Notion Money Audit System

Create a detailed review and assessment of your financial situation. Identify areas of improvement and maximize strategies.

Benefits

- Increased awareness of spending habits
- Identify areas where money can be saved or invested
- Gain the ability to make more informed financial decisions.
- Manage risks effectively.

What's Inside

Step 01 - Collect Financial Documents
Step 02 - List Income Streams
Step 03 - Check Income Potential
Step 04 - Calculate Net Worth
Step 05 - Review Budget
Step 06 - Review Debts
Step 07 - Evaluate Investments
Step 08 - Review Insurance Coverage
Step 09 - Review Money Beliefs
Step 10 - Summary Review

If you have any questions, feel free to reach out to me

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