Financial Planning Masterclass
Our masterclass is designed to take educate and empower you to build your own financial plan. We have tried to allow you to harness our collective knowledge to build out your own financial plan from start to finish. It was developed to educate and empower more people to pursue their goals and live a fulfilling life.
We believe this class will give you the majority of the information to make informed financial decisions, however many people simply do not want to do it alone or find it boring. If you want help we can partner with your to guide you through the planning process so you can pursue your goals and live a fulfilling life.
The below videos can help you navigate through our Financial Planning Masterclass.
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Intro: Managing Anxiety Through Financial Planning
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Course 1: Money, Anxiety, Fear and Stress
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Course 2: What is a Financial Plan?
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Course 3: Getting Started With Your Plan
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Course 4: Your Plan is Unique Because YOU are Unique
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Course 5: Basic Financial Knowledge
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Course 6: Investing Basics
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Course 7: Financial Planning Assumptions
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Course 8: Build Your Plan
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Course 9: Testing Your Plan
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Course 10: The Hardest Part: Sticking to Your Plan
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Course 11: Monitor Your Plan
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Course 12: Your Financial Coach, a CFP® Professional
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Course 13: Conclusion