Course #2: Financial Next Steps
In this 4-session course we cover a variety of topics to get you set for your next steps, including: aligning your spending and priorities, financial goal setting, preparing for big purchases, financial emergency plan & credit monitoring/managing
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Course 2, Lesson 1: Priorities and Money Mindset
Begin With the End in Mind
Priorities - What Matters Most
Your Life Inventory
My Financial Standards
Lesson 1 Feedback
Lesson 1 Slides
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Course 2, Lesson 2: Setting Goals and Dreaming Dreams
For Reference: Planning Ahead Strategy Worksheet
One Year From Now Exercise
1 Year Goal Setting Worksheet
90 Day Goal Setting Worksheet
One-at-a-time Goal Setting Worksheet (more detailed)
Lesson 2 Feedback
Lesson 2 Slides
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Course 2, Lesson 3: Make Changes, Achieve Goals
Your 1-Year Goals vs Your Current Financial State
My Emergency Plan
Additional Resource: How to Find (or Create) the Right Side Hustle for You
Lesson 3 Feedback
Lesson 3 Slides
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Course 2, Lesson 4: Keeping Tabs
How to Manage and Monitor Your Credit
How Long to Keep Records for the IRS
Lesson 4 Feedback
Lesson 4 Slides