MODULE 1:
CHANGE YOUR MIND, CHANGE YOUR LIFE
[Lesson 1]: Introduction
[Lesson 2]: The Financial Planning Worksheet
[Lesson 3]: Get to the Root of the Problem
[Lesson 4]: Define Your Financial Goals
[Lesson 5]: Financial Goals Activity
[Lesson 6]: Introduction
[Lesson 7]: Create a Budget
[Lesson 8]: Work the Budget
[Lesson 9]: Budget Activity
[Lesson 10]: Introduction
[Lesson 11]: Establishing Credit
[Lesson 12]: Managing Credit and Debt
[Lesson 13]: Know Your Credit
MODULE 2:
SAVE AND INVEST FOR A SUNNY DAY
[Lesson 14]: Introduction
[Lesson 15]: Savings Goals
[Lesson 16]: Prepare for an Emergency
[Lesson 17]: Savings Activity
[Lesson 18]: Introduction
[Lesson 19]: What is Investing?
[Lesson 20]: Develop an Investing Plan
[Lesson 21]: Invest Plan Activity
[Lesson 22]: Introduction
[Lesson 23]: Why take risks?
[Lesson 24]: Reducing Risks
[Lesson 25]: Risk Tolerance Activity
MODULE 3:
RETIRE IN COMFORT AND GIVE BACK
[Lesson 26]: Introduction
[Lesson 27]: What is an Investment Portfolio?
[Lesson 28]: Planning for Retirement
[Lesson 29]: Retirement Plans
[Lesson 30]: Retirement Calculation
[Lesson 31]: Introduction
[Lesson 32]: Giving Back
[Lesson 33]: Giving Back Activity
[Lesson 34]: Conclusion Video
[Lesson 35]: Schedule Time w/Ty
[Lesson 36]: Bonus Lecture
Weekly Group Sessions:
On Monday, I will ask to participants to email me their questions and conduct a weekly group session on Friday for 1hr and 30 minutes; and answer all the questions gathered, leading the group into Friday’s group session. Also, the weekly group session will create an open forum, where participants have information and ideas that focus on certain issues the participants are dealing with. I will keep an accountability, documentation and tracking system for all participants.
Access:
The participants will have access to Calendly / Email to book one-on-one coaching sessions. The individual (1 on 1) sessions will be used to hold the individuals more accountable, build their confidence, and aid with tracking their progress. I will keep an accountability, documentation and tracking system for all (1 on 1) coaching clients.
Anti-Guarantee:
All Sales Are Final. “When you start following the steps within the course for the first 90, you will see noticeable results that will last for a lifetime, these steps are so easy for you to copy, so as a result all sales are final.”
