Clever Girl Finance My Wealth Plan Workbook

Informationen zum Autor Bola Sokunbi is a Certified Financial Education Instructor (CFEI), investor, finance expert, speaker, podcaster, influencer, and the founder and CEO of Clever Girl Finance, one of the largest personal finance platforms for women in the U.S. Through her platform, Bola empowers women to achieve financial success and independence. Klappentext Take Charge of Your Finances Starting Today with This Hands-On Financial Workbook! My Wealth Plan Workbook is the perfect companion to Clever Girl Finance: Ditch Debt, Save Money and Build Real Wealth and the other books in the Clever Girl Finance series. Designed to help you take immediate, practical action on your financial journey, this workbook is packed with worksheets, checklists, and Q&A pages to organize your finances, track spending, and more. Inside you'll find tools to: Lay out your money beliefs and identify and reshape your money mindsetOrganize your financial records, track your spending, calculate your net worth, define your values, and set goalsCreate practical and realistic budgets, debt repayment plans, and savings and investment plansDevelop a solid investment strategy, even as a beginnerTake essential steps to improve your credit and protect your future with the right insurance With space for personal reflections and answers to chapter exercises from the Clever Girl Finance books, this workbook ensures you can put everything you learn into action. It's the essential resource for those just starting out, as well as anyone looking to take control of their finances and build real wealth. Inhaltsverzeichnis About the Author ix Also by Bola Sokunbi xi Acknowledgments xiii Welcome to Your Wealth Plan Workbook! xv How to Use This Workbook xvii Committing to Yourself: The Clever Girl Finance Creed xix Workbook Completion Checklist xxi Part I: Financial Foundations 1 Chapter 1: Your Money Story 3 Chapter 2: Letting Go of Your Money Mistakes 13 Chapter 3: Dream Big: Affirming Yourself to Wealth 19 Chapter 4: Shifting Your Circle of Influence 23 Chapter 5: Getting Your Financial Records in Order 27 Chapter 6: Tracking Your Spending 33 Chapter 7: Breaking Up with Your Bad Money Habits 41 Chapter 8: Your Net Worth 45 Chapter 9: Your Core Values 49 Chapter 10: Your Financial (and Life) Goals 53 Chapter 11: Your Budget 57 Chapter 12: Paying Down Your Debt (Credit Cards, Student Loans, etc.) 69 Chapter 13: Your Credit 85 Chapter 14: Protecting Yourself (Insurance) 91 Chapter 15: Asking for More Money 97 Chapter 16: Your Self- Care 101 Part II: Investing 107 Chapter 17: Your Investing Mindset 109 Chapter 18: Preparing to Invest 113 Chapter 19: Researching Your Investments 133 Chapter 20: Making Your Investments 153 Chapter 21: Investing for Retirement 161 Chapter 22: Checking In on Your Investments 173 Part III: Side Hustles 177 Chapter 23: Preparing for a Side Hustle 179 Chapter 24: Laying Out Your Business Idea 187 Chapter 25: Beginning Your Business Plan 195 Chapter 26: Branding and Marketing Your Business 209 Chapter 27: Your Business Finances 227 Chapter 28: Business Metrics to Track 247 Chapter 29: Your Dream Team 253 Part IV: Choosing to Prosper 257 Chapter 30: Making the Intentional Choice to Prosper 259 Chapter 31: Who You Are 261 Chapter 32: Coming of Age 265 Chapter 33: Your Career Journey 269 Chapter 34: Taking Leaps of Faith 273 Chapter 35: Empowering Others Despite the Naysayers 277 Chapter 36: Choosing a Rich Partner 279 Chapter 37: Stepping Outside Your Comfort Zone 283 Chapter 38: Beating Imposter Synd...

Auteur

Bola Sokunbi is a Certified Financial Education Instructor (CFEI), investor, finance expert, speaker, podcaster, influencer, and the founder and CEO of Clever Girl Finance, one of the largest personal finance platforms for women in the U.S. Through her platform, Bola empowers women to achieve financial success and independence.

Texte du rabat

Take Charge of Your Finances Starting Today with This Hands-On Financial Workbook! My Wealth Plan Workbook is the perfect companion to Clever Girl Finance: Ditch Debt, Save Money and Build Real Wealth and the other books in the Clever Girl Finance series. Designed to help you take immediate, practical action on your financial journey, this workbook is packed with worksheets, checklists, and Q&A pages to organize your finances, track spending, and more. Inside you'll find tools to:

• Lay out your money beliefs and identify and reshape your money mindset
• Organize your financial records, track your spending, calculate your net worth, define your values, and set goals
• Create practical and realistic budgets, debt repayment plans, and savings and investment plans
• Develop a solid investment strategy, even as a beginner
• Take essential steps to improve your credit and protect your future with the right insurance With space for personal reflections and answers to chapter exercises from the Clever Girl Finance books, this workbook ensures you can put everything you learn into action. It's the essential resource for those just starting out, as well as anyone looking to take control of their finances and build real wealth.

Contenu

About the Author ix

Also by Bola Sokunbi xi

Acknowledgments xiii

Welcome to Your Wealth Plan Workbook! xv

How to Use This Workbook xvii

Committing to Yourself: The Clever Girl Finance Creed xix

Workbook Completion Checklist xxi

Part I: Financial Foundations 1

Chapter 1: Your Money Story 3

Chapter 2: Letting Go of Your Money Mistakes 13

Chapter 3: Dream Big: Affirming Yourself to Wealth 19

Chapter 4: Shifting Your Circle of Influence 23

Chapter 5: Getting Your Financial Records in Order 27

Chapter 6: Tracking Your Spending 33

Chapter 7: Breaking Up with Your Bad Money Habits 41

Chapter 8: Your Net Worth 45

Chapter 9: Your Core Values 49

Chapter 10: Your Financial (and Life) Goals 53

Chapter 11: Your Budget 57

Chapter 12: Paying Down Your Debt (Credit Cards, Student Loans, etc.) 69

Chapter 13: Your Credit 85

Chapter 14: Protecting Yourself (Insurance) 91

Chapter 15: Asking for More Money 97

Chapter 16: Your Self- Care 101

Part II: Investing 107

Chapter 17: Your Investing Mindset 109

Chapter 18: Preparing to Invest 113

Chapter 19: Researching Your Investments 133

Chapter 20: Making Your Investments 153

Chapter 21: Investing for Retirement 161

Chapter 22: Checking In on Your Investments 173

Part III: Side Hustles 177

Chapter 23: Preparing for a Side Hustle 179

Chapter 24: Laying Out Your Business Idea 187

Chapter 25: Beginning Your Business Plan 195

Chapter 26: Branding and Marketing Your Business 209

Chapter 27: Your Business Finances 227

Chapter 28: Business Metrics to Track 247

Chapter 29: Your Dream Team 253

Part IV: Choosing to Prosper 257

Chapter 30: Making the Intentional Choice to Prosper 259

Chapter 31: Who You Are 261

Chapter 32: Coming of Age 265

Chapter 33: Your Career Journey 269

Chapter 34: Taking Leaps of Faith 273

Chapter 35: Empowering Others Despite the Naysayers 277

Chapter 36: Choosing a Rich Partner 279

Chapter 37: Stepping Outside Your Comfort Zone 283

Chapter 38: Beating Imposter Syndrome 285

Chapter 39: Celebrating Yourself 287

Chapter 40: Intentionally Choosing to Prosper Moving Forward 291

Chapter 41: You Did It! 293

Index 295