Post on 28-Jul-2020
ELIMINATING
FINANCIAL
CLUTTER & STRESS
• Dr. Cozette M. White
• Coined “Your Financial Physician”
• My Financial Home Enterprises
• Established in 2001
• Financial Planner and Tax Accountant
• Global financial firm providing accounting, tax and financial
management services for businesses and individuals
• Personal Finances – bootcamps, debt elimination & more
• Amazon Bestseller - Attracting The Best…Wealth, Prosperity,
and Abundance in Your Life Now!
• Reside in Southern California
• Enjoys, traveling, reading, and outdoor activities.
• Mother of two - Briana M. and Roderick J.
IT'S NOT THE WORK
THAT'S HARD,
IT'S THE DISCIPLINE ANONYMOUS
TODAY’S AGENDA
WHO IS THIS PRESENTATION FOR?
WHAT DOES THAT MEAN
TOTALLY FINANCIALLY
DISORGANIZED
JUST ENOUGH TO
PAY MY BILLS
INVESTMENT
CONFUSION
WHY I CARE?
Rx CURES YOUR
FINANCIAL STRESS
Being in control of your finances is both
empowering and necessary.
When you can keep this part of your life well-managed, you
prevent unnecessary stress and worries.
BE MOTIVATED
KNOW YOUR SPENDING HABITS
KEEP TRACK OF WHERE YOUR MONEY GOES, AND EVERY PLACE IT GOES TO
TEXT “FINANCES”
805-719-7682 GET YOUR FREE
GIFT
TRACK EVERYTHING
TRACK YOUR CASH TOO
CATEGORIZE YOUR SPENDING
TRACKING IS MADE EASIER WHEN THERE IS A LOGICAL SYSTEM TO FOLLOW
USE A SPREADSHEET
USE AN APP
PERSEVERE NO MATTER WHAT
TRACKING YOUR FINANCES IS NO EASY CHORE, BUT IT GETS MORE MANAGEABLE
WITH PRACTICE
• Keep on going, even when you
want to just forget about it.
• After a while, seeing the benefits
(and money savings) will be all the
motivation you need.
Questions
FINAL THOUGHTS
www.MyFinancialHome.com