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In this exclusive bundle, you will gain access to the three tools and courses you need to audit and review your finances, plus create a comprehensive annual plan!



Frequently Asked Questions



What is included in this bundle purchase?

You will get access to The Personal Finance Dashboard, 4 Week Financial Plan, and the Year End Financial Review Masterclass!



What is The Personal Finance Dashboard?

The Personal Finance Dashboard is my signature financial planning tool! Learn how to manage and track every corner of your finances, and gain access to a 360° view of your financial future. Join thousands of others taking their financial power back with the PFD!



What is The 4 Week Financial Plan?

A comprehensive roadmap to creating an annual plan for your finances! Over 4 weeks, learn how to effectively audit your accounts, build a comprehensive budget, set financial goals, and create a system that works for you. This course pairs beautifully with The Personal Finance Dashboard!



What is The Year End Financial Review Masterclass?

Inside this pre-recorded masterclass, I walk you through 4 phases to review and assess your finances from this year. You will walk away with tactical tips and steps to completely audit your finances and prepare for a new year with a clean slate!