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Know Your Numbers Workbook

In this free series, we’ll send 3 quick and easy exercises right to your inbox:

  • Get crystal clear on your emergency fund numbers, savings goals and a debt repayment plan that works for you.
  • An exercise workbook that makes it easy to scribble down numbers and take notes.
  • Expert guidance from two CERTIFIED FINANCIAL PLANNER™ professionals
  • The confidence and clarity you need to feel better about your money.

Stop Googling the answers. Get clear on your #'s with help from the experts.

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While there are plenty of “money gurus” out there telling you how much to save and how to save it, we believe that money advice should come from the actual experts.

We’re two CERTIFIED FINANCIAL PLANNER™ professionals, which means we’ve completed our certification programs, passed a rigorous exam, and are required by law to work in the best interests of our clients and those we advise. (We’d do it anyways, but hey.)

As CERTIFIED FINANCIAL PLANNER™ professionals, we also know that, when you get a clear picture of how much you need to save, what you're saving for, and how far your money can go, you’ll feel clearer and more confident.

Did we mention it’s FREE?? No strings attached, either. We promise. Start saving more today — by knowing your numbers.

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