How To Create A Personal Financial Co-Pilot
4.0 (3 ratings)
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How To Create A Personal Financial Co-Pilot

A Method For Getting Out Of Debt And Achieving Your Financial Goals
4.0 (3 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.
386 students enrolled
Created by Brett Romero
Last updated 6/2016
English
Curiosity Sale
Current price: $10 Original price: $50 Discount: 80% off
30-Day Money-Back Guarantee
Includes:
  • 1 hour on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Creating a working budget
  • Set financial goals
  • Create a personal finance plan
View Curriculum
Requirements
  • How to use software with a finance register (something like Quicken)
Description

How many times have you setup a budget only to see it get busted?

Don't feel bad. A busted budget is more common than one that actually works. But how can you ever get out of debt and achieve your financial goes when every budgeting system seems to fail?

There is a way around this annoying problem. What if you could see into the future and know exactly how your spending today affects you financially a year or more down the road?

Let's go a little further. What if you could:

  • Know when your checking account is about to go negative
  • Have a predetermined cushion of cash in your account
  • Have the ability to save every month
  • Pay down credit debt and know exactly how much of a payment you can feasible send in
  • Setup a financial plan that lets you finally get ahead

With the Personal Financial Co-Pilot you can.

We start with the setup. This means getting you finances into the system. Then we create a budget, which lays the foundation for building your personal financial plan.

The course is easy to follow along since we actually use real financial accounts to create a personal financial co-pilot, step by step.

Once your financial co-pilot is in place, it will look after your finances, constantly monitoring them for any potential problems and helping you reach your financial goals.

Join now to get to take back your finances! I can't wait  to see you inside the course.

Who is the target audience?
  • Anyone wanting to get their finances under control
  • Anyone wanting to create a budget that works
  • Anyone wanting to create a personal finance plan
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Curriculum For This Course
+
Introduction
1 Lecture 01:52
+
Hands On - Implementing The System
3 Lectures 14:23

Projecting Introduction
00:22

How to Project
05:44
+
A New Way To Add Expenses
4 Lectures 11:07
Introduction To Monthly Additional Expenses
00:18

Monthly Additional Expenses
05:55

Introduction To Quarterly Additional Expenses
00:54

Quarterly Additional Expenses
04:00
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Creating Goals That Actually Stick
4 Lectures 31:56
Introduction To Goals
00:25

Goals
11:29

Known Expenses
13:40

Summary
06:22
About the Instructor
Brett Romero
4.2 Average rating
320 Reviews
28,086 Students
21 Courses
Brett Romero

I'm a software engineer and entrepreneur. I've also started several businesses. Bitesize Business School is the latest, where I write about applying business principles to the real world and solving technology issues that every online business faces.

The first business I created, Cygen, was a web design consulting business. From this business, I also created my first product - A chatroom web application that was javascript based.

I've written desktop applications in languages running from Delphi to C# winforms/WPF. I've also built ASP.NET webforms and MVC based applications. When the iOS SDK was first introduced, I bought a Macbook and began building apps for the iPhone. I currently have seven apps in the iTunes App Store.

I have an MBA from ASU ('14). My undergraduate major was in mathematics. Before graduating, I decided to get a business degree. I continued taking mathematics courses at the University of Washington after completing my undergraduate degree.