Mindful Money Matters

#1: Financial House in Order

#2: Gramma’s Routine- $$ Time

#3: Discovered Expenses

Have you been keeping up with Julianne’s videos on making your financial picture clearer?

Here Julianne Lepo, Founder and Co-Owner of Turning Tides Financial, takes your at-home financial organization to the next level by using your actual bank statements to demonstrate how you can be mindful about your monthly expenses.

Remember: a comprehensive financial plan relies on your understanding of how much money you spend and where you spend it. Watch the video to learn more!

#4: Reconsider CHAOS

Recent studies have shown that “over 78% of US workers live paycheck to paycheck.” When the world feels chaotic and overwhelming, let Founder and Co-Owner of Turning Tides Financial, Julianne Lepo change your mindset surrounding the word “chaos” to create personal financial empowerment and discover new ways to potentially save money. Watch the video to learn more!

Welcome

A 6-Step Journey To Your Financial Future

A 6-Step Journey To Your Financial Future

"Talking about money is really intimidating sometimes, even for me. But helping people invest and manage their financial future is something that I do...you deserve ...
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Your Journey - Step 1: Gather Important Documents

Your Journey – Step 1: Gather Important Documents

"Sometimes, it's easy for us to turn our heads or look away if it's something that makes us uncomfortable. But hey, you're here. That mean's ...
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Your Journey - Step 2: Finding a Good Tracking System

Your Journey – Step 2: Finding a Good Tracking System

"Our lives are so busy and things just get in the way. That's why it's so important that this process becomes part of your routine." ...
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Your Journey - Step 3: Minimize Your Temptation

Your Journey – Step 3: Minimize Your Temptation

"If you're already struggling with finding your financial freedom, the last thing you need is another credit card." The opinions voiced in this material are ...
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Your Journey - Step 4: Make a Financial Paydown List

Your Journey – Step 4: Make a Financial Paydown List

"Let's review a strategy for getting those debts paid down quicker than you thought possible. Starting with the smallest balance." The charts in this video are ...
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Your Journey - Step 5: Annualize Your Budget

Your Journey – Step 5: Annualize Your Budget

"We're going to create a bill schedule for you...remember: the more information you share, the more honest you are with yourself and your budget, the ...
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Your Journey - Step 6: Investing In You

Your Journey – Step 6: Investing In You

"Ever heard that saying 'a penny saved is a penny earned'? Well this is how it happens." The opinions voiced in this material are for ...
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