Course curriculum

  • 1

    Welcome to the course!

    • Message from Instructor
  • 2

    Lesson 1: My Money and Me

    • Eric Thomas - Discipline Yourself (Eric Thomas Motivation)

    • My Money and Me

    • My Money and Me Presentation

    • Financial Reality Check

    • My Money and Me Quiz
  • 3

    Lesson 2: My Mind on My Money

    • Behavior Economics

    • You Mind On Your Money

    • My Mind on My Money Presentation

    • My Mind on My Money Quiz
  • 4

    Lesson 3: Financial Freedom

    • Steps Towards Financial Freedom

    • Financial Freedom Presentation

    • Needs Vs. Wants Worksheet

    • 1428 Financial Wellness Roadmap

    • Financial Freedom Quiz
  • 5

    Lesson 3b: Building Your Plan

    • Building Your Plan

    • Building Your Plan Presentation
  • 6

    Lesson 4: What happens when you swipe?

    • A Brief History of Credit Cards (or What Happens When You Swipe)

    • What Happens When You Swipe

    • What Happens When You Swipe Presentation

    • Understanding Credit Key Points

    • Credit Score Review - How to Check Your Credit Score Online: TransUnion - Equifax - Experian

    • Negotiating with creditors

    • Debt Myths_UnderstandingCredit

    • Script for Negotiating Lower Payments_1428

    • Loan Calculator

    • Debt Payment Agreement Letter

    • 1428 Financial Wellness Debt Elimination Calculator

    • 1428 Financial Wellness Auto Loan Calculator

    • What Happens When You Swipe Quiz
  • 7

    Lesson 5: Let it Grow - Saving and Investing

    • What is an IRA Traditional IRA vs Roth IRA vs 401K - Pros and Cons and Tax Benefits

    • Let it Grow

    • Let it Grow Presentation

    • Let it Grow - Saving and Investing Quiz
  • 8

    Lesson 6: Balling on a Budget

    • Balling On A Budget

    • Balling on a Budget Presentation

    • Budget Cuts Checklist

    • Balling on a Budget Quiz

    • What to Bring to the Budget Meeting

    • Balling on a Budget
  • 9

    Preparing for your Coaching Session

    • Preparing For Your Coaching Session

    • Financial Discovery Form

Checklist

Make sure you have these items to get the most from this course.

  • The planner is comprised of practical spaces to track your progress, checklists to assess your financial health, and tools to help you develop healthy financial behaviors.

  • Access to an electronic device. Each courses will be online including coaching sessions.