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Organize and simplify for more financial wellness!
simplify your financial life
Use this 4-step organizing worksheet to take a closer look at your financial picture. If you’re feeling a bit overwhelmed by your finances or if you’re not sure what you need to know to feel in control, this worksheet is for you.
Designed to help you consider important financial wellness questions, this guide can be printed and used to take notes.
Clarity cultivates confidence! And less stress = more wellness!
Get ready to feel refreshed, organized and ready for your future!
More Ways to Work With Me
Whether you’re looking to attend an event designed for women, are interested in easing the financial stress that can come with launching a new venture or you’d like a custom workshop, I’ve got you covered! All programs are rooted in research and real-world experience, and are filled with actionable ideas ready for immediate implementation.
workshops for women
Programs designed especially for women that provide opportunity for dialogue and shared learning
corporate workshops
For leading companies seeking ways to enhance employee productivity and distinguish their culture