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Finance Organizer

We believe that getting organized is a large part of taking control of your finances. This is why we created the Finance Organizer.


When you purchase your Finance Organizer, you will receive the following:

  • a list of the First Steps to take to getting financially organized
  • a list of financial Steps to Achieve
  • a calendar to keep track of your finances
  • a snapshot page where you can view all of your financial needs
  • pages to list all of your bills
  • a page aimed at showing you how to become debt free
  • budget pages designed around how you get paid (monthly, bi-monthly, bi-weekly, or weekly)
  • a page to keep your bank account balanced
  • a company information page
  • pages that provide quick facts for each of life's financial needs


You will also receive a password that unlocks the Resources page on our website. This Resources page offers:

  • step-by-step videos that will walk you through every section of your Organizer
  • an area where you can download additional pages for your Organizer when needed, free of charge

Finance Organizer

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