Learn
Understand the financial concepts that matter to your situation.
THE COURSE
Learn your money. Plan your future.
ShreeMoney Financial Coaching is a live, one-month journey designed to help you understand your financial position, make better decisions and build a personal financial plan around your own life.
THE JOURNEY01—08
01
DiscoverKnow where you stand
02
UnderstandCash flow & financial safety
03
ProtectRisk & insurance
04
Set goalsTurn goals into a plan
05
InvestInvestment planning & analysis
06
AllocateBuild your portfolio
07
DecideEvaluate major decisions
08
CompleteRetirement, tax & estate
HOW IT WORKS
Learn. Think. Apply.
This isn't a lecture series where you collect information and forget it later. Every session connects the concepts to your own financial life.
You learn the idea, think through the decisions, apply it to your numbers, record the work and discuss what it means for you.
Think
Look at trade-offs, risks and choices before acting.
Apply
Use your own numbers, goals and circumstances in the exercises.
Record
Capture the work using the provided worksheets and tools.
Discuss
Use live coaching to question, refine and move forward.
THE 8 SESSIONS
A complete financial planning journey.
The sessions move in sequence. First understand your current position. Then protect it, define what you want, evaluate investments and decisions, and bring it all together.
01
Financial Discovery & Your Financial Health
Understand where you are today — household, income, expenses, assets, liabilities, investments, insurance and financial concerns.
- Current position
- Net worth
- Savings rate
02
Cash Flow, Net Worth & Financial Safety
Build the foundation: cash flow, liquidity, emergency funds, debt and the flexibility needed to handle uncertainty.
- Cash flow
- Liquidity
- Debt & safety
03
Risk Management & Insurance
Identify financial risks and understand how insurance and protection fit into a wider financial plan.
- Risk
- Insurance needs
- Protection
04
Goals & Goal-Based Financial Planning
Turn what matters to you into clear financial goals with priorities, timelines and a way to measure progress.
- Goals
- Priorities
- Timelines
05
Investment Planning & Analysis
Understand investments in context — what each investment is meant to do, and how it fits your goals, risk and time horizon.
- Investment purpose
- Risk & return
- Analysis
06
Asset Allocation & Portfolio Construction
Build an allocation that reflects your goals and risk capacity instead of simply collecting products.
- Asset allocation
- Risk capacity
- Portfolio
07
Financial Decision-Making & NPV Analysis
Learn a structured way to evaluate major financial decisions, compare alternatives and understand trade-offs.
- Cash flows
- NPV
- Trade-offs
08
Retirement, Tax & Estate Planning
Bring long-term priorities into the picture and understand how retirement, tax and estate considerations affect the plan.
- Retirement
- Tax
- Estate
THE OUTCOMEFrom scattered decisions to one personal financial plan.Built around your life, your goals and your numbers.
WHAT YOU LEAVE WITH
A plan you can actually use.
01Financial clarityA structured view of your income, spending, assets, liabilities, risks and goals.
02Practical toolsNotion material, worksheets and financial planning tools to keep using.
03Your financial planA personal plan prepared with you, connecting the work from the course.
04Decision frameworkA better way to evaluate investments and major financial decisions.
AFTER THE MONTH
You don't get left with a spreadsheet.
The course is designed to continue beyond the live sessions. You can keep working with the plan and come back for support as your situation changes.
Monthly coaching
Coaching support once a month for a year after the course.
Review & refine
Revisit your plan as your goals, income, investments or circumstances change.
Keep implementing
The aim is not a perfect plan on paper. It is better financial decisions in real life.
READY TO START?
Understand your money.
Build your plan.
Choose the programme that fits what you need, or simply get in touch and we'll discuss it.