Financial Literacy | Wealth Journey | Tips & Tools

This presentation is for those who are getting started or are currently on their journey of creating generational wealth. I share the Wealth Management Template that I created to support me in visually seeing where my money is going. You will receive a copy of the template. The template also includes a spreadsheet to help with paying off loans/debt.

You'll also receive tips on how to utilize credit cards in earning cash back, 0% balance transfer promotions along with apps you can download on your phone to start earning cash back or gift cards of your choice by purchasing items you're already purchasing.

I'll share helpful tools that have helped us organize money for our household along with ideas for discounts that may be a phone call away. This presentation also includes how the language we use matters because money is a form of energy and yes, I want it circulate back to you, abundantly.