Get your Top 3 Goals Done

More than a productivity planner

A well-researched, evidence-based, Getting Top Goals Done. This will teach you how to invest your time, do what is important, build systems in place to beat procrastination and be productive. 

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The Most Remarkable Thing about Gandhi

The most remarkable thing about Gandhi was his ability to lead. He applied the principle of Buy-in, in leadership. This was his story of leading India to independence.

mahatma ghandi

the latest in book notes

The Simple Path to Wealth book cover

The simple path to wealth

The soul of simplicity to financial freedom boils down to the big three: you avoided debt; you spend less than you earn, and you invested the surplus. 

There is more. 

Invest in the low-cost index fund – VTSAX.

A Core Values Financial Planner

38 Page Instant PDF Download | Simple and Elegant

Getting organized about your money is one of the keys to financial security! Born to Manage Money will help you take the first step to get your finances in order. 

What you will get:

1 PDF File – Printable Document (zip)
* This PDF contains a 38-page document suitable for print in A4 size or US Letter (8.27 × 11.69 inches)

This Worksheet and Planner is a tool for every woman who wants to take a look at their current financial inventory, direct change, and finishes with a much stronger outcome on their finances.

This is more than a finance worksheet. It will guide you to align your money with your values. Describe what’s important about money to you!

This is the foundation of all smart financial planning.

Full Description

Part 1: DO INVENTORY: Where does my money go + Current net worth

  1. Earnings statement
  2. Spending tracker
  3. Determine your current money resources (net worth) (assets and liabilities)
    + Will Planning
    + Risk Management Planning
    + Tax Planning

Part 2: COURSE OF ACTION: What’s important + A personal values financial plan

  1. Reflect the current standing of your money
  2. Define your values.
    + Align your money with your values (Spending pattern, Course of action, Values matching)
    + Pathways to reduce spending
    + Pathways to start saving
  3. Define goals. Develop goals that fit your values.
  4. Design a proactive life
  5. Budget Worksheets
    + Helpful Tips: How to achieve a strong financial future.

Part 3: NEW INVENTORY: New Income and expenses report + Net worth

  1. New earnings statement
  2. New expenses report
  3. Value of current assets (new net worth)