personal finance success pack eyo 1 | Stepping Stones to FI (2024)

personal finance success pack eyo 1 | Stepping Stones to FI (1)

Sweet!

Your Personal Finance Freebie is on it’s way to your inbox as we speak. But….

If you work hard and save money, yet somehow it just keeps slipping away, keep scrolling…

personal finance success pack eyo 1 | Stepping Stones to FI (2)

What if you knew exactly how to take control of your finances such that:

  • You knew exactly where your money was and how to spend and save every dollar
  • Money no longer dictates your decisions
  • You open your credit card statement and see a zero balance
  • You don’t have to worry about taking time off work because you now have the freedom to skip a paycheck or two….

Because if you’ve been stuck in the paycheck-to-paycheck cycle, missing out on time with your loved ones, missing dance recitals and baseball games because you’re too busy bringing in the dough, it’s time for a change…..

You’re earning a solid income and yet it still feels like you’re stuck at $50k. Your expenses keep growing right along with your income. And the worst part is, you may not even realize it.

But I’m here to tell you, it’s not your fault.

You see, keeping up with the Joneses is hard work. You feel the pressure to overspend from society, guilty that your neighbor has a new Tesla and remodeled kitchen while you’re still driving the beat up minivan with rust all over the bottom.

What you need is a clear financial path to follow, written by someone that has taken this journey and successfully reached the other side.

(without feeling frugal and deprived)

Know exactly what you need to do to take control of your money and achieve your financial goals….

….even if you’re short on time and have no idea where to start

You thought that personal finance was simple. All you had to do was earn more than you spend….

only to find that your savings just isn’t budging.

You know that budgeting is an important step to saving more money. You’ve even tried it a time or three, only to find that it was just too overwhelming and time consuming. The thing is, it’s hard to stay focused and motivated when you can’t see the forest through the trees.

Your financial goals are so much more than just a budget you have to keep updating.

Rather than focus on a single financial goal, you need a complete overview of your journey to financial security so you know where you are headed.

A collection of personal finance workbooks, checklists and forms that step you through the process to save more money and build wealth. Easily follow the defined path to go from disorganized finances and unclear financial future to financial security and freedom.

personal finance success pack eyo 1 | Stepping Stones to FI (3)

What’s inside the Complete Personal Finance Success Pack:

personal finance success pack eyo 1 | Stepping Stones to FI (4)

80+ pages of pdf workbooks, checklists and more

19 personal finance stepping stones that outline the path you can follow to take control of your money and achieve your financial goals

Clear instructions and resources every step of the way

And let’s not forget about the bonuses……

We all have that little voice in our head that tells us we don’t know enough. We don’t have the skills, experience, tools or information to take control of our money.

I call B.S.

I’ve included some special bonuses so you can tell that voice to shove it. You do have the tools, time and information to achieve even your biggest financial goals.

Bonus overview and checklist to visualize your financial journey and keep track of your progress.

personal finance success pack eyo 1 | Stepping Stones to FI (5)

Bonus:

How to Actually Achieve Your Financial Goals

Video Course

Follow these 18 science backed tips to make progress on even your biggest financial goals.

Bonus:

The Beginner’s Guide to Investing – What to know before getting started

Video Presentation

Learn the basics of investing so you can feel confident enough to finally get started.

personal finance success pack eyo 1 | Stepping Stones to FI (7)

And you can get instant access to this stepping path to financial success for just $17 little dollars, over 30% off the regular price.

personal finance success pack eyo 1 | Stepping Stones to FI (8)

The Complete Personal Finance Success Pack

Track your expenses and create a budget that works for you

Establish a plan to pay off debt and track your progress

Discover new ways to lower your expenses and save more money – even on a low income

Uncover your limiting beliefs about money that are holding you back and how to overcome them

Set your long and short term money goals and know exactly how to take action today

And so much more…..

What you pay today: $17

personal finance success pack eyo 1 | Stepping Stones to FI (9)

I’m Dawn…

As a widowed, full-time single mom that started from the very bottom, I’ve learned just what it takes to gain control of my money and follow the path to a secure financial future.

At my lowest point, I had no savings, no home, no job and no ability to earn a great income. And, I had a toddler to take care of.

Fast forward 10 years and I now earn a six figure income, own a rental property that brings in passive income every month, max out my retirement accounts every year and still have enough money saved to take a few years off of work.

I created The Complete Personal Finance Success Pack because I don’t want you to struggle as long as I did to start building your income and wealth. I want you to get started today and accomplish what I did, and more, in less time than it took me.

    With this collection of personal finance tasks you can know where you are headed, then start at step one and follow the pathway.

    Before you know it, you’ve stepped your way to achieving your biggest long-term financial goals.

    Because life really is better on the other side.

    Less stress, more time, and the financial freedom to live your best life.

    Questions that frugal-minded peeps like to ask about

    The Complete Personal Finance Success Pack….

    Don’t I already have access to the Resource Library and collection of personal finance worksheets? Why should I pay for what I already have access to?

    Great question, I’m so glad you asked that!

    While you do have access to the Resource Library, it doesn’t include all the worksheets in the Personal Finance Success Pack. Also, the printables from the Resource Library aren’t updated regularly. However, the Personal Finance Success Pack is up to date and you will receive notifications anytime I add or update forms.

    Save time and overwhelm by downloading everything together, organized to step you through the process to achieve your financial goals.

    Plus, you’ll instantly receive the bonuses, which are not available anywhere else.

    I don’t have a printer at home. Will this still work for me?

    Absolutely. There is no need to print the binder worksheets if you don’t want to. You can easily read and edit the pdf pages from any device. To edit, all you need is an app or tablet that allows you to write or type in pdf documents.

    You can print it off at a local office supply store if you would prefer to have it printed and kept in a physical binder. This makes for easier reference.

    Is everything available immediately?

    Yes! Everything is in digital pdf format and you’ll receive download links immediately after checkout, as well as in an email that includes all the links and information to download.

    Is this a one time payment?

    Yes, you receive everything at once for one low payment.

    What if I’m not happy with my pack?

    Due to the digital nature of this product, all sales are final.

    personal finance success pack eyo 1 | Stepping Stones to FI (2024)

    FAQs

    What is personal financial planning pdf? ›

    Page 2. Definition of PFP. Personal Financial Planning (PFP) is the continuous and integrative process of managing financial affairs (assets, liabilities, revenues and expenses) in a personal situation, developing strategies and taking actions to achieve life goals.

    What is the key to financial success course? ›

    In a typical Keys to Financial Success course, students learn the knowledge, skills, and processes required to make sound financial decisions and manage their own personal finances.

    What is the #1 rule of personal finance? ›

    #1 Don't Spend More Than You Make

    When your bank balance is looking healthy after payday, it's easy to overspend and not be as careful. However, there are several issues at play that result in people relying on borrowing money, racking up debt and living way beyond their means.

    How to make a successful personal finance plan? ›

    9 steps in financial planning
    1. Set financial goals. A good financial plan is guided by your financial goals. ...
    2. Track your money. ...
    3. Budget for emergencies. ...
    4. Tackle high-interest debt. ...
    5. Plan for retirement. ...
    6. Optimize your finances with tax planning. ...
    7. Invest to build your future goals. ...
    8. Grow your financial well-being.
    Jan 5, 2024

    What are the 4 basics of financial planning? ›

    Use this step-by-step financial planning guide to become more engaged with your finances now and into the future.
    • Assess your financial situation and typical expenses. ...
    • Set your financial goals. ...
    • Create a plan that reflects the present and future. ...
    • Fund your goals through saving and investing.
    Apr 21, 2023

    What is the summary of a personal financial plan? ›

    A financial plan documents an individual's short- and long-term financial goals and includes a strategy to achieve them. The plan should be comprehensive and highly customized. It should reflect an individual's personal and family financial needs, investment risk tolerance, and plan for saving and investing.

    What are 3 steps to financial success? ›

    Get started on path to financial success with these three steps: determining budgets, tracking spending, and creating realistic savings goals.

    What are the first 4 steps to financial success? ›

    4 Steps to Financial Success
    1. Step 1: Know Your Numbers. Comparing your income to monthly payments will help you budget for savings. ...
    2. Step 2: Protect What's Yours. Insurance is the best defense against the unexpected. ...
    3. Step 3: Fund Your Future. How do you see your retirement? ...
    4. Step 4: Build Your Wealth.

    How to succeed financially in life? ›

    1. Choose Carefully.
    2. Invest In Yourself.
    3. Plan Your Spending.
    4. Save, Save More, and. Keep Saving.
    5. Put Yourself on a Budget.
    6. Learn to Invest.
    7. Credit Can Be Your Friend. or Enemy.
    8. Nothing is Ever Free.

    What is the 80% rule personal finance? ›

    YOUR BUDGET

    The 80/20 budget is a simpler version of it. Using the 80/20 budgeting method, 80% of your income goes toward monthly expenses and spending, while the other 20% goes toward savings and investments.

    What are my 2 golden rules of personal finance? ›

    Pay yourself first (i.e. as soon as you get paid, transfer a little bit of money - it could be $20 - to your savings account before spending anything) Create a budget. Increase your income.

    What is the golden rule of money? ›

    Before we dive into the details, let's first understand the concept of the golden rule of saving money. Simply put, it states that you should always save a portion of your income before spending it.

    What are the 5 C's of personal finance? ›

    Called the five Cs of credit, they include capacity, capital, conditions, character, and collateral. There is no regulatory standard that requires the use of the five Cs of credit, but the majority of lenders review most of this information prior to allowing a borrower to take on debt.

    What is the 50 rule in personal finance? ›

    The 50-30-20 rule recommends putting 50% of your money toward needs, 30% toward wants, and 20% toward savings.

    What is the trick to managing personal finances? ›

    Pay your bills on time every month.

    Paying bills on time is an easy way to manage your money wisely, and it comes with excellent benefits: It helps you avoid late fees and prioritizes essential spending. A strong on-time payment history can also lift your credit score and improve your interest rates.

    Which is the best definition of personal financial planning? ›

    Financial planning is the process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your goals. As a result, financial planning often delves into multiple areas of finance, including investing, taxes, savings, retirement, your estate, insurance and more.

    What are the 5 steps of the personal financial planning process? ›

    With or without a financial planner, you can whip up your plan in five easy steps.
    • Step 1: Assess your financial foothold. ...
    • Step 2: Define your financial goals. ...
    • Step 3: Research financial strategies. ...
    • Step 4: Put your financial plan into action. ...
    • Step 5: Monitor and evolve your financial plan.

    What are the 5 importances of personal financial planning? ›

    Expenditure, income, savings, investments, and protection are the five areas that are critical to shaping your personal financial planning.

    What is meant by personal financial planning process? ›

    In short, personal financial planning provides you with a long-term strategy for your financial future, taking into consideration every aspect of your financial situation and how each affects your ability to achieve your goals and objectives.

    Top Articles
    Latest Posts
    Article information

    Author: Arline Emard IV

    Last Updated:

    Views: 6442

    Rating: 4.1 / 5 (72 voted)

    Reviews: 95% of readers found this page helpful

    Author information

    Name: Arline Emard IV

    Birthday: 1996-07-10

    Address: 8912 Hintz Shore, West Louie, AZ 69363-0747

    Phone: +13454700762376

    Job: Administration Technician

    Hobby: Paintball, Horseback riding, Cycling, Running, Macrame, Playing musical instruments, Soapmaking

    Introduction: My name is Arline Emard IV, I am a cheerful, gorgeous, colorful, joyous, excited, super, inquisitive person who loves writing and wants to share my knowledge and understanding with you.