The Workbook
Table of Contents
Step 1: Set Financial Goals
Step 2: Tracking Your Spending
Step 3: What Are You Worth?
Step 4: Find the Money to Meet Your Goals (Cash Flow)
Step 5: Choose the Right Investment
Step 6: Make the Most of Tax-Favored Savings and Deductions
Step 7: Preparing for the Unexpected Insurance and Estate Planning
Life & Money is a compilation of moving and inspirational stories and practical instruction to provide the tools needed for financial success.
Using the fundamental principals of Personal Financial Management, Jacobs helps the reader manage the inescapable link between life and money.
“In life, we have goals and dreams and in our society we almost always need money to make those goals and dreams a reality. In Life & Money, I’ve embraced that fact and provide the reader with tools to create financial success. Hopefully I’ve also encouraged them to hold tightly to their goals, dreams and values along the way.”
- Sheila Jacobs
Follow the link below to purchase Sheila Jacobs’ Life & Money workbook directly from the publisher’s website or through Barnesandnoble.com.
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Disclaimer
Life and Money Consulting is a minority woman business enterprise.
The Workbook
Step 1: Set Financial Goals
Step 2: Tracking Your Spending
Step 3: What Are You Worth?
Step 4: Find the Money to Meet Your Goals (Cash Flow)
Step 5: Choose the Right Investment
Step 6: Make the Most of Tax-Favored Savings and Deductions
Step 7: Preparing for the Unexpected Insurance and Estate Planning
Life & Money is a compilation of moving and inspirational stories and practical instruction to provide the tools needed for financial success.
Using the fundamental principals of Personal Financial Management, Jacobs helps the reader manage the inescapable link between life and money.
- Sheila Jacobs
Follow the link below to purchase Sheila Jacobs’ Life & Money workbook directly from the publisher’s website or through Barnesandnoble.com.