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Financial Management Basics You Can Use Today

Easy to understand explanations so you can make positive changes today.
5.0 (1 rating)
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41 students enrolled
Last updated 7/2015
English
$10 $20 50% off
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30-Day Money-Back Guarantee
Includes:
  • 2 hours on-demand video
  • 1 Article
  • 10 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What Will I Learn?
By the end of this course you will know exactly what you need to do to become financially healthy
View Curriculum
Requirements
  • You will need your personal finance records including: expense information, will, insurance polices, debts, savings and investments
Description

Money success starts with having specific goals and then applying the basics of money to your goals.

Here we set goals and create a list of money basics to work on that tie directly to your goals!

Topics include life planning, goal setting, goal achievement, budgeting, debt, credit scores, and more!

Who is the target audience?
  • Anyone who is unsure of where to start to manage their finances better
  • You are ready to learn the basics of personal finance.
  • You want to gain control over your money.
  • You want a money plan that matches your goals.
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Curriculum For This Course
Expand All 25 Lectures Collapse All 25 Lectures 02:47:06
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Introduction
2 Lectures 03:00
Introduction to class.  Covering what you learn throughout this course.
Preview 03:00

Detailed list of the materials you will need to gather for the class.
Preview 1 page
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Goals and Vision
4 Lectures 06:29
Understanding what you want from life is important to the success of your money.  Why?  Because then you know exactly why you want to work on making your money better.  Knowing where you are headed is crucial to financial success.
Preview 05:05

Workbook to help you set a life plan.  Includes values, vision, mission goal and more.
How to Create a Life Plan
12 pages

Two page summary of the information that you put together in the Smart Life Plan.

Strategic Plan Summary: How to Organize Your Life Plan
2 pages

Need extra motivation to achieve your goals?  Do this visualization exercise to help you along.
Bonus Exercise - Visualization by Creating a Vision Board
01:24
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Living on Less Than You Make - How to Budget and Plan for Where You Need to Be
6 Lectures 40:26
The number one most important thing you need to do for your money - live on less than you make.  Here we talk about how to determine if you are doing this or not!
Are You Living on Less Than You Make?
08:22

Forms to help you with budgeting and the living on less than you make assessment.
Budget Form and Instructions
3 pages

Helps you understand why you need a budget, and then how to actually pull a budget together.

How to Do a Budget
13:04

Tips to consider when you are budgeting with an unpredictable income.  Great for sales people, business owners and more!
Budgeting Tips for Unpredictable Income
04:04

Extra tools to help you with your budgeting. This video shows you how to use a cash flow sheet and what a needs list is.
Cash Flow and Needs List - Alternate Tools for Budgeting
09:25

Once you have created a budget you now need to implement it in your daily life.  Here are some tips to keep you going throughout the month.
I Have a Budget Now What? How to Implement Your Budget
05:31
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Estate Planning
1 Lecture 03:40
Why you need to have a will.
Estate Planning - to Have a Will or Not!
03:40
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Insurance
2 Lectures 13:46
Insurance is not always a fun or easy topic, but it is a necessity.  Here we look at what insurance you need and some of the basics so you can understand it.
What Insurance do You Need?
13:46

Insurance checklist worksheet, helps you determine what insurance you need to purchase.
Insurance Review
2 pages
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Credit & Debt
4 Lectures 32:13

Helps you understand what credit is and why it is important.

Why is Credit Important
17:27

Before we declare debt as evil we need to look a deeper look at the benefits and negatives of debt. Then we can decide on our own if debt is the right thing for each of us.

To Debt or Not to Debt? Should you have debt?
14:46

Article on the different types of debt pay off methods. Includes snowball and the stacking approach. So when you Payoff your debt you know you have selected the right method. Plus tips on how to track your progress.

Debt Method Payoff - Snowball or Avalanche or something else?
3 pages

Worksheet to help you list out and manage your debts.
Debt List
1 page
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Emergency Funds
1 Lecture 08:38
Understanding why you need emergency funds, where to keep them and how to start saving for this account today.
Emergency Funds
08:38
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Wrap up and Achieving Your Goals
5 Lectures 03:54
Now that you know what you need to do you need to plan out how you are going to achieve those goals.
Preview 03:41

Worksheets to walk you through how to achieve your goal, and how to implement them into your daily life.  Also includes project management sheets.
Goal Planning Worksheet
25 pages

One page summary of everything you have determined that you need to work on to make your money healthy.
Action Summary Check List - What to Start Working on Now
1 page

Quarterly review of your goals so that you can make sure you are on track to achieving your goals.
Quarterly Reveiw - Are you on Target?
5 pages

Congratulations!
00:13
About the Instructor
5.0 Average rating
1 Review
41 Students
1 Course
Personal Finance Expert
Tired of not understanding your money and how to gain control over it? Tired of being sold financial products instead of having a plan that is right for you?

If this is you, then I am the person for you! My name is Andrea Travillian and I am a personal finance expert with a focus on helping you thrive today while saving for tomorrow.

My training is in finance with a degree from the University of Iowa and my MBA from Creighton University. I have worked in banking, corporate finance with budgets and forecasts, taxes, and retirement investing both in the United States and abroad in Australia. Since 2008 I have been working with individuals and micro businesses to help them understand and manage their money.

I am a natural long term planner with the ability to help you focus on the future, set goals that will get you there and organize your life to help you achieve your goals. I focus on easy to understand and implement strategies to make living your perfect life even better.

Specialties: Investing for Beginners, Debt Reduction Planning, Money Management, Personal Budgeting, Personal Finance, Personal Development

Read Andrea's Blog at: http://www.takeasmartstep.com/blog

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