Course curriculum

  • 1

    Module 1: Where Are You Now

    • Welcome!

    • Financial Satisfaction

    • Life Transitions

    • Submit Assignments

    • Building Wealth Assessment

    • Schedule Your First Session

    • Get Organized

  • 2

    Module 2: Explore The Past

    • What's Your Money Bio

    • Personal Insights About Money

    • Submit Assignments

    • Schedule Your Second Session

    • Wheel of Life

  • 3

    Module 3: Visualize Your Future

    • Setting Goals

    • Investing Your Time and Energy

    • Visualize Your Future

    • Submit Assignments

    • Schedule Your Third Session

  • 4

    Module 4: Cash Flow Mastery

    • Budgeting

    • Monthly Cash Flow Plan

    • Recommended Percentages

    • First Step Cash Management System™

    • Implementation Guide

    • Submit Assignments

    • Schedule Your Fourth Session

  • 5

    Module 5: Design Your Best Life

    • Course Review

    • The Automatic Wealth Building Blueprint

    • 5 Numbers You Should Know

    • Your Plan for Success

    • Schedule Your Fifth Session

    • Course Completion Quiz