Know where you stand
Cash flow and net worth provide the foundation for financial decisions.
PERSONAL FINANCE COURSE
Personal finance course. Understand how your money fits together.
A practical course for people who want to understand and manage their own finances—from cash flow and financial safety to goals, investments and long-term planning.
PERSONAL FINANCE COURSE
Start with your financial picture.
Personal finance is easier to manage when the different parts are considered together. Start with income, expenses, assets, liabilities and financial safety before moving to goals and investments.
Create financial safety
Emergency reserves, debt and protection help create a stronger base for the rest of the plan.
THE PRACTICAL WORK
Connect goals to decisions.
Once the current position is clear, define goals, consider risks and decide how investments and asset allocation can support those goals.
Give priorities a timeline
Define the amount, timing and priority of important financial goals.
Build the plan
Bring cash flow, risk, goals, investments, allocation and long-term planning together.
KEEP LEARNING
From personal finance to financial planning.
Personal finance and financial planning overlap, but the course focuses on applying the complete planning process to your own financial life.
LEARN THE FULL PROCESS
Understand your money.
Build your plan.
Work through financial planning, investment planning and analysis in live coaching.