I have to say it, my memory is not as good as it use to be, age kinda does that to you but what I do remember is that I loved having a cheat sheet which is why we created the 2020 Financial Cheat Sheet for Employees.
The way we created this was based around our Financial Checklist (below and if you want to read the whole article, you should totally check it out: https://financialtechtools.ca/financial-planning-checklist/ )
So as our Christmas gift for all our newsletter subscribers. You can get your own branded version. F-R-E-E. Please send us your logo, your name, title, phone number, email address and website address so we can brand it to you. We also might need a little bit of patience since it might take a little while to make your own free version.
Don’t worry there will be a 2020 Financial Cheat Sheet for Business Owners. That’s coming out next.