Design Your Dream:

Your Financial Plan for Success
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  • Lectures 35
  • Length 3 hours
  • Skill Level Intermediate Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 7/2015 English

Course Description

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.

What are the requirements?

  • You need a willingness to learn.
  • . . . and a willingness to carve out 2 - 3 minutes each day for your learning.

What am I going to get from this course?

  • 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!

What 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.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Design Your Dream Financial Plan
01:19

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

04:40

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!

01:44

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

Section 2: Manage Your Income
01:55

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

03:13

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?

02:41

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

Section 3: Manage Your Expenses
04:34

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

04:58

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

Section 4: Love the Ones Who Love You (and depend on you)
08:08

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

07:12

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

02:34

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

Section 5: Future Planning: No more rocking chairs
04:15

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

02:56

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

02:25

Planning for beyond your working years.

Section 6: Paying for College -- More Options than you knew
07:22

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

05:38

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

02:14

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

Section 7: Blindsided by Life? Join us here!
04:36

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!

02:46

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

04:08

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

02:02

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

Section 8: Debts as a Tool: or as a Weapon
01:50

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

01:30
Lesson

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

01:10

More

"On My Way to Debt - Free" series, a step-by-step approach to consumer debt paydown.
01:33
More "On My Way to Debt - Free" series, a step-by-step approach to consumer debt paydown.
02:09
More "On My Way to Debt - Free" series, a step-by-step approach to consumer debt paydown.
03:47
"On My Way to Debt - Free"

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

Section 9: Design Your Financial Report Card
07:34

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

04:04

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

01:19

Annual Income =

Biweekly income

times 26

divided by 52.

02:35

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

Section 10: For Our New Graduates (and current students too)
00:37

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

56 pages

Download this free ebook.

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

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

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Instructor Biography

Christine Williams, lawyer, educator, blogger

Christine Williams JD, MSW 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. She teaches Law and Ethics, both online and in person, throughout the United States and Canada.

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