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Optimize Your Budget

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Want to reach financial wellness & income independence? 😀👍
As a bonus you'll also receive our Monthly Budget Planner (12 Months)! 

You've come to the right place! The budgeting course material will cover: 

  • Financial statistics
  • Financial check-up
  • What is a budget?
  • Benefits of budgeting
  • Components of a budget
  • Budgeting with your lifestyle in mind
  • Budgeting strategies and methods
  • Consequences of not budgeting
  • Summary
Our national course presentations have received fantastic reviews from schools, non-profits, financial institutions, and financial professionals who leverage it as an additional teaching tool in the toolbox.
You will get the following files:
  • PDF (12MB)
  • PDF (3MB)