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Tutorials
SUITE.

 

Step-by-step videos and resources to help you master your money with industry-leading tools.

Mosaic Wealth Planner for
Google Sheets

 

It's never been easier (or faster) to budget. 

Fill in one setup tab and let the template do the heavy lifting - building you a fully year of budgets by paycheck with income, expenses, automatic saving/investing, and even bi-weekly mortgage payments pre-filled.

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Mosaic Wealth Planner
Hardcover

 

Pen and paper - classic and proven.

Learn how to ge the most out of your planner with page by page instructional videos and a full budget walkthrough featuring a REAL couple's numbers. 

 

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Take the $5K in 5 Days challenge

 

Kickstart your financial success with step-by-step guidance in my 5-day email challenge. By the time we're done, you'll have a completed, ready to implement budget following my groundbreaking framework - the 8-Part Budget™.

 

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