Learn how to take control of your finances!

A sound spending and savings plan is the foundation for your long-term financial success. You'll find the plan you need in our free Money Management Planner!

 

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Get Peace of Mind With a Financial Plan That Works!

 Our Money Management Planner shows you how to review your expenses and spending habits so you can design a realistic monthly budget.
 
In our free downloadable guide, you'll learn how to: 
  • Set short- and long-term financial goals 
  • Calculate your net worth
  • Determine your essential expenses
  • Figure out your discretionary expenses
  • Understand unsecured debt
  • Track your expenses effectively
  • Follow recommended budget guidelines
  • and so much more!

 

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Take a peek at what's inside the eGuide ...
Financial goals on paper

How to Set Financial Goals

  • Saving for short-term, mid-term, long-term goals
  • Current savings vs. targeted savings
  • Savings needed per month
  • Easy to use work sheet
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Expenses Overview

  • What are your essential expenses?
  • What are your discretionary expenses?
  • Easy to use work sheet to help you get a clear view of your monthly expenses
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Budget Guidelines

  • The value of paying yourself first
  • Saving more by earning more or spending less
  • Setting reasonable, achievable goals
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