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This workbook is a guided ebook to give you the opportunity to reflect on financial progress as well as establishing intentional goals for the next 12 months. We’re going to assist you with reflecting on necessary next steps in your wealth journey. 

 

What’s included:

  • Reflection on money mindset in the past, present and future

  • Guide to creating S.M.A.R.T. Financial Goals 

  • Dissection of current personal financial inventory 

  • Curated checklist for your financial tasks

the ultimate Annual Wealth “Check-Up” Review Workbook

$47.00Price
Excluding Sales Tax
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