A 360-degree view of your financial life in a year without stress!
Learn to manage and organize your finances one month at a time. Each month you will receive a newsletter with a financial topic to improve your financial life. The newsletter will include a workbook, video, checklist, and a monthly Zoom call with Birdie.
Robin (Birdie) Getzelman created the Personal Financial Organizer in 2021. To help build a bridge to your financial nest. Topics are all researched and shared with professionals in their areas of expertise before releasing to you.
Topics in the past years have covered:
Questions I am here to answer!
Schedule a complimentary consultation to learn more about the Personal Financial Organizer and see if it is a good fit for you.
Ready to purchase your newsletter for the next 12 months?
You can start in any month! If your New Year resolution is to become more financially literate, you can begin in January or, if you heard about the Personal Financial Organizer, in October. The Personal Financial Organizer is ready for you!
Contact me to set up your Personal Financial Organizer account.
What do you get with the Monthly Personal Financial Organizer?
Testimonials
“The Personal Financial Organizer web series is a great tutorial that provides insights to keep our financial management balanced and in control.” – Henry and Penne
“Robin’s Personal Finance Organizer monthly newsletters and PowerPoints are filled with extremely valuable information that I never had before. Her presentations are delivered in a way that’s easy to understand and has left me feeling more organized and knowledgeable. This is not your “Econ101;” it is a personalized course and covers topics that we all need as adults!” – Annie
“Robin does a great job presenting the information in a way I can understand.” – Joe