Mastering Your Income &

Expenses With Confidence

By Finding Your Personal Financial Baseline

Download Your FREE Workbook Below!!!

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What financial matters prompted you to download this workbook today?

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What's inside your workbook?

Our goal for you as you go through this workbook is for you to building momentum toward self-betterment, developing dreams through a financial lens.

Understand Your Financial Footing

By reviewing 20 key numbers, you’ll gain clarity on how your household finances truly function.

Your Personal Balance Sheet

Profit & Loss

Statement of Cash Flows

Reignite Your

Dream Goals

Life’s little demands can pile up, leaving your internal compass out of sync.

Identify what’s pulling you off track

Regain confidence and momentum

Profit & Loss

Statement of Cash Flows

Master Your Personal Priorities

With countless things competing for your attention, prioritization is key.

Focus on what truly matters—not just financially, but in all areas of life

Align your time and money with your real priorities

Gain a clear vision of where you want to invest your resources

Zach Bass, Chartered Retirement Planning Counselor (CRPC)

160 Gould St, Suite 212 Needham Heights, MA 02494

C: 413.834.8143 | E: [email protected]
Centinel Financial Group Agency Website

Working Remote from West Springfield, MA

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Centinel Financial Group is independently owned and operated.