Take immediate action toward achieving your financial goals with a collection of practical and easy-to-use worksheets, checklists, and other tools in your customized wealth plan!
In the Clever Girl Finance Workbook, My Wealth Plan, renowned personal finance educator Bola Sokunbi delivers a practical toolkit that empowers you to strategically lay out your long-term financial plans and take immediate action on your financial goals. Sokunbi provides you with custom Q&A pages, financial worksheets, and checklists in which you can enter your personal answers and strategize your next steps.
The tools in this workbook are organized in an intuitive and easy-to-find way, making it easy to fine tune your plans without becoming overwhelmed. You'll discover how to:
Organize your financial records, track and assess your spending, calculate your net worth, define your money values, and set your financial goals Craft a functional budget to help you repay debt or build your savings Improve your credit, ensure you have the right insurance, and take advantage of the investment opportunities available to you Layout your strategy to earn more in your career and/or through a side hustle And much more
Perfect for women who want to improve their financial knowledge and literacy, the Clever Girl Finance Workbook is also ideal for anyone looking for the tools they need to take immediate action to improve their personal finances. Use it as a companion to the Clever Girl Finance book series or as a standalone financial planning guide!
By:
Bola Sokunbi (Clever Girl Finance)
Imprint: John Wiley & Sons Inc
Country of Publication: United States
Dimensions:
Height: 246mm,
Width: 173mm,
Spine: 28mm
Weight: 522g
ISBN: 9781394266913
ISBN 10: 139426691X
Pages: 336
Publication Date: 10 December 2024
Audience:
General/trade
,
ELT Advanced
Format: Paperback
Publisher's Status: Active
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
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.
