Course curriculum

  • 1

    Welcome!

  • 2

    Lesson 1: Priorities and Money Mindset

    • 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
  • 3

    Lesson 2: Setting Goals and Dreaming Dreams

    • 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
  • 4

    Lesson 3: Make Changes, Achieve Goals

    • 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
  • 5

    Lesson 4: Keeping Tabs

    • 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