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Knowing how, why + where you spend are the keys to changing your relationship with money for good.
Are you tired of ignoring your monthly expenses … and never knowing exactly how much is in your bank account?!
Do you sometimes feel overwhelmed by your bills?
How about investment advisors, CPAs, trusts and estates attorneys — do you know who you need and when you need them?!
And what about your statements—are you (or your bookkeeper) reconciling your accounts each month?
What happens when your life changes (divorce, births, death)—do you have a plan to meet these financial shifts?
Shouldn’t there be some way to know which financial documents you should save and which you can throw away?
In just 90 minutes, you’ll get a basic understanding of what healthy money habits COULD BE doing for you …
And how to maximize the things you already do.
You’ll gain financial freedom and be able to make life decisions about money without stress because you will finally be prepared.
Every day you swipe your credit card, pay bills, use Apple Pay, …
Maybe you’re even doing most of this online now since we’re going out less often.
But do you really feel like you handle on all the apps and programs and places where you’re making financial choices?!
And over 85% of all disagreements between married couples are money-related.
That’s because money comes loaded with so much emotion for so many of us, whether you have a lot or a little.
So if you don’t know the difference between your actual spend and your assumed spend …
And if you’ve ever considered consolidating your accounts …
And know you should be reconciling your cashflow monthly … but …
You worry every time you write a check or pay a bill that your account might not cover the expense …
And a simple checking account doesn’t always feel that simple …
Then you know that managing your finances can be overwhelming …
Like the best you can hope for is a vague sense of what you have and you just have to hope for the best and keep your head down?
It doesn’t have to be that scary … or uncertain.
Remember when all you had to keep up with was 1 simple account and used cash when you wanted to purchase something?!
Now you have several credit cards, debit cards, checking accounts, saving accounts, investment accounts…
And instead of making life easier, all these things overwhelm you and confuse you…
Every few years things seem to shift and if you’re not shifting with them, then how will you know what to do next?
Scammers, ponzi schemes and fraudulent services are just waiting to prey on the uninformed and vulnerable …
Deciphering what is real and what is fake is often a full time job…
And with older parents and possibly kids as well, your lack of confidence and clarity can only make matters worse for everyone …
Are you an innocent, a martyr, a victim, a warrior, or a creator/artist?
You may be surprised to find out what your money type is …
And what it can tell you about your financial future …
If you’re going through life not knowing how much you make or spend each month … You are missing out on some of the biggest time-saving features available today …
That don’t require a computer programmer or advanced degree …
Just some fundamental information on where to look and what to look for …
Wouldn’t it be great if there were a way to demystify your finances without getting overwhelmed …
Or trying to keep up with experts who assume you know more than you do?
You can get control over the bills that surround you.
You can make smart choices without getting overwhelmed.
AND you can take back your life and your time …
Using reconciling software or using a bookkeeper to make your life easier and better …
You can consolidate all the paperwork and learn to focus on what is important …
If you’re already feeling pulled in too many directions …
And you can’t keep track of all the financial stuff …
If you’ve got things and accounts you haven’t begun to comprehend …
And automatic payments you don’t remember signing up for …
Bills you keep avoiding …
If it seems you NEVER have enough time …
But it feels like you’re also ALWAYS thinking about your finances …
Or trying to keep up with your financial documents …
You’ll learn HOW and WHEN to master your financial freedom
You’ll learn how to get the most out of the financial resources at your fingertips …
And you’ll discover ways to stop using excuses as a substitute for paying your bills on time …
Andrew is the best-selling author of two books: Unstuff Your Life! and The Most Organized Man in America’s Guide to Moving.
He has been a professional organizer since 1996, and he has helped over 150,000 people get and stay organized.
With so much uncertainty right now, Andrew is super excited to share this challenge and for the chance to help you, too!
Judy is the best-selling author of the book “How to Be Smart, Successful & Organized with Your Money, For a Better Today and Tomorrow”.
She has been a financial concierge since 1996 and has helped hundreds of individuals get their finances organized. She has mastered the art of daily money management.
Judy and Andrew are excited to help you create a new positive mindset around money and guide you to establish new healthy money habits!
IN PARTNERSHIP WITH
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