Sign up for personal finance training today – $200
Similar to coaching, we’ll meet with you to cover money management best practices and how to integrate them into your own finances. Training differs in duration and topics covered.
Over the course of a 30 day period, we’ll follow up to help ensure your progress. We’ll schedule a coaching session at the beginning of the month and at the end, as well as two follow-up phone calls in between. We’ll check in on your milestones and cover all of the following topics.
- Money planning and management
- One Number Strategy
- organize finances, planning, budgeting, expense review
- techniques for real-world budgeting success
- Credit, debt strategy
- how to stay out, or get out of debt
- loan payoff strategies
- Use income taxes to get ahead
- tax fundamentals
- strengthen finances year round
- Investing and retirement
- investment options and strategies
- retirement planning
Ready to train? Sign up now.
