Design Your Dream:
4.0 (2 ratings)
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Design Your Dream:

Your Financial Plan for Success
4.0 (2 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
110 students enrolled
Last updated 9/2017
Current price: $10 Original price: $20 Discount: 50% off
5 hours left at this price!
30-Day Money-Back Guarantee
  • 2 hours on-demand video
  • 14 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Enjoy better financial health in one year's time -- or one month's time!
  • List and launch basic strategies for keeping your spirits up -- and your life going -- in case of unemployment
  • Get help planning your next career
  • Learn your number one top priority for a solid financial plan -- and it's not that hard!
  • Use the "On My Way to Debt-Free" system to get rid of consumer debt
  • Learn how to fund college -- even if you have just months -- or weeks! -- to plan
  • Join us for "Seven Strategies for Success" if you've been driven OFF the road on your financial plan
  • write your own financial "report card"
  • Get ideas for starting your own business
  • View 10 sources for great FREE stuff
  • Learn the one key way to Skyrocket your Satisfaction in your financial life
  • List the three major "red flags" when you need a will no matter what
  • Download a free "Design Your Dream Financial Plan" e-book
  • Get access to dozens of carefully reviewed sources for financial advice
  • Download, post, and even monetize a "Bonus" motivational video for our students!
View Curriculum
  • You need a willingness to learn.
  • . . . and a willingness to carve out 2 - 3 minutes each day for your learning.

Welcome to Design Your Dream: Your Financial Plan for Success, where you'll design your personal financial plan to meet your goals, care for your loved ones, and enjoy financial peace of mind.

** Control Your Financial Destiny **

You'll feel confident about your financial life, set some clear priorities, and move forward for financial peace of mind.

You'll complete this course with a CLEAR, PERSONALIZED plan with your top financial priorities.

** Feel Confident About Your Money **

In these quick, narrated video lessons, you will:

  • Learn two quick ways to INCREASE your income
  • Understand when NOT to invest.
  • Find the best savings rate – hint: it's NOT at the corner bank.
  • Master planning for college, whether your have years, months, or just weeks to prepare
  • Learn 10 Sources for Great FREE stuff.
  • Plan your next career, whether you're brand new or getting back into the work force after a break

“On My Way to Debt Free"

  • Learn the emergency-911- consumer debt strategy that YOU control – not the bankruptcy court!
  • Looking for work? Get three great tips for keeping yourself focused even when facing unemployment.
  • Join us for “7 Steps to get back on track" if your financial life is stuck in a ditch

Plus lots more:

  • The number one first step in your financial plan is this – and it's actually pretty easy
  • Three red flags that say you need a will right away
  • The basics for getting a mortgage
  • Ready to start investing? Here's a simple, sustainable newbie investment plan

We keep it fresh, with different styles and video themes. Free downloads include a 55-page e-book, a discount code for our other course, even a motivational video you can view, download, even post on your own website if you wish.

You'll complete the course with simple, powerful strategies to turbo-charge your financial life to the next level – with confidence! Press the “Take this Course" button on the right to get started.

Who is the target audience?
  • This course is for anyone who is ready to take charge of your financial life, and ready to start seeing results.
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Curriculum For This Course
37 Lectures
Design Your Dream Financial Plan
3 Lectures 07:43

Welcome! Glad to have you with us. Take a look at what to expect, and post a message any time!

Preview 01:19

Priority number one: an emergency savings account! Put away as much as you need to cover expenses in case of a medical emergency or job loss. It;s about peace of mind!

Preview 04:40

Start small; make a difference. Build that wealthy attitude by setting up a monthly contribution to a worthwhile charity of your choosing.

Preview 01:44
Manage Your Income
5 Lectures 20:34

Thinking about a new career? Think carefully about income possibilities before committing.

Preview 01:55

Watching television? Playing video games? Why not direct some of that time and energy towards doing something you're good at, and increasing your income options?

Preview 03:13

Here are seven options for directing a bonus or windfall, to jumpstart your goals.

What to Do? Seven Tips for a Good News Windfall!

 Some ways to reduce tax that you may not have thought of.

10 ways to reduce tax expenses

How to keep expenses down? Here are 10 FREE sources you may never have thought of.

10 Sources for (Great) Free Stuff
Manage Your Expenses
1 Lecture 04:58

Learn the language, learn the basics, and learn some basic strategies for a residential mortgage.

Mortgage Basics and top 4 tips
Love the Ones Who Love You (and depend on you)
3 Lectures 17:54

What, no will on file? Take a look at this for the basics!

Wills Level One: Talk the talk

A will usually comes with other documents, called an "estate plan." Learn to talk the talk.

Wills Level Two

Emergency! If you don't have a will -- and you DO have any of these three situations -- get one now!!

Wills: Three Red Flags that you REALLY need an estate plan
Future Planning: No more rocking chairs
5 Lectures 22:36

You'll learn if you are READY to invest -- and if so, what are the most conservative, low-cost investment options.

Investing: When to Invest, When NOT to Invest

What to ask for? details of a diversified low-cost index fund portfolio.

Investing Level Two: How and What to Invest

Planning for beyond your working years.

Investing Level Three: Retirement

College is not the only option -- or even the best one. Here is what to consider 5 - 10 years ahead of time.

Paying for College Long Term -- Are you sure you want to?

College coming up in 3 -5 years? Here are mid-range planning options.

Paying for College Part Two - Planning One to Three Years ahead
Paying for College -- More Options than you knew
1 Lecture 02:14

College coming up in the next few months or weeks? Take a look at this quick-start college funding planner.

Paying for College Part Three - One to Three Months ahead
Blindsided by Life? Join us here!
4 Lectures 13:32

We've all been there . . . sometimes life just smacks us around until our head is spinning. If that's you, join us here, for a chance to recuperate, and walk through some survival techniques!

Yikes! It's a Whole New Ball Game! Steps 1 - 3 to Get Back on Track

Steps 4-6 in our Getting Back on Track series.

Seven Steps 4 - 6 to Get Back on Track

Step 7 - at last! in Getting Back on Track.

Seven Steps Step Seven - Sabotage! It Happens

We've all been there. It's bad, it's ugly . . . it's unemployment. Here's a few tips to make it better.

Unemployment: The gift that won't stop giving.
Debts as a Tool: or as a Weapon
6 Lectures 11:59

Intro to our "On My Way to Debt - Free" series, a step-by-step approach to consumer debt paydown.

Debt: The Good, the Bad, and the Ugly


One: Grit your teeth! Once this one is over, it get's easier!

Power Your Way to Debt-Free, Lesson One


"On My Way to Debt - Free" series, a step-by-step approach to consumer debt paydown.
Power Your Way to Debt-Free, Lesson Two

More "On My Way to Debt - Free" series, a step-by-step approach to consumer debt paydown.
Power Your Way to Debt-Free, Lesson Three

More "On My Way to Debt - Free" series, a step-by-step approach to consumer debt paydown.
Power Your Way to Debt-Free, Lesson Four

"On My Way to Debt - Free"

-- an emergency last-ditch effort to hang on to your dignity!

Power Your Way to Debt-Free, Lesson Five
Design Your Financial Report Card
4 Lectures 15:32

Ready for a snapshot? Set a benchmark for your progress, and use the Future Plan Checklist to keep track of your financial goals.

"Where do I Stand?" The Net Worth Statement

Where's it all going? Design a Cash Flow statement to keep track.

"How am I Doing?" Income Statement - Cash Flow

Annual Income =

Biweekly income

times 26

divided by 52.

Calculate your monthly income (if you get paid every two weeks)

Here's the key: Go through your cash flow statement and decrease (or even increase) each expense category, to meet your goals.

Super-Strategy: The Power of the Cash Flow Statement
For Our New Graduates (and current students too)
5 Lectures 03:12

For our students and graduates: view, download, even post this motivational "Think and Grow Rich" video!

Congratulations! Download this free BONUS video.

Download this free ebook.

E-Book: Design Your Dream Financial Future
56 pages

List of Resources: Books, Websites, Courses and lots more
4 pages

Hey -- check out "Business Law for Entrepreneurs -- Pilot your Business with the Power of LAW." Discount coupon code here!

Download your "Business Law for Entrepreneurs" discount code here
1 page

Use this simple worksheet to plan your financial goals and gain confidence, once and for all, that you are on the right track with your financial life! 

Wrapping it all up: Your Personal Future Plan Checklist
About the Instructor
Christine Williams
4.2 Average rating
16 Reviews
926 Students
2 Courses
Professional Tax Filing Consultant

Christine Williams JD, MSW is a personal tax filing consultant, located in British Columbia, Canada, offering personal tax filing for Canadian taxpayers. She earned her law degree in Chicago, Illinois. She has a Masters Degree (with Honors) in Social Work, a Bachelor's in Education from Northwestern University in Evanston, Illinois, and has successfully completed the Canadian Bankers Associations' Professional Financial Planning program.