Course curriculum

  • 1

    Welcome! Glad You're Here!

    • How to use this course

    • Let's get to know each other!

    • Tell me about yourself

    • Before we begin...

    • Recommended Course Pacing & Helpful Hints
  • 2

    Chapter 1: Find Your Why

    • Why find your why?

    • What are your dreams?

    • Create your why
  • 3

    Chapter 2: Behaviors & Beliefs

    • How beliefs affect money

    • Your Money Fingerprint

    • Interpreting your results
  • 4

    Chapter 3: Combining Your Finances

    • The importance of combining

    • How to combine

    • Combining finances checklist
  • 5

    Chapter 4: Spending Plan Intro

    • What is a Spending Plan and why use it?

    • Discover your numbers

    • Review your dreams
  • 6

    Chapter 5: Creating Your Spending Plan

    • Priorities & the rocks

    • Intentionally Allocate

    • Adjust your cash flow
  • 7

    Chapter 6: Using Your Spending Plan

    • How to use your Spending Plan

    • Maintain your Spending Plan

    • Commit to change
  • 8

    Next Steps

    • You did it! Here's what's next...

    • More resources for you

    • Before you go...