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DIY Financial Plan

- your comprehensive guide to making sure your life is headed exactly where you want it to go!


You want so many good things for your family!  Things like vacations, opportunities to play sports, help cover the cost of college, and you want to retire and travel with your spouse.  But are you headed in the right direction?  Will you be able to afford everything that you are dreaming of?  

What if something happens?  What if you get sick, and can’t work?  Will your family be protected?  These are the things that run through a parent’s mind!  Let’s put you fears to rest by taking action by ensuring that you have EVERYTHING covered!

This DIY Financial Plan will walk you through the process of building your own financial plan, just like the experts would do!

This 42 page guide includes...

  • Net Worth Tracker
  • Retirement Savings Plan Guide & Worksheets
  • Additional Savings Plan Guide & Worksheets
  • Annual Debt Tracker
  • Account Trackers
  • Monthly Better Budget Worksheet
  • Sinking Fund Tracker
  • Estate Planning Guide & Worksheets
  • Insurance Planning Guide & Worksheets

Don’t wait to plan for tomorrow, it will nag at the back of your brain and you’ll just waste time worrying!   Besides, if you need to change things, do it now and give your family plenty of time to save money, plan for college & retirement, and to build your vacation bucket list!

*** This item is a digital download, no physical product will be shipped