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FREE BUDGET PLANNER

FREE Fillable Spreadsheet Calculator inside

Download your Free Budget Planner with Stacy Gregory, your trusted insurance advisor in Virginia and start making room for what really matters

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Hi, there!

If you've ever said, "I know I need life insurance, but I just can’t afford it right now" you’re not alone.

Most people I talk to aren’t careless with money, they’re just juggling a lot. This planner is here to help you see your budget clearly.

Peace of mind is possible.

This is your first step.

With you,

Stacy Gregory

Licensed Medicare and Life Insurance Advisor for 17 years

Hi, I'm Stacy Gregory

I’m a licensed Life Insurance Advisor for 17 years.

When my mom passed, her policy gave me room to grieve and support my children’s dreams.

That changed everything for us.

That’s why I created this starter kit to help you get the same peace of mind I felt.

Budget Planner Summary

What You'll Find Inside:

A quick Budget Audit to spot overspending

A 70/10/10/10 Budget Guide as a sample plan

A fill-in Monthly Planner for your actual budget

An editable Spreadsheet Calculator to calculate how much you should budget for retirement, emergency funds, and life insurance.

Note: This PDF is a guide. Use the link inside to access the editable file.

Ready to Take the

First Step?

Choose your free guide (or both!) and let’s start building a plan that helps you feel more prepared, protected, and empowered.

Fill out the form below and I'll send your free budget planner straight to your email.

Want to talk to someone now?

Want to talk to someone now?

Call: 804-539-6397

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