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.
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