Course curriculum

  • 1

    Welcome!

    • Welcome and what to expect!
  • 2

    Lesson 1: Your Money Mindset

    • Lesson 1: Your Money Mindset
    • Uncovering Your Money Beliefs
    • Your Life Inventory
    • Your Money Mindset
    • Money Archetype Quiz
    • Lesson 1 Feedback
    • Lesson 1 Slides
  • 3

    Lesson 2: Financial Basics

    • Lesson 2: Financial Basics
    • Financial Terms
    • Financial Terms Quiz
    • Lesson 2 Feedback
    • Lesson 2 Slides
  • 4

    Lesson 3: Life by Design

    • Lesson 3: Life by Design
    • Find Your Why for What You Do With Money
    • Lesson 3 Feedback
    • Lesson 3 Slides
  • 5

    Lesson 4: Road to Retirement

    • Lesson 4: Road to Retirement
    • Legacy File
    • Savings Rate
    • Net Worth Calculator
    • Lesson 4 Feedback
    • Lesson 4 Slides
  • 6

    Lesson 5: Put That Money to Work

    • Lesson 5: Put That Money to Work
    • Investment Information & Tax Optimization
    • Lesson 5 Feedback
    • Lesson 5 Slides
  • 7

    Lesson 6: Managing Money With Your Family

    • Lesson 6: Managing Money With Your Family
    • Our Family Chores and Allowance
    • Sample Parent-Child Car Contract
    • Lesson 6 Feedback
    • Lesson 6 Slides