Bonus Content Materials
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Asset Inventory Spreadsheet
Create a comprehensive inventory of all your assets. Organize them into broad categories like real estate, investments, personal property, insurance policies, and digital assets.
Personal Finance Coaches and Consultants
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Katy Almstrom
Money Mentor & Wealth Coach, Almstrom Financial Coaching
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Steven & Amanda Beckham
Money Coaches, With The Beckhams
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Nadia Vanderhall
Financial Planner, The Brands and Bands
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Lindsey Konchar
Financial Therapist, Coping With Lindsey
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Julia Myers
Financial Literacy Expert, Generational Wisdom
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Shanna & Julia
Finance & Budgeting Coaches, Budget Besties
Want to get your finances organized without feeling overwhelmed?
he 49 Smart Money Moves guide from Budget Besties is packed with simple, actionable tips—straight from real client sessions and years of coaching. These action items can help you budget better, save smarter, and reduce debt faster!
Whether you’re just starting out or need fresh ideas, this guide offers strategies to fit your lifestyle. The best part? It’s totally free!
What You’ll Get:
- 49 easy-to-implement tips to manage your money stress-free
- Steps to help you start a budget without feeling restricted
- Creative ways to save, even if you’re living paycheck to paycheck
- Quick strategies to cut unnecessary spending without cutting out the fun
Insurance Providers
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Claire Steiner
Insurance Broker, Steiner Financial Group
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Talita De La Rosa
Insurance Broker, National Life Group
Family and Relationships Coaches
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Becca Stackhouse Morson
Family Life Educator, Stacked Intent
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Josephine Chung
Life Coach & Counsellor, Flourish Well
Business Coaches and Consultants
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Sarah Neumann
Business Growth Strategist & Operations Expert, Elevation Consulting
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Lorna Whiteaker
Small Business Expert, Business Beyond The Shoebox