The Rich Miss Financial Planner Sneak Peek Worksheets

If Beyonce created a financial planner this would be it!! Ready to take your finances to the next level and start planning & managing your money like a pro. Get your sneak peek now.

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Here’s what you’ll find inside

Sample Monthly Planner Sheet (Undated)

Manage your finances flawlessly. The beautiful thing about this planner that it creates space to look at your personal and business finances all in one for a wholistic view.

Resource Guide

401K. IRA. BBD. What do all of these acronyms mean?? I know that finance concepts can make you go huh!! No worries, the resource guide will give you insight on key money concepts that you need to know as an ambitious women seeking financial security.

How to Track the Key Areas of Your Finances

Credit Score. Debt. Business Funding. Savings Goals. Investment Accounts. You can only grow what you track. A planner to track your budget is just one piece of the puzzle. In order to create financial freedom, we need to see the whole pie.

Financial Templates

No need to create financial statements from scratch. Use these easy to follow templates to better understand your money. Right now you may be the only or few people on your financial team, use this planner as the support you need.

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