Personal Finance Starter Package
Personal Finance
Starter Package
What's Included 👇
What's Included 👇
Budget Tracker
Customizable budgeting template where you can track income, expenses, and savings goals
Investing Basics
Video course with step by step instructions for setting up your first investing portfolio
Net Worth Tracker
Customizable template for tracking your assets, liabilities, and net worth
Credit Score Guide
Comprehensive guide to boosting your credit score, with proven strategies you can start using today
More About the Budget Tracker
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"I'll use this for the rest of my life!"
- Sam F.
💸 Income Tracking
Customized income tracking for both W2 and 1099 style jobs
🎯 Goal Tracking
Set personalized savings goals with a target date to reach them. Track your progress over time.
💳 Expense Tracking
Categorize your expenses into debt payments, fixed costs, variable costs, and annual costs
📊 Insights Dashboard
Get a quick snapshot of your financial health using the insights dashboard
🍿 Video Tutorial
Not sure how to set things up? No problem. Just watch the video tutorial where I walk you through it step by step!
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"I'll use this for the rest of my life!"
- Sam F.
More About the Investing Basics Course
▶️ Module 1 - Investing Fundamentals
A series of 6 videos that teaches you about topics such as stocks, bonds, and brokerage accounts.
▶️ Module 2 - Investor Behavior
A series of 4 videos that teaches you when to invest, when not to invest, and how to protect yourself from losing money.
▶️ Module 3 - Your First Portfolio
A series of 4 videos with a step-by-step walkthrough of how to open an investing account and how to purchase investments.
▶️ Module 4 - Automated Investing
A series of 7 videos that gives you a breakdown of hands-off investing strategies that are perfect for new investors.
▶️ Module 5 - The Big Picture
A series of 4 videos that helps you understand why investing matters and how it can benefit your life.
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"This course was fantastic!
It's perfect for anyone at a beginning level of investing, and even includes practical wisdom for those who have a bit more experience.
I found the videos about how to actually open a brokerage account and add investments to your portfolio especially helpful."
- Jacob K.
⭐️⭐️⭐️⭐️⭐️
"This course was fantastic!
It's perfect for anyone at a beginning level of investing, and even includes practical wisdom for those who have a bit more experience.
I found the videos about how to actually open a brokerage account and add investments to your portfolio especially helpful."
- Jacob K.
More About the Net Worth Tracker
💸 Asset Tracking
Track your assets by category: cash & short term assets, taxable investments, retirement accounts, and real estate
🎯 Liability Tracking
Track your liabilities by category: consumer debt, vehicles, education, and real estate
📊 Insights Dashboard
Get a quick snapshot of your net worth using the insights dashboard
🍿 Video Tutorial
Not sure how to set things up? No problem. Just watch the video tutorial where I walk you through it step by step!
More About the Credit Score Guide
Your credit score will make or break your financial future.
The largest financial decisions you make in life - your house, your car, your education - are all impacted by your credit score.
The better your score, the less you will pay in interest, fees, and premiums - saving you tens of thousands of dollars.
In this comprehensive guide, I share with you:
- How lenders use your credit score
- The 5 factors influencing your credit score
- Strategies to boost your score in each of the 5 categories
- How to check your credit report
- How to correct errors in your credit report
- What to do in case of fraud
With this guide, boosting your credit score will be one of the easiest financial wins of your life.
The Personal Finance Starter Package
What's Included 👇
Budget Tracker
$30 Value!
Investing Course
$50 Value!
Net Worth Tracker
$30 Value!
Credit Score Guide
$40 Value!
Get Immediate Access For Free!
Why I Built The Personal Finance Starter Package
Most people are living below their financial potential.
Why do they do this?
Simply because no one ever taught them how to manage their money.
For whatever reason, your parents, teachers, and college professors all ignored the most important skill they could have taught you:
how to build wealth and use it to create a beautiful life.
I want that for you.
I want it so badly that I've spent hours and hours doing all the work, to make it as easy as possible for you to get what you want.
No more losing to inflation.
No more financial stress.
No more guesswork.
Just a simple plan that works.
Frequently Asked Questions
Who is this for?
This is for anyone who wants new financial results in their life, and needs help getting started.
What results will I get?
If you follow the path I give you, here's what to expect:
- Clarity around how much you spend and how much you make
- An intentional spending plan that actually works
- Your very first investment portfolio
- A higher credit score
When will I get those results?
The sooner you purchase the Personal Finance Starter Package, the sooner you'll be on the right track. Most people make significant financial progress within just four weeks.
What sacrifices do I have to make?
I'm giving you all the tools and resources you need to get started. There's no more guesswork or trying to figure things out on your own.
You can use these resources to build new financial habits and grow your wealth, starting today.
Why should I buy now?
Every day that passes is a day of your life that you will never get back.
Why live in financial stress when you don't have to?