Personal Financial Review
"Wealth Creation comes from Knowing YOUR Starting Point"
PAYMENT CONFIRMATION PAGE
Thank you for your subscription to our Personal Financial Review course. Your credit card statement will show TRILOGY PROMOTIONS INC., or some abbreviation thereof.
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NEXT STEPS:
Brand NEW!: Our latest offering on the Wealth Academy is for this 3-Step getting started anchor program called "Personal Financial Review". It includes some awesome education, the full PDF and Excel versions of the PFR spreadsheet, a personal 2-hour coaching session (a $200 value) to review your results, AND a FREE Review 1-hour review in one year!
BONUS: You will get FREE enrollment in the online course once it's fully published on this site.
EXTRA: You will also receive a discount coupon code to attend some of our seminars for FREE.
Download and complete our custom PFR to prepare a snapshot of your current financial picture. The six tabs in the worksheet include Income Statement, Monthly Expenses, Net Worth, Insurance, Debt Reduction, and Budget. Once you have completed the file in PDF or Excel, simply email it to the address in the footer of the file and you will be contacted to review the results.
PDF Version
Click the button to download and Get Started with the PDF Version of the PFR from our OneDrive page. Then select Download at the top left corner of the new window, save the file to your computer, open it with any PDF reader, print it, and then use your old school pen & paper just like dear old dad taught you.
Interactive Excel Version
Want to use the enhanced interactive Excel version instead?
This spreadsheet adds up and calculates everything for you.
Click the button to open the interactive spreadsheet version of the PFR from our OneDrive page. Then save the file to your computer and follow the instructions therein.