Create a detailed review and assessment of your financial situation. Identify areas of improvement and maximize strategies.
Benefits
- Increased awareness of spending habits
- Identify areas where money can be saved or invested
- Gain the ability to make more informed financial decisions.
- Manage risks effectively.
What's Inside
Step 01 - Collect Financial Documents
Step 02 - List Income Streams
Step 03 - Check Income Potential
Step 04 - Calculate Net Worth
Step 05 - Review Budget
Step 06 - Review Debts
Step 07 - Evaluate Investments
Step 08 - Review Insurance Coverage
Step 09 - Review Money Beliefs
Step 10 - Summary Review
Incredible tool to do a true audit even if your life is a bit of a SHIT show like mine! There’s a lot to it but I am thrilled with what I’ve done so far. Most of the time in the past I’ve been overwhelmed before actually trying to make a change on this. Anyways fantastic tool. One of my fav creators out there!
Productive Compass