
Our checklist breaks down the essentials—budgeting, saving, credit, and student loans—so you don’t feel overwhelmed and can start managing your money with clarity and confidence.

Many young professionals fall into debt traps or miss opportunities to build credit and savings early on. Our checklist gives you a step-by-step roadmap to sidestep costly errors.

With actionable steps tailored for life after graduation, you'll have a clear plan to pay down debt, save for your goals, and start investing in your future—turning money problems into financial freedom.

Meet THE AUTHOR
I have 20+ years of experience in many facets of accounting and finance, to include 10 years of banking, mortgage, and lending.
As a degreed accountant, I've had opportunities to visit many financial challenges and my true love is being your trusted ally, while giving you peace of mind and the skinny on how to help you save and grow the company of your dreams.
I enjoy traveling , reading, clean comedic stand ups, and the arts.
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