external financial pressures that we all must face and overcome - yes the deck is stacked against the middle class!

Identify your values and goals - it's easier to make good decisions when you know your WHY! Uncover your challenges, opportunities, relationships and experiences that shape your financial reality.

Get Organized - knowing what you have and where you are at establishes a baseline from which you can measure your financial strengths and weaknesses. You’ll gain clarity about your finances.

Net Worth & Income Statements

ScoreCard - measure your current plan against the critical financial domains of Protection, Assets, Liabilities, Cash Flow, Retirement Readiness and Estate Plan This self administered assessment scores your areas as RED, YELLOW or GREEN so you can quickly see what areas need attention and what is critical.

Action Plan - With clear goals, organized finances and clearly identified areas to work on you can devise your action plan in each of the critical financial domains.

Cash Flow Sourcing - Fund your action plan with recovered dollars that can be redeployed to improve your plan, get out of debt and grow your wealth

FREE 30 min coaching call with your purchase  

You can use your time to get help on the workbook or get feedback on your ScoreCard or just ask any questions about your plan you like!

Traditional Financial Plans can cost thousands of dollars. 

 Most financial companies want to either sell you products or charge you ongoing fees. This workbook and save you time and money, help you make better money decisions, gain financial security and position yourself to grow and develop your future wealth!

NEW BONUS MATERIAL - Ebook - The 7 Strategies of Financially Secure People

Click “I Want This” below and start your journey!