This course will give you the foundation you need to move in the direction of your most important financial goals. You’ll explore your history with money, you’ll strengthen your current knowledge and you’ll set clear goals for your future
This exercise explores personal history with money, using this as the base for improving current financial habits.
This exercise investigates a person’s ability to impact their community and their work environment, helping them increase engagement with the things that matter most to them.
This exercise surveys a person’s priorities, helping clarify desired outcomes and the action steps to reach them.
This exercise provides a visual representation of the various aspects of a person’s financial world.
This exercise explains the four primary savings areas and highlights the importance of diversification in time horizon, risk, taxes and asset classes.
This exercise teaches how to build a personal budget based on an individual’s cash flow.
This exercise highlights primary drivers of successful individuals.