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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!
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|Section 1: Introduction|
Introduction to class. Covering what you learn throughout this course.
|Lecture 2||1 page|
|Detailed list of the materials you will need to gather for the class.
|Section 2: Goals and Vision|
|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.
|Lecture 4||12 pages|
|Workbook to help you set a life plan. Includes values, vision, mission goal and more.
|Lecture 5||2 pages|
Two page summary of the information that you put together in the Smart Life Plan.
|Need extra motivation to achieve your goals? Do this visualization exercise to help you along.
|Section 3: Living on Less Than You Make - How to Budget and Plan for Where You Need to Be|
|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!
|Lecture 8||3 pages|
|Forms to help you with budgeting and the living on less than you make assessment.
Helps you understand why you need a budget, and then how to actually pull a budget together.
|Tips to consider when you are budgeting with an unpredictable income. Great for sales people, business owners and more!
|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.
|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.
|Section 4: Estate Planning|
|Why you need to have a will.
|Section 5: Insurance|
|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.
|Lecture 15||2 pages|
|Insurance checklist worksheet, helps you determine what insurance you need to purchase.
|Section 6: Credit & Debt|
Helps you understand what credit is and why it is important.
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.
|Lecture 18||3 pages|
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.
|Lecture 19||1 page|
|Worksheet to help you list out and manage your debts.
|Section 7: Emergency Funds|
|Understanding why you need emergency funds, where to keep them and how to start saving for this account today.
|Section 8: Wrap up and Achieving Your Goals|
|Now that you know what you need to do you need to plan out how you are going to achieve those goals.
|Lecture 22||25 pages|
|Worksheets to walk you through how to achieve your goal, and how to implement them into your daily life. Also includes project management sheets.
|Lecture 23||1 page|
|One page summary of everything you have determined that you need to work on to make your money healthy.
|Lecture 24||5 pages|
|Quarterly review of your goals so that you can make sure you are on track to achieving your goals.
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