eliminating financial clutter & stress · rx cures your financial stress . being in control of...

ELIMINATING

FINANCIAL

CLUTTER & STRESS

• Dr. Cozette M. White

• Coined “Your Financial Physician”

• My Financial Home Enterprises

• Established in 2001

• Financial Planner and Tax Accountant

• Global financial firm providing accounting, tax and financial

management services for businesses and individuals

• Personal Finances – bootcamps, debt elimination & more

• Amazon Bestseller - Attracting The Best…Wealth, Prosperity,

and Abundance in Your Life Now!

• Reside in Southern California

• Enjoys, traveling, reading, and outdoor activities.

• Mother of two - Briana M. and Roderick J.

IT'S NOT THE WORK

THAT'S HARD,

IT'S THE DISCIPLINE ANONYMOUS

TODAY’S AGENDA

WHO IS THIS PRESENTATION FOR?

WHAT DOES THAT MEAN

TOTALLY FINANCIALLY

DISORGANIZED

JUST ENOUGH TO

PAY MY BILLS

INVESTMENT

CONFUSION

WHY I CARE?

Rx CURES YOUR

FINANCIAL STRESS

Being in control of your finances is both

empowering and necessary.

When you can keep this part of your life well-managed, you

prevent unnecessary stress and worries.

BE MOTIVATED

KNOW YOUR SPENDING HABITS

KEEP TRACK OF WHERE YOUR MONEY GOES, AND EVERY PLACE IT GOES TO

TEXT “FINANCES”

805-719-7682 GET YOUR FREE

GIFT

TRACK EVERYTHING

TRACK YOUR CASH TOO

CATEGORIZE YOUR SPENDING

TRACKING IS MADE EASIER WHEN THERE IS A LOGICAL SYSTEM TO FOLLOW

USE A SPREADSHEET

USE AN APP

PERSEVERE NO MATTER WHAT

TRACKING YOUR FINANCES IS NO EASY CHORE, BUT IT GETS MORE MANAGEABLE

WITH PRACTICE

• Keep on going, even when you

want to just forget about it.

• After a while, seeing the benefits

(and money savings) will be all the

motivation you need.

Questions

FINAL THOUGHTS

www.MyFinancialHome.com