The Ultimate Wealth Planner
The Ultimate Wealth Planner
This wealth planner is just the thing you need to unlock the wealth in YOU, at any stage or income level! Many people talk about building generational wealth, but most people don’t know how to get there. The reality is, you have to master the basics. Adjusting your habits, shifting your mindset, and executing on your vision will be required to achieve your next level of financial success.
This is a dateless planner that includes a 2024 calendar, so it can be started at any time.
Includes: Financial Reflection Questions, Journal Entries, 12 month Budget Layout, Asset, Liability & Net Worth Breakdown, Savings Trackers & Challenges, 3 wealth segments breakdown, Trust vs. Will and much more....
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The Ultimate wealth planner is a must! This planner has the strategies needed to achieve & maintain wealth. It helps you plan and outline all your goals by giving you the fundamentals. I also love all the quotes that’s written throughout the planner. The quotes are such motivators💯
The Ultimate Wealth Planner exceeded my expectations. The personalized approach, expertise, and ongoing support have been invaluable. I highly recommend to anyone in need of expert financial guidance.
This wealth planner is a game changer and allows you to reflect on your money habits and their origins.
Planner Is The Best
I've struggled with maintaining my finances for a while. As a business owner some months I make $25k some months I make around $5-8k. This wealth planner has helped me balance and bring clarity to my finances, understanding how my habits are benefitting or hindering me from reaching my ultimate goal. The questions in here spark such dynamic conversations that allowed me to think deeply into my financial life and to begin achieving true transformation in my life. Ultimate Wealth here I come !!!!!