Welcome TPC Fellows!


It was awesome to meet you all! Below are resources from our fellows retreat workshop on February 24, 2019.

I’d love to hear from you, especially if you have feedback or questions from our workshop. Get in touch at phuong@justwealthplanning.com.


WORKSHOP PRESENTATION

Below are all the slides from our workshop. Here is a PDF of the handout.

 
 
 

 
 
 

FREE FINANCIAL PLANNING TOOL

Click the image to access Right Capital, the net worth, cash flow, and budgeting tool that I use with clients. You can create your free account to track all your accounts, income, and spending. Here is a PDF with instructions on how to categorize the info.

 
 

 

Want to learn more about financial planning? Here is the link to my services page to learn more about how clients and I work together.

Virtual, fee-only financial planning for clients anywhere in the U.S.

Schedule a free financial strategy call, or a financial planning session: