How to DIY Your Financial Plan Guide
Everything you need to know to begin your journey to managing your money better!
Here's what's included in the DIY Your Financial Plan Guide :
Create Your Financial Blueprint: Learn how to set clear goals, budget effectively, build an emergency fund, and plan for major expenses.
Grow and Protect Your Wealth: Master debt payoff strategies, retirement savings, basic investing, and protecting your finances with insurance and estate planning.
Stay on Track with Proven Tools: Access recommended apps, platforms, and tips for regular financial check-ins to adjust your plan as life evolves.
"You don't know what you don't know"
Resources like this help make you aware of how to shape your financial goals and know there are more options. You don't know what you don't know!
"I didn't know there were websites to help you organize everything"
Learning that there was a place I can go online to put all my money in one place was interesting. I didn't know there were websites for that.
"I feel an urgency to try harder"
We hear about the stocks and stuff but it's always like get started. Knowing the shift in public and private I feel an urgency to try harder to learn how I can get better.
Tremaine Wills, MBA, CFEI, AIF is the Lead Financial Planner and Financial Literacy Advocate at Mind Over Money. She has dedicated her career to educating and empowering people to manage their money better so they can get back to enjoying life and walk in their purpose.
Through her approachable yet strategic style, Tremaine has helped countless clients break free from financial stress, eliminate debt, and build wealth using proven systems. Her mission is to help 1,000,000 people become accredited investors and grow their net worth to $1,000,000+
We make finance simple, engaging and relatable! Enjoy the resources. We hope that these tools help you reach your next financial milestone.