
Do you want to achieve financial freedom? Do you desire a solid understanding of personal finance but don't want the sales pitch that is typically associated with the process? Maybe you have not been able to find the help you need because you are just starting out and don't have the income or assets to attract the proper expertise. If any of this rings true for you, then this course is for you!
!-- /wp:paragraph -- !-- wp:paragraph --I provide an unbiased, comprehensive ...
Do you want to achieve financial freedom? Do you desire a solid understanding of personal finance but don't want the sales pitch that is typically associated with the process? Maybe you have not been able to find the help you need because you are just starting out and don't have the income or assets to attract the proper expertise. If any of this rings true for you, then this course is for you!
I provide an unbiased, comprehensive approach that will educate and empower you! You will learn what you need to know regarding personal finance, based upon my experience, education, and credentials. My sole objective is to prepare you to successfully manage any personal finance challenge you will face in life and position you to implement solutions on your own or effectively select and engage professionals who can help you. You will be in control of your financial future!
This full course is a holistic approach to Personal Finance and includes 5 modules encompassing 12 sessions, each lasting between 15-30 minutes in length. The sessions are complemented by a Guidebook with Thought Activities that will help you better understand the concepts and create your own mini financial plan in the process.
The course contains the knowledge and action steps you need to get your financial house in order. Upon completion, you will have created your own plan for achieving financial freedom and be empowered to implement it on your own or in conjunction with other professionals.
I am ready to "pass the torch" of knowledge and experience on to you! It has worked for me and my family - I am "living the dream" and so can you!
The full course comes with Guidebook, Thought Activities, Presentation Slides, and full session video lessons.
While the course is self-directed, you may desire one-on-one coaching sessions to help you better understand the material or put it into action. I offer discounted 30-minute or 60-minute sessions using these links to my online calendar:
-
Before You Begin – A Few Tips04:53
-
Program Guidebook and Additional Resources Sheet
-
Before You Begin – a few assignments
-
Module 1 – Discover & Declare Slides
-
Session 1 – Discovering What Money Means to You & Your Money Scripts21:55
-
Session 2 – Creating & Declaring Your Personal Financial Goals09:25
-
Module 2 – Assign & Assign Slides
-
Creating a Plan for Your Money24:53
-
Managing Credit & Debt33:58
-
Check In01:39
-
Module 3 – Gather & Grow Slides
-
Session 5 – Foundations of Investing27:05
-
Session 6a – Types of Investments / Reasons to Invest24:51
-
Session 6b – Creating a Diversified Portfolio17:31
-
Session 7a – Costs of Investing / Mutual Funds vs ETFs21:47
-
Session 7b – Tracking Your Progress / Getting Started with Investing21:10
-
Check In00:00
-
Module 4 – Pinpoint & Protect Slides
-
Session 8 – Foundations of Insurance15:38
-
Session 9a – Levers of Insurance / Health, Disability, & Property Insurance23:47
-
Session 9b – Auto, Umbrella Liability, & Life Insurance / Insurance Buying Tips21:42
-
Session 10 – Protecting Against Identity Theft18:21
-
Check In04:39
-
Module 5 – Engage & Endure Slides
-
Session 11 – Basics of Estate Planning18:14
-
Session 12 – Building Your Professional Financial Team / Final Thoughts16:06
-
Final Check In01:39