ELIMINATING FINANCIAL CLUTTER & STRESS · Rx CURES YOUR FINANCIAL STRESS . Being in control of your...
Transcript of ELIMINATING FINANCIAL CLUTTER & STRESS · Rx CURES YOUR FINANCIAL STRESS . Being in control of your...
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ELIMINATING
FINANCIAL
CLUTTER & STRESS
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• Dr. Cozette M. White
• Coined “Your Financial Physician”
• My Financial Home Enterprises
• Established in 2001
• Financial Planner and Tax Accountant
• Global financial firm providing accounting, tax and financial
management services for businesses and individuals
• Personal Finances – bootcamps, debt elimination & more
• Amazon Bestseller - Attracting The Best…Wealth, Prosperity,
and Abundance in Your Life Now!
• Reside in Southern California
• Enjoys, traveling, reading, and outdoor activities.
• Mother of two - Briana M. and Roderick J.
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IT'S NOT THE WORK
THAT'S HARD,
IT'S THE DISCIPLINE ANONYMOUS
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TODAY’S AGENDA
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WHO IS THIS PRESENTATION FOR?
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WHAT DOES THAT MEAN
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TOTALLY FINANCIALLY
DISORGANIZED
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JUST ENOUGH TO
PAY MY BILLS
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INVESTMENT
CONFUSION
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WHY I CARE?
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Rx CURES YOUR
FINANCIAL STRESS
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Being in control of your finances is both
empowering and necessary.
When you can keep this part of your life well-managed, you
prevent unnecessary stress and worries.
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BE MOTIVATED
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KNOW YOUR SPENDING HABITS
KEEP TRACK OF WHERE YOUR MONEY GOES, AND EVERY PLACE IT GOES TO
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TEXT “FINANCES”
805-719-7682 GET YOUR FREE
GIFT
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TRACK EVERYTHING
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TRACK YOUR CASH TOO
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CATEGORIZE YOUR SPENDING
TRACKING IS MADE EASIER WHEN THERE IS A LOGICAL SYSTEM TO FOLLOW
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USE A SPREADSHEET
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USE AN APP
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PERSEVERE NO MATTER WHAT
TRACKING YOUR FINANCES IS NO EASY CHORE, BUT IT GETS MORE MANAGEABLE
WITH PRACTICE
• Keep on going, even when you
want to just forget about it.
• After a while, seeing the benefits
(and money savings) will be all the
motivation you need.
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Questions
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FINAL THOUGHTS
www.MyFinancialHome.com
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