Course curriculum

  • 1
    Module 1: Where Are You Now
    • Welcome!
    • Financial Satisfaction
    • Life Transitions
    • Submit Assignments
    • Building Wealth Assessment
    • Schedule Your Next Session
    • Get Organized
  • 2
    Module 2: Explore The Past
    • What's Your Money Bio
    • Personal Insights About Money
    • Submit Assignments
    • Schedule Your Next Session
    • Wheel of Life
  • 3
    Module 3: Visualize Your Future
    • Setting Goals
    • Investing Your Time and Energy
    • Visualize Your Future
    • Submit Assignments
    • Schedule Your Next 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 Next Session