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My Wealth Planner

My Wealth Planner

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The Wealth Planner is an undated roadmap to turning your dreams into reality by breaking them down, writing them down, and getting them accomplished. 

  • The Planner is undated and includes:

    • Notes Pages
    • QR Code to financial education videos
    • Monthly To-Do Checklist
    • Weekly Wealth Affirmations
    • Annual, Monthly, and Weekly goal-setting pages
    • Long-Term/Short-term Financial Goals Page
    • Monthly Budgeting worksheet Pages
    • Financial Tips & Tax info
    • Debt Reduction Plan Worksheet
    • Annual and Monthly Expenses Worksheets
    • Subscription and Account Information Pages
    • Monthly Review/ Reflection page
    • Lines on weekdays to better plan out days
    • Smart layout to allow you to review daily tasks and weekly goals/ notes 
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