Course curriculum

    1. “Boost Your Financial IQ”

      FREE PREVIEW
    2. Financial Coaching Disclaimer

    3. How to Take the CliftonStrengths Assessment

    4. Your Strengths and Your Finances

    1. What is financial literacy?

    2. The cost of financial ignorance

    3. The four pillars: earning, saving, investing, and protecting

    4. Understanding your money mindset

    5. Financial IQ vs. Income

    6. Financial Health Awareness Assessment

    1. Understanding the Difference Between Short-Term and Long-Term Financial Goals

    2. Defining your “Why” for wealth

    3. Short-term, mid-term, and long-term goals

    4. SMART Goal Framework

    5. SMART Financial Goals Worksheet for Couples

    6. SMART Financial Goals Worksheet for Entrepreneurs

    7. Vision boards and wealth affirmations

    8. Avoiding goal fatigue and staying focused

    1. Creating an Actionable Budget That Aligns with Your Financial Goals

    2. The mathematics of life (Big Picture)

    3. Four Walls and Monthly Budgeting

    4. The purpose of a budget: freedom, not restriction

    5. Understanding needs vs. wants

    6. Moderate Budgeting Plan

    7. Average Budgeting Plan

    8. Accelerated Budgeting Plan

    9. Zero-based budgeting vs. 50/30/20 rule

    10. Cash envelope and digital tracking methods

    11. Budgeting for irregular income

    12. Adjusting budgets during financial shifts

    1. Debt Reduction Assessment Plan

    2. Using Multiple Accounts to Manage Your Money

    3. Extra Payment Technique Paying off Your Car Loan In A Shorter Period of Time.

    4. Extra Payment Technique Paying off Your Mortgage In A Shorter Period of Time.

    5. Emergency funds: how much is enough?

    6. Building consistent savings habits

    7. Cutting unnecessary expenses

    8. Using automation to your advantage

    1. What is a business asset vs. a liability?

    2. Business Assets as A Powerful Strategy

    3. Build Your Business Asset Interest Survey

    4. Steps to Create and Manage Assets

    5. Side hustles and scalable models

    6. The power of systems and automation

    7. Creating A Brand To Improve Your Finances

    8. Building brand equity and customer loyalty

About this course

  • $97.00 / month
  • 64 lessons
  • 0 hours of video content

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