Build A Financial Plan With Ease
a comprehensive step by step course to help single women build a financial plan
Enroll in CourseBuild A Financial Plan With Ease® Was Built with the
Single Woman in Mind.
If you've rarely or never managed your personal finances or simply feel you are not managing them well. If you’re looking for help to set up some structure and demystify this seemingly confusing process. If you'd like to do all this, with expert "hand holding" at each step along the way, this is the course for you.
- Follow the lessons at your own pace. There are 4 building blocks with over 30 videos, taking you through the formation of a financial plan.
- Teaching you the "what" that makes up a financial plan via our keep it simple education approach.
- Step by Step coaching on the "how" to put the pieces together via our workflow.
- Case Studies to help model the process and outcome. Many appreciate seeing the tools put into practice via the case studies.
- Resources keep you focused, including a printable workbook, worksheets and spreadsheet .
WHAT YOU'LL LEARN:
When sitting across from a financial advisor or a financial planner ready to prepare or develop a financial plan, you may find that before getting into the numbers and before doing a deep dive into any sort of analysis or projection, similar to a road map, one needs to identify the starting point otherwise known as point “A” and then the destination or point “B.”
In this course we will begin with “the end in mind” so we start with where is it that you would like to be/arrive at in this financial journey?
In this course you’ll learn all about:
- Point “B”- Your Road Map: The second part of the ‘prep’ phase or point “B” is to articulate, Where are you going? What is the destination? What it is that you want to try to accomplish and wish or dream could be in your future such as needs, wants, goals etc. Once you have a rough idea of your goals, needs and wants, then we need to get a snapshot of our current situation before drawing a path or taking steps to get closer to our goals or destination.
- Point “A”- Your Road Map: In this part we focus on understanding the current financial situation. I liken it to when you are trying to design a “road map” or take GPS/Waze/Map-quest somewhere, you first need to define where is the starting point or your current situation/location before you can determine your path or journey on how to get to point “B” . Identifying point “A” may provide an individual some clarity. In this part of the course you will learn about the 4 building blocks of a financial life in great detail and how to use them to begin seeing or understanding your current situation.
- Case Studies: After teaching and explaining the process and the foundation of a financial plan, it’s not always so simple to visualize the finished product. In this part you will get a glimpse into other people’s life with a unique opportunity to learn about four women each with their own “story”, situation and predicament and how and what building a financial plan may look like for each one.
Your Instructor
Ronn Yaish is the founder of Balanced Financial Life, an online personal finance education community. This new “entity” was established in 2019 and offers; educational content and discussions/engagement via courses, online presentations, articles, reviews and webinars.
Professional:
Ronn is the Managing partner of Yaish Financial, a wealth management and financial planning boutique firm located in New Jersey. Being a NJ registered Investment Advisor, Ronn may work with clients throughout the United States (except Louisiana and Texas). Many clients appreciate the high tech high touch personal approach of Ronn Yaish’s firm, this allows him to utilize technology to connect and share with his clients and prospective clients regardless of their location. (the term some like to use is location independent).
Ronn earned a Masters degree in Education from Loyola University Chicago and an MBA with a concentration in Finance from Seton Hall University. (as an aside, I really enjoyed living in Chicago, my family considered relocating there permanently!)
In addition to being a Financial Advisor/Wealth Manager, Ronn is licensed in several states to sell Life Insurance.