Financial Selfie Downloads

Financial Selfie Overview

Empowerment for Women: 

This tool holds transformative potential, especially for women. By making these numbers clear, it provides not just clarity but also a newfound confidence and empowerment at the end of each fiscal year. This is how you create your economic engine: by capturing data and integrating it into your daily choices.

Financial Selfie Sheet 2

The Heart: Detailed Asset Overview

The second sheet ushers you into the granular details of your financial landscape. Here, at the close of each year, you'll catalog your monetary assets, breathing life into four distinct Asset Classes: Liquid, Performing, Stuck, and Negative. This process isn't just about numbers; it's a revelation—a crystal-clear lens through which your financial portrait comes into focus. This clarity empowers you to make informed, life-altering decisions, tailored to your unique needs and aspirations. Before seeking external advice, this sheet, alongside the insights from my book, equips you with the knowledge to engage meaningfully with advisors, ensuring that any external guidance complements your financial vision perfectly.

Mind Money Journal

The Soul: Capturing Mind Money

The third sheet is where the Financial Selfie transcends traditional financial planning, venturing into the realm of 'Mind Money'. This innovative approach, as detailed in my book, recognizes and catalogues your investments in eight crucial life areas I call 'GEMPICKS': Gratitude, Experience, Mentorship, Physical, Insights, Community, Knowledge, and Skills. Drawing from the principles of behavioral psychology, this revolutionary journaling method not only nurtures self-esteem and confidence but also quantifies your intangible investments. Each recorded activity is assigned a base value of $10, although the actual value can significantly exceed this, depending on your investment in that activity.