Course curriculum

    1. Understanding Financial Wellness

    2. Your Tools!

    3. Finlotus Plan Walkthrough

    4. Assessing your Current Financial Wellness

    5. Module Action Items

    1. Money Mindset - the foundation to Financial Wellness

    2. Money Challenges

    3. Money Mindset Goals

    4. Getting Clear on your Values

    5. Module Action Items

    1. Let's Talk About Goals!

    2. Setting your Financial Goals

    3. Your Net Worth

    4. Saving and Investing Strategies

    5. The Power of Starting

    6. Module Action Items

    1. Budget & Cash Flow Planning

    2. Your Budget & Cash flow plan - Part 1

    3. Your Budget & Cash flow plan - Part 2

    4. Understanding 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
  • 26 lessons
  • 0.5 hours of video content

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