You'll start with a shift in your mindset - and learn the formula for a unique way of thinking about your entire financial life. It serves as they basis for the course, and the key to being your own CFO.
The course continues with a deeper dive into the components of your income and your outflows, the 3 S's: spending, servicing debt and saving investing. You'll learn some spending strategies, and tactics for dealing with debt.
We then teach you how to create a financial dashboard to monitor all components of your financial life and put yourself in a position to make real-time decisions.
Rest assured, when completed, you will have gained the fundamental financial skills necessary to maximize YOUR "profit". You will be ready to manage your financial life like your own Chief Financial Officer!
I spent 20 years advising clients on their investments, stock options & RSUs, taxes, insurance, financial planning, and estate planning.
I have an undergraduate degree in economics from California State University, and an MBA from Cornell University where my studies focused on Asset Management
I earned my CFP Professional designation in 2002, and am a former CIMA (Certified Investment Management Consultant), as well as a CAP and CLU.