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A Professional Approach to Setting a Savings Goal in Six Easy Steps

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Many times you want to start a new direction in life but you either need a step-by-step guide or want a little advice. Maybe you have a plan in place but would like to get ideas from a professional. That is what this guide offers.


Saving money is easy in theory, but many struggle with getting started or keeping the money they've saved without constantly dipping into it. For this reason, I've put together an easy 6-step process. I've also included 5 success tips used by those who are successful at always having money saved.


This guide will walk you through

  • Setting a savings goal like a professional
  • Testing your goal to see if it is realistic
  • Tips for long-term success


Tools and worksheets are included.

You will get a PDF (5MB) file

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