CART

EXCLUSIVE

RESOURCES

FOR CLIENTS

DOWNLOAD FINANCE ORGANIZER PAGES

Free videos to guide you as you work through your Finance Organizer

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Notebook Overview

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Financial Needs

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Budget

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Monthly Budget

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Bi-Monthly/Bi-Weekly Budget

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Weekly Budget

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Company Information

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Term Life Insurance

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Emergency Fund

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Retirement

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College Funds

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Short Term Savings

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Automobile Insurance

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Homeowners/Renters Insurance

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Medical Care

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Legal Protection

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You Can Do This!