Financial Counselor Notebook

09/03/2025

Having a monthly budget is really empowering. The goal is to spend less than you make. Start with your bank statement, credit card statement and a pay stub! Let’s look at the numbers! The data gathering sheet helps you pull it together!

07/03/2018

Www.financialcounselornotebook.com is so helpful if you want to stay married. Communication between spouses is critical!

Play the Money Game and Win! The Financial Counselor Notebook is a personal financial organizer which contains everything you need to give direction and focus to your financial life.This easy-to-use notebook contains over 50 pages of forms, worksheets, goal setting ideas, tax and credit card informa...

17/08/2016

https://payhip.com/b/9phb A little good advice can go a long way and this tool can help you be more financially successful, and happier in life too. A happy wife is a happy life!

The Financial Counselor Notebook contains everything you need to give direction and focus to your financial life.It helps single people stay in control of their finances, and it is an essential tool for organizing and sharing financial information between ...

29/12/2015

A little GOAL SETTING can be a great way to start 2016!
http://www.fcn.com/goalsetting.htm

“America was founded on the principle of “We the people, in order to form a more perfect Union...” Not under the premise “We the government, in order to form more perfect people...”

24/03/2012

You feel better about your finances when your estate planning documents are in place, and you are living within your means! Women are happier when we can see a future we are working towards! It helps us stay in a marriage...

17/10/2011

This actuary has got it right! http://www.youtube.com/watch?v=da3aGahLLQQ&feature=colike

This is a 6 minute trailer for our DVD/workbook titled The Quest: For Long Life, Health and Prosperity. It offers simple, effective retirement planning strat...

22/06/2011

People love to learn from Videos! Can You Tube be a helpful way to connect with people?

Learn about finances with Melissa Shaw. Understand how Income Allocation, Risk Management, Investments, Tax Planning, Retirement Planning and Estate Planning...

20/06/2011

Kids are out of school now, and it's time for a vacation and a family memory! What should we do?? A vacation? A "Staycation?" (Stay close to home but still make it a vacation!) When your finances are organized you feel safe enough to enjoy a vacation!!

17/03/2011

When you're doing your estate planning, and you don't have all the right people in your family to be the successor trustee for your living trust, talk to USAA TRUST SERVICES. They consistently give good advice and are very helpful. You can use the trust services even if you aren't a military family.

17/03/2011

Having your finances work well means there is time for fishing and other pursuits!