Budget Binder Workbook – Duncan Financial Group
 
 
 

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Budget Binder Workbook

 
 
 

Start Your Journey Toward Financial Security

It's never too late to take control of your financial wellness. A “Budget Binder” is the perfect tool to help you monitor and organize your financial goals throughout the year. This all-inclusive binder serves to help you curate all of your important documents, receipts, and goals on an on-going basis.

What's Included

 
  • Financial Wellness Check-Up & Appointment Log
  • Financial Considerations
  • Goal Tracking Sheets
  • Budgeting Data Worksheets
  • Expense Tracker
  • Monthly Savings Log
 

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