Boost Your Financial IQ
Gain essential budgeting skills, set financial goals, and understand investment basics to improve your financial health and build a brighter future.
“Boost Your Financial IQ”
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How to Take the CliftonStrengths Assessment
Your Strengths and Your Finances
What is financial literacy?
The cost of financial ignorance
The four pillars: earning, saving, investing, and protecting
Understanding your money mindset
Financial IQ vs. Income
Financial Health Awareness Assessment
Understanding the Difference Between Short-Term and Long-Term Financial Goals
Defining your “Why” for wealth
Short-term, mid-term, and long-term goals
SMART Goal Framework
SMART Financial Goals Worksheet for Couples
SMART Financial Goals Worksheet for Entrepreneurs
Vision boards and wealth affirmations
Avoiding goal fatigue and staying focused
Creating an Actionable Budget That Aligns with Your Financial Goals
The mathematics of life (Big Picture)
Four Walls and Monthly Budgeting
The purpose of a budget: freedom, not restriction
Understanding needs vs. wants
Moderate Budgeting Plan
Average Budgeting Plan
Accelerated Budgeting Plan
Zero-based budgeting vs. 50/30/20 rule
Cash envelope and digital tracking methods
Budgeting for irregular income
Adjusting budgets during financial shifts
Debt Reduction Assessment Plan
Using Multiple Accounts to Manage Your Money
Extra Payment Technique Paying off Your Car Loan In A Shorter Period of Time.
Extra Payment Technique Paying off Your Mortgage In A Shorter Period of Time.
Emergency funds: how much is enough?
Building consistent savings habits
Cutting unnecessary expenses
Using automation to your advantage
What is a business asset vs. a liability?
Business Assets as A Powerful Strategy
Build Your Business Asset Interest Survey
Steps to Create and Manage Assets
Side hustles and scalable models
The power of systems and automation
Creating A Brand To Improve Your Finances
Building brand equity and customer loyalty