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The Pocket Financial Plan - Veteran Wealth Partners
pocket financial plan by veteran wealth partners

The Pocket Financial Plan

$10.00

Designed for entrepreneurs and small business owners, this 6-page interactive plan helps you simplify how you review, assess, and plan your strategy for financial freedom. It takes the standard 40+ financial plan and simplifies it to what will help you keep the most important things at the forefront of your mind so you can measure and achieve success on your terms.

• Calculate your net worth
• Take charge of your own finances by creating your spending plan, instead of being beat down by unrealistic budgets.
• Rediscover your “why” and align your short-term, mid-term, and long-term goals accordingly
• Create more ways to increase revenue
• And create actionable steps to start living the life you want now.

 

By purchasing this book, you agree to our Terms + Conditions.

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Description

Designed for entrepreneurs and small business owners, this 6-page interactive plan helps you simplify how you review, assess, and plan your strategy for financial freedom. It takes the standard 40+ financial plan and simplifies it to what will help you keep the most important things at the forefront of your mind so you can measure and achieve success on your terms.

• Calculate your net worth
• Take charge of your own finances by creating your spending plan, instead of being beat down by unrealistic budgets.
• Rediscover your “why” and align your short-term, mid-term, and long-term goals accordingly
• Create more ways to increase revenue
• And create actionable steps to start living the life you want now.

The contents of the pocket financial plan may not be reproduced, stored in a retrieval system, or transmitted in any form or by any means, mechanical, electronic, photocopying, recording, or otherwise, without written permission from Veteran Wealth Partners.

By purchasing this book, you agree to our Terms + Conditions.

Additional information

Terms + Conditions

The contents of the pocket financial plan may not be reproduced, stored in a retrieval system, or transmitted in any form or by any means, mechanical, electronic, photocopying, recording, or otherwise, without written permission from Veteran Wealth Partners.

By purchasing this book, you agree to our Terms + Conditions.

Terms + Conditions

Registration + Use

Upon purchase, each workbook will be registered to the shipping recipient and his/her small business.

Copyright

All rights reserved. The contents of The Pocket Financial Plan may not be reproduced, shared, stored in a retrieval system, or transmitted in any form or by any means, mechanical, electronic, photocopying, recording, or otherwise, without written permission from Veteran Wealth Partners.
You\\'ll get as much out of this as you put into it. Kinda like school.
Veteran Wealth Partners does not guarantee any specific results, savings, or success from the content of The Pocket Financial Plan. We have done our best to offer honest advice, simple guidelines, and helpful information based on our personal experiences as financial literacy educators, but what is shared is neither foolproof nor the end-all-be-all of the financial planning process. Furthermore, building an effective financial plan doesn\'t guarantee financial success; there are MANY things that contribute to a small business\'s success, including (but not limited to): an amazing product, top-notch customer service, realistic expectations, and the flexibility to give the market what it demands. If you choose to follow this plan, you are doing so with the understanding that Veteran Wealth Partners does not guarantee any result, and as such will not be held liable for any actions or results that do or do not happen.

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