This financial foundations for investing workbook is a great place to organize your finances, create a budget, create a debt payoff plan, track your net worth, set your goals, find helpful calculators, and more! If you’re feeling scattered with your financial life, wanting to direct more towards investing or other goals, then this will help you get there. The video shows you how to use the financial workbook!
About Maggie Gomez, Certified Financial Planner
Maggie is a Certified Financial Planner who’s worked for Charles Schwab, Morgan Stanley, and E*Trade. After realizing only wealthy individuals had access to quality financial advice she left to create her own company, “Money with Maggie,” where you can receive help regardless of your net worth. She’s created over 90 finance and investing videos on her YouTube channel, offers 1:1 sessions, and has a course to help beginners get invested with confidence. Her goal is to make it easier for people to start investing sooner and she does just that as she walks us through the financial foundations for investing.
Establishing Your Financial Foundation
Sorting through our finances can be overwhelming. With so many things to accomplish, it’s difficult to know how to prioritize it all. This video explains the important things to have in place before investing and helps you understand what to tackle and in which order to make the biggest impact long term.
Financial Foundation Workbook Tutorial with Maggie Gomez
Financial Workbook Template from Money with Maggie
Download the workbook below and follow the video tutorial to lay your financial foundation!
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