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