After You Complete the 10 Steps Book our 1:1 Zoom Call

We will review your situation and you can ask me all your questions

    1. Download the Budget Template and Net Worth Tracker

    2. Download the course workbook

    1. Step 1 - List out Your Short, Medium, and Long Term Goals

    2. Step 2 - Create Your Income Statement

    3. Step 3 - How Much Do You Spend?

    4. Step 4 - Analyzing Your Cash Flow Statement

    5. Step 5 - Creating Your Net Worth Statement

    6. Step 6 - Analyzing Your Net Worth

    1. Levels of Debt

    2. Step 7 - Create Your Own Debt Snowball

    3. Step 8 - List Out Your Investment Accounts

    1. Step 9 - How Much Life Insurance Do You Need

    2. Step 10 - In Case I Get Hit By A Bus

    1. Let's Wrap This Up - Book Your Zoom Call with Me

    2. Final Quiz

About this course

  • 15 lessons
  • 1.5 hours of video content