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Ebooks -
At The Publishers Now and Available Soon

We provide an eBook that will show you how to “Take Stock” (identify your income and expenses), then will show you how to “Take Charge” (set up a meaningful budget), then to “Take Action” (put your financial plan into motion), “Take Time” (sharpen your organizational and record keeping skills) and finally to “Take Advantage” of lower cost options and special offers to save money on product and service purchases.

To get to where you want to go, you first have to understand where you are now. We help you gauge this, honestly and accurately. Our easy-to-use financial templates are a useful framework for bringing together your financial information, and our Habits and Patterns Identifier template will guide you in identifying your financial habits, both good and bad. 

Once you really get a handle on where you are financially, you can consider how to make improvements. We help you consider alternatives to manage your personal cash flow. We share with you the methods to identify and set attainable goals, and set up a personal financial plan which will allow you to develop action plans to start doing the positive things that will make an immediate positive impact upon your financial health. We will walk you through developing the action plans and how to make them work for you. Whatever your goals, from reducing your monthly expenses to increasing your income, or how to plan for a vacation, buy a car or a house, or how to plan for retirement, the methods encompassed in this program will help you achieve your financial objectives.

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