Financial Wellness Series

Learn strategies that will help you create a generational legacy.

What you’ll get:

• Access to 6-week course + assignments
• Access to exclusive community
• The Real Money Coach Playbook

Course Schedule:

Financial Psychology & Mindset
Tuesday, April 13, 2021
6pm PST

Maintaining the proper mindset is vitally important especially in times of economic challenges. In this session, we explore how our money mindset developed & to how to make adjustments in today’s environment.

Budgeting
Tuesday, April 20, 2021
6pm PST

A proper budget gives you goals and priorities for your money. Emphasis will be placed on proper tracking methods of personal expenses and establishing saving goals.

Personal Credit Profile
Tuesday, April 27, 2021
6pm PST

Understanding the components of a personal credit profile is vital. In this session, we review personal credit building strategies.

Loan & Debt Elimination
Tuesday, May 4, 2021
6pm PST

We will explore good vs bad debt as well as the two most common methods to eliminate debt.

Insurance & Estate Planning
Tuesday, May 11, 2021
6pm PST

Insurance and risk management is a key component to personal financial success. Having basic estate planning such as Will and Power of Attorney will also be addressed.

Retirement Planning
Tuesday, May 18, 2021
6pm PST

Failing to plan for retirement can have a tremendous impact on our quality of life in retirement. Various retirement options will be explained for greater overall understanding.