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Downloadable Resources

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Accountant

Budgeting Basics

A simple, easy-to-follow guide that introduces the fundamentals of budgeting. It covers techniques like the 50/30/20 rule and provides actionable tips to create a personalized budget that aligns with your financial goals.

Coming soon:

Investing Checklist

A step-by-step checklist to help beginners confidently start investing. It includes evaluating risk tolerance, setting financial goals, understanding investment types, and tips on choosing the right platforms or accounts.

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Pink Stairway

A clear roadmap for tackling your finances in the correct order. It prioritizes tasks like building an emergency fund, managing debt, and progressing toward long-term investments, ensuring a solid financial foundation.

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(Financial Order of Operations)

Coming soon:

7-Day
Email Mini-Course

An engaging email series that delivers daily lessons on essential financial literacy topics. Each day focuses on a practical aspect, from setting goals and budgeting to saving and investing, helping you take actionable steps toward financial freedom.

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