John Wiley & Sons Clever Girl Finance My Wealth Plan Workbook Cover Take immediate action toward achieving your financial goals with a collection of practical and easy-.. Product #: 978-1-394-26691-3 Regular price: $18.60 $18.60 Auf Lager

Clever Girl Finance My Wealth Plan Workbook

Your Personalized Plan to Ditch Debt, Save Money and Build Real Wealth

Sokunbi, Bola

Cover

1. Auflage November 2024
336 Seiten, Softcover
Wiley & Sons Ltd

ISBN: 978-1-394-26691-3
John Wiley & Sons

Weitere Versionen

epubmobipdf

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!

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.

B. Sokunbi, Clever Girl Finance