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Introduction to the Financial Planning Process

With the modules that follow, we shall begin the financial planning process! Over the course of creating a detailed financial plan, you will learn about many subjects relating to your financial wellbeing. We will cover these topics in a purposeful order, starting with the basics of financial management and moving on to matters that are more complicated. The process will involve the following three stages:

Future Finances
What do you want to achieve in life? Where do you see yourself financially in the near and distant future? Do you have a financial vision of your future? This program will help you describe your financial future in every detail. You will then learn how to see your future through the powerful art of visualization. Once you have seen your future in all of its detail, you will then map the course to your financial destination.

Current Finances
Future modules will help you to bring your current financial picture into focus, down to the smallest detail. You will know exactly where you stand financially. This creates your baseline – your starting point from which you will begin your financial future.

Make it Happen
After you have visualized your future and determined your current situation, you will learn how to transform your financial desires into reality. You will make this happen through saving and investing your money, finding every opportunity to make your money grow, and by protecting it once you have it. Then you will be on your way to achieving your long-term financial goals!

Viewing the process in three stages may help you to realize the logic behind the topics in this program. During this process, you will learn how to create your own personal financial statements and decipher what they mean to you. You will learn how to manage your money so that your hard-earned cash stops slipping through your fingers. Through risk management strategies, you will learn how to prepare for the unexpected. With the help of your coach, you will find ways to save money in virtually every area of your life. Moreover, one of the greatest objectives of this course is to help you create a detailed debt elimination plan, which will put you on track to a life free from personal debt!