Balanced Money Toolkit Access | Centered Financial

Everything you need to make sense of your money and start your own financial plan

Financial planning is all about balance and it is important to go at your own pace. If you’re not quite ready to start working with a Centered Financial professional, this toolkit will help you get started on your own. The toolkit provides the education and tools you need to organize your money and start making progress toward your financial goals.

Get organized with the 5 steps E-book

Create vision with the Balanced Money Goals Worksheet

Build structure with the Minimalist Account Checklist

Track progress with your personal planning dashboard

Start investing with CF + Betterment

Eliminate debt with the Debt Payoff Worksheet

Get access to The Balanced Money Toolkit now!

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