Course curriculum

    1. Understanding Financial Wellness

    2. Your Tools!

    3. Finlotus Plan Spreadsheet Walk through

    4. Assessing your Current Financial Wellness

    1. Money Mindset - the foundation to Financial Wellness

    2. Money Challenges

    3. Setting Money Mindset Goals

    4. Getting Clear on your Values

    1. Let's talk about goals!

    2. Setting your Financial Goals

    3. Your Net Worth

    4. Saving and Investing Strategies

    1. Budget & Cash Flow Planning

    2. Create your Budget & Cash flow plan - Part 1

    3. Create your Budget & Cash flow plan - Part 2

    4. Understand Cash Flow

    1. You Have a Plan, Now What?

    2. Set up your Systems

    3. Budget vs. Actual

    4. Action Items

    5. Assessing your Current Financial Wellness

    6. YOU DID IT!

About this course

  • $350.00
  • 22 lessons
  • 0.5 hours of video content

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