Learn how to spend your way to wealth.   When you conquer SpendWize you’ll have a spending plan in place that ensures you spend with a purpose, reduce debt, have savings for emergencies and retirement, and the know-how to save up to 17% on the services and expenditures of life.

Organize

• Important contact information 
  
• Bank accounts, Credit/debit cards, what you need to have copies of and where you need to keep them
  
• Investments, bonds, CD’s, IRA's, 401k's, etc
  
• Taxes, property tax, tax savings strategies, what can you write off, Social Sec. annual E and B statements
  

Budget

• Your personal balance sheet 
  
• Spending plans
  
• Cash Reserve Worksheets
  
• Money saving tricks and tactics
  

Protect

• Home, Auto, and Business
• Health Insurance
• Critical Illness, Accident, and Disability
• Life, long term care, and final expense
  
  

---

Get your SpendWize 1010 Packet today!  Contains all the worksheets needed to organize, budget and protect what you work so hard to earn!