Services Offered
Author & Financial Wellness Advocate
Most Recent Book Title
The Get Ready Monthly Personal Finance Guidebook
Book Description
Personalized Coaching throughout Your Entire Financial Year
The Get Ready! Monthly Personal Finance Guidebook is a month-by-month fill-in guide that offers you checklists and notes pages critical to capturing the information you need most for your own financial first aid kit. Just like you would want to make sure your medical first aid kit is stocked with everything you need, this guidebook is a key item in your financial first aid kit to guarantee that you’re financially ready for any situation or event.
Providing you with a year of guided financial direction, these pages will help you prepare for any financial emergency, organize your finances for your family members (in the event that you fall ill), have your documents ready when you’re applying for a loan or filing taxes, and easily monitor your financial life. This is a monthly management guide that will show you how to get everything in order, so you can take good financial care of yourself and the people most important to you.
The guidebook serves as a financial companion to Get Ready!: A Step-by-Step Planner for Maintaining Your Financial First Aid Kit. It can also be used on a stand-alone basis and is designed so that you can begin during any month of the year. Either way, you can follow its prompts and instructions from one year to the next, receiving coaching throughout your entire financial year.
Get Ready! is the most comprehensive financial first aid system out there. It’s financial-know-how + disaster preparedness, all in one system, and The Get Ready! Monthly Personal Finance Guidebook offers you a simple, smart, hands-on approach to preparedness that puts you in charge of all the major aspects of your financial life.
The Get Ready! Monthly Personal Finance Guidebook is a month-by-month fill-in guide that offers you checklists and notes pages critical to capturing the information you need most for your own financial first aid kit. Just like you would want to make sure your medical first aid kit is stocked with everything you need, this guidebook is a key item in your financial first aid kit to guarantee that you’re financially ready for any situation or event.
Providing you with a year of guided financial direction, these pages will help you prepare for any financial emergency, organize your finances for your family members (in the event that you fall ill), have your documents ready when you’re applying for a loan or filing taxes, and easily monitor your financial life. This is a monthly management guide that will show you how to get everything in order, so you can take good financial care of yourself and the people most important to you.
The guidebook serves as a financial companion to Get Ready!: A Step-by-Step Planner for Maintaining Your Financial First Aid Kit. It can also be used on a stand-alone basis and is designed so that you can begin during any month of the year. Either way, you can follow its prompts and instructions from one year to the next, receiving coaching throughout your entire financial year.
Get Ready! is the most comprehensive financial first aid system out there. It’s financial-know-how + disaster preparedness, all in one system, and The Get Ready! Monthly Personal Finance Guidebook offers you a simple, smart, hands-on approach to preparedness that puts you in charge of all the major aspects of your financial life.
Additional Book Titles
GET READY! A Step-By-Step Planner For Maintaining Your Financial First Aid Kit, Questions and Answers on Life Insurance, Insurance Made Easy, The Questions and Answers on Life Insurance Workbook and The Questions and Answers on Disability Insurance Workbook.
Website #1
Location (city/state/country)
Alameda/CA/USA
Author bio
Tony is the Head Financial Wellness Advocate at Paperwork. Tony is an internationally recognized financial wellness advocate, award winning author, podcaster and speaker. Tony served as a long term member of The California Department of Insurance Curriculum Board. Known as a trailblazer in financial wellness, Tony’s mission is changing the way we think about money, so we can all achieve financial wellbeing.
Tony is regularly featured in the media including ABC’s Seven on Your Side, Forbes, Nerdwallet, Cheddar TV, New York Times, the Washington Post, Fast Company, Chicago Tribune, CNBC, and Fox Business News. Tony is also a frequent guest on podcasts.
Tony is regularly featured in the media including ABC’s Seven on Your Side, Forbes, Nerdwallet, Cheddar TV, New York Times, the Washington Post, Fast Company, Chicago Tribune, CNBC, and Fox Business News. Tony is also a frequent guest on podcasts.
Professional Speaker Topics
Financial Wellness, Changing the Way We Think About Money, Financial Literacy
Favorite Quote or Personal Motto
Let's change the way we think about money!
