Clever Girl Finance My Wealth Plan Workbook - by Bola Sokunbi (Paperback)

Book Synopsis

Take immediate action toward achieving your financial goals with a collection of practical and easy-to-use worksheets, checklists, and other tools in your customized wealth plan!

In the Clever Girl Finance Workbook, My Wealth Plan, renowned personal finance educator Bola Sokunbi delivers a practical toolkit that empowers you to strategically lay out your long-term financial plans and take immediate action on your financial goals. Sokunbi provides you with custom Q&A pages, financial worksheets, and checklists in which you can enter your personal answers and strategize your next steps.

The tools in this workbook are organized in an intuitive and easy-to-find way, making it easy to fine tune your plans without becoming overwhelmed. You'll discover how to:

• Organize your financial records, track and assess your spending, calculate your net worth, define your money values, and set your financial goals
• Craft a functional budget to help you repay debt or build your savings
• Improve your credit, ensure you have the right insurance, and take advantage of the investment opportunities available to you
• Layout your strategy to earn more in your career and/or through a side hustle
• And much more

Perfect for women who want to improve their financial knowledge and literacy, the Clever Girl Finance Workbook is also ideal for anyone looking for the tools they need to take immediate action to improve their personal finances. Use it as a companion to the Clever Girl Finance book series or as a standalone financial planning guide!

From the Back Cover

Take Charge of Your Finances Starting Today with This Hands-On Financial Workbook!

My Wealth Plan Workbook is the perfect companion to Clever Girl Finance: Ditch Debt, Save Money and Build Real Wealth and the other books in the Clever Girl Finance series. Designed to help you take immediate, practical action on your financial journey, this workbook is packed with worksheets, checklists, and Q&A pages to organize your finances, track spending, and more.

Inside you'll find tools to:

• Lay out your money beliefs and identify and reshape your money mindset
• Organize your financial records, track your spending, calculate your net worth, define your values, and set goals
• Create practical and realistic budgets, debt repayment plans, and savings and investment plans
• Develop a solid investment strategy, even as a beginner
• Take essential steps to improve your credit and protect your future with the right insurance

With space for personal reflections and answers to chapter exercises from the Clever Girl Finance books, this workbook ensures you can put everything you learn into action. It's the essential resource for those just starting out, as well as anyone looking to take control of their finances and build real wealth.

About the Author

Bola Sokunbi is a Certified Financial Education Instructor (CFEI), investor, finance expert, speaker, podcaster, influencer, and the founder and CEO of Clever Girl Finance, one of the largest personal finance platforms for women in the U.S. Through her platform, Bola empowers women to achieve financial success and independence.