Financial Foundations Course
$299.00
Life is about determining what you really want and figuring out how to make it happen. Each of us needs to strike a balance – all it takes is understanding what is truly important to you, and why! Discover a personal approach to financial planning that goes beyond investment options, performance, and avoiding risk to help you identify your dreams and to start planning to make that happen.
The secret to success in financial planning is determining what you want to achieve and why! The next step is to figure out how to navigate the potentially overwhelming landscape of terminology, products, and choices. Then you must develop a plan of action, take the appropriate steps to implement the plan, and finally have a means to monitor your progress. Whether you choose to go at it alone, be the coordinator of all the professionals and their respective pieces, or delegate it fully to a professional -the Head Coach of your team, you are going to need a framework.
In the Financial Foundations Course we will do a deep dive into:
Success Fundamentals
- The Pursuit of Values
- A Framework for Success
- Overrated Rate of Return
- Pay Yourself First
- Time, Not Timing
- Destination: “Retirement”
The 6 Big Risks®
- Dying Too Soon
- Living Too Long
- Becoming Sick or Injured
- Improper Tax Planning
- Legal Entanglements
- The Biggest Risk of All
Anatomy of a Financial Planning
- Managing the Risks
- Investing for Your Future
- Retirement Income Planning
- Dealing with Uncle Sam
- Estate of Affairs
Upon successful completion of the course, you will be able to:
- Align your financial choices with you most important goals and most deeply held values
- Put in place a process to get your entire financial and a process to keep it that way
- Have confidence that no matter what happens in the markets, the economy, or the world, that you can stay on track to achieve your goals
- Free up physical and mental space, and time, so that you can focus on things in your life that are more important than money
Enroll NOW and begin to create the future you have always dreamt of having!