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  • Family Financial Vision Board

Family Financial Vision Board

Unlock the power of financial planning with our Family Financial Vision Board, designed to help you and your loved ones achieve your financial goals together. This comprehensive tool is perfect for families who want to take control of their finances, visualize their dreams, and make them a reality.
  • Last updated Jul 02, 2024
  • English (United States)
  • Translated to:

What you'll learn

 

I’m excited to help you and your family set and visualize your financial goals together. Attached, you'll find a step-by-step guide to creating a vision board that will not only inspire but also keep you focused on achieving your financial aspirations.

Here’s What You’ll Find in the Guide:

  • Materials Needed: A list of supplies to gather, including poster board, magazines, scissors, and more.

  • Step-by-Step Instructions: Detailed steps for creating your vision board, from setting up your workspace to displaying the final product.

  • Examples and Tips: Ideas for organizing your vision board and examples of how to layout and prioritize your goals.

What’s Next? Download the attached guide and gather your materials. Set aside some time with your family to brainstorm and start creating your vision board. This is a wonderful opportunity to discuss and prioritize your financial goals while having fun together!

Feel free to reach out if you have any questions or need further assistance. I'm here to support you every step of the way.  [email protected]

Congratulations on taking this proactive step towards your family’s financial future. I can’t wait to hear about your vision board and the goals you’ll set together!

Nancy Ward
Financial Coach and founder of the Weekly Debt Plan
[email protected]

Website: www.weeklydebtplan.com
Store: stan.store/weeklydebtplan
Resources:  linktr.ee/weeklydebtplan

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Content

Gather your family and start working with your family on your Family Financial Vision Board.

Requirements

A little bit of time with your family and the resources needed in the course (tape, photos, etc.)

Creator

Nancy Ward is a financial professional with a Bachelor of Business Administration degree and a Graduate of the Financial Coach Academy. With her passion for financial management and a deep understanding of data analysis, Nancy specializes in helping clients achieve their financial goals through strategic debt payoff plans.
 
Her ability to break down intricate financial information into actionable strategies and steps has earned her a reputation for delivering results. Nancy understands the importance of personalized solutions and how the client's success in achieving their financial goals can significantly reduce their financial and personal stress.
 
Nancy's dedication to her craft and commitment to continuous learning have enabled her to stay at the forefront of the ever-evolving financial landscape. She recognizes that every client's financial situation is unique and requires a tailored approach.

Family Financial Vision Board
$ 5.00 USD
CV: 2 QV: 5 SV: 3

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  • Learners1
  • Sections1
  • Lessons1
  • Skill LevelBasic
  • Language English (United States)
  • Certificate No
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