Elevate Yourself in 2024
The Ultimate Personal Finance Dashboard to help you navigate your finances with Ease & Confidence!
A Sneak Peak at the Ultimate Personal Finance Dashboard
Say goodbye to financial chaos! This dashboard is like having a financial GPS—it shows you exactly where your money’s at and where it’s going. Perfect for busy adults who want to keep their money game strong without the headache.
Ever wonder where all your money goes? Our dashboard doesn’t just track your spending; it's like a financial detective that highlights where you can save. Perfect for anyone ready to level up their savings game and enjoy more of the good stuff in life.
Dreaming of that epic vacation or a new car? This dashboard is your financial cheerleader, helping you track every dollar towards your goals. Visualize your progress and make those dreams a reality, one smart step at a time.
Imagine managing your money without the migraine – our dashboard turns the jumble of finances into neat, colorful charts and graphs, offering you the insights of a financial planner without the hefty fees.
Bank Accounts
Financial Goals
Budget Tracker
Spending Tracker
Sinking Funds
Debt Elimination
Retirement Planner
Home Buying
Net Worth Tracker
What's Included?
A Personal Finance Template with 10 finance tabs
Bank Account Management:
Monitor all bank balances and transactions in one place.
Budget Tracker:
Personalized budget tracking,
categorize spending for financial goal alignment.
Bill Calendar:
Manage due dates, set reminders to never miss payments.
Debt Elimination:
Prioritize and track debt payoff, visualize journey to freedom.
Sinking Funds Organizer:
Allocate funds for specific future expenses and savings goals.
Retirement Tracker:
Estimate savings needs, track progress towards retirement goals.
Home Purchase Planning:
Budget for down payments, calculate mortgage for home buying.
Net Worth Tracker:
Input assets and liabilities for a clear financial overview.
and I've spent the past 13 years in the financial world. I'm a Financial Advisor & Business Coach that quickly noticed that while a lot of ambitious professionals deeply want to build wealth, there's an obstacle that's constantly slowing down the process.
That obstacle? Having the income and money to actually buy assets that help people grow wealth. And sadly, that "stable" 9 to 5 is often not enough. What’s the point of organizing finances if there’s not enough of it to go around?
Today, I empower others through digital products, courses, & coaching to feel confident about their financial future. I’m here to help you manage your personal finances, grow your investments, & take your business from idea to income!
"My coaching style can be described as where the heart of a teacher, meets the mind of a business owner meets the passion of a life coach."
Here are some of the most common questions about
the Personal Finance Dashboard.
Once you've completed your purchase, you'll get an email confirming your order along with a download link for your Personal Finance Dashboard. If you don't see the email right away, be sure to peek in your junk/spam folders!
Your download is designed for your personal use only. We rely on your integrity to avoid copying and sharing the files. If others are interested, we kindly ask that they purchase their own copies to support The Cultures CFO. Your support helps us continue crafting top-notch spreadsheets and quality services for all our users!
Do not copy or distribute the products of The Cultures CFO either for free or commercially. This is for your personal use only.
We've prepared a video tutorial to help you set the dashboard up. Also, a Microsoft Excel version of the dashboard will be available in early February 2024. If you have any further questions, please contact us!
Given the digital format of our Dashboard, all sales are final and non-refundable. We're committed to addressing your concerns, so please don't hesitate to contact us with any issues you encounter.
Absolutely! Your purchase includes free version updates. If we make any changes or improvements, we will email you a new download link.
Helping people organize their personal finances, grow their assets, and take their idea to income.
support@theculturescfo.com
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