S T R E T C H I N G T H E D O L L A R
Results-Driven
Caribbean Personal &
Business Financial Consultant
246.828.5519
RESOURCES
Here you'll find a range of educational and utilitarian resources to help you improve your personal or business financial condition in the shortest possible time. From short eBooks, to online courses, upcoming seminars and more. Some of these resources will be free while others will require payment of a modest sum. Either way, I give you my commitment that I will always focused on delivering exceptional value to you.
Latest Resources
Financial needs assessment form. Capture accurate information on details of earnings, NIS, PAYE, deductions to accurately determine the dollar earned and the dollar taken home.
Net Worth Statement.Complete an accurate Net Worth Statement on yourself. List all assets and note important details such as type of assets, rates of return and other terms.
List all liabilities and note important details such as interest rate and how it is calculated (effective rate), monthly/minimum payments and penalties
Analyze, review and update regularly
Budget Template. Reduce unnecessary expenses.
Keep track of your expenses
Develop a budget
Pay debts with highest interest and fees first
Manage entertainment and discretionary spending
Review budgeted against actual expenditures
Pay yourself first ! A part of each dollar earned should be yours to keep
Testimonials
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Samantha Jones, Project Manager