Workbook: Your Journey to Freedom

Eight years ago I had -$48k to my name and spent money like I was a Kardashian, even though I made $25k/year. I knew nothing about investing. I was living paycheck to paycheck in NYC, one of the most expensive cities in the country, and YOLO-ing my money away.

Fast forward to today and my net worth is up to +$200k, I'm a self-taught DIY investor, and an index fund-obsessed girlie.

It should NOT have taken me 8+ years to get here. If I'd known a few simple strategies about investing and goal setting I could've gotten where I am much sooner.

That's why I put these strategies in an easy-to-follow workbook, so it doesn't take you 8 years to build wealth.

In this workbook you'll learn:

1. The Power of Compounding: I'll show you why and how a $300/mo savings rate can turn into half a million dollars.
2. How to Plan Short, Medium, and Long Term Goals: Did you know that writing down your goals makes you 42% more likely to achieve them? If you struggle with motivation or visualizing the kind of life you want to live, these goal worksheets will help you build your dreams.
3. How to Choose the Right Investments: Ever been in a conversation with someone talking about "mutual funds" and you nod along but are internally scratching your head? No more! This workbook will walk you through common types of investments and which ones pair nicely with your goals. Think of your investments as a glass of Pinot Noir and your goals as a rib-eye steak. Yum.
4. Why Goal Tracking Keeps You Motivated: One of the biggest benefits of goal tracking is visualizing your success. This workbook's daily, weekly, monthly, and yearly trackers will show you how well you're sticking to your goals.
5. How to Align Your Goals to a Budget: A budget is one of the best tools for building financial freedom. Use this workbook's template to see how your goals fit in with your overall spending.
6. How Much You're Learning with a Bonus Quiz: Testing your knowledge has been shown to increase learning retention by 75%. Take the bonus quiz to see how well you've picked up on the concepts in this workbook.