Are you ready to take charge of your money, but overwhelmed about where to start?
No matter what your long-term investing strategy is, we believe in the power of getting started.
Inside this workbook, you’ll learn how to track your income, expenses, and net worth — and calculate two key numbers that can change your financial future.
You’ll also complete a values-based spending exercise to align your money with what matters most.
It’s the first step toward financial freedom, made simple and actionable.