Welcome to Money Matters, a resource for those who in some way are not 100% happy with their current financial situation or their relationship with money.
The Master Your Money Matters with Journaling Jems™ cards will take you on a journey, starting by looking back into your childhood and what you learned about money through the behaviors of the people around you. You will identify your beliefs about money based on these old money scripts; create new, empowering money beliefs; evaluate your current situation and plan for the future you dream of.
This series from The Journaling Jenius™ and the resources below are not in any way intended to offer financial advice, but merely to help you to delve into your inner beliefs and thinking that could be in your way; to help you see a picture of your financial future and set you on the path to create it.
Use these worksheets to assess your current financial situation.
- Financial Statement to calculate cash flow and net worth.
- Examples of Income and Expenses, Assets and Liabilities.
- Debt Reduction worksheet.
Be sure to check out:
- our recommendations located in our Resources section and
- our FREE Downloads of a sample of Master Your Money Matters with Journaling Jems™ eBook.
- Want to learn more? Check out our tele-courses, covering all the Journaling Jems™, including Money Matters.
FINANCIAL SERVICES
- Anita J Patel, CFA
- Financial Advisor
- 52 Michael Dr #10
- Campbell, CA 95008
- Direct: (408) 660-3172
- Fax: (888) 374-3173
- Anita@AnitaJPatel.com
- www.AnitaJPatel.com
- Georgianne Pillsbury
- Investment Advisors International
- 831.524.3793
- georgianne@fromheretowealth.biz
- Niki Canotas
- LPL Financial Advisor
- MoBIUS Financial Network
- 2470 Winchester Blvd. Ste E
- Campbell , CA 95008
- 408-871-1414 office
- 866-235-0148 fax
- www.MobiusFinancial.Net
- Niki@MobiusFinancial.Net
BOOKKEEPING / TAX PREPARATION & MORE
- Tammy Foley
- Bookkeeping Services
- 166 N. Bascom Ave., Suite B
- San Jose, CA 95128
- 408-297-1152 Phone
- 408-293-3661 Fax
- tammy@wekeepyourbooks.com
- www.wekeepyourbooks.com
- Admin Books
- Renee Daggett
- Main Phone: 408.782.9640
- Toll Free: 888.459.1110
- Fax: 888.459.1117
- Email: rdaggett@adminbooks.com
- Mailing Address:
- 125 Lindo Lane
- Morgan Hill, CA 95037
- http://www.adminbooks.com/
Please note:-
Peebles Pursuits, Inc. / The Journaling Jenius™ provides these resources merely as a courtesy. We are not in any way affiliated with the companies listed above and do not receive any compensation from them. You should conduct your own due diligence with regard to utilizing any of their products or services.


