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Build A Financial Plan With Ease
Welcome Students!
Welcome & Overview (1:00)
Overview- Part 1- What can you accomplish in this course (6:07)
Overview- Part 2- What is the process (2:37)
Overview -Part 3 - Objective Mindset (7:45)
Resources
Ground work - Me, Myself and I...
Goals (4:35)
Needs (0:58)
Wants (1:45)
With the Other in Mind- Their needs, wants and dreams (1:43)
Guidance and Tips in Creating a Financial Plan
Scary- Known-Complicated- Overwhelming -Avoid (1:54)
To Guess or Not To Guess- that is the question... (4:30)
Know Thyself (2:04)
Part 1 - Designing a Financial Plan: Income
What is income? (6:56)
W2- Salaried or Hourly Employee (6:30)
Self Employeed (6:12)
1099 Independent Agent or Commission Based work (6:41)
Side Hustle or Side Business (6:13)
Social Security Income (4:14)
Dividends Income (5:31)
Partner or Investor Income (11:09)
Bonus (3:22)
Annuity Income (6:25)
Pension Income (7:38)
Part 2 - Designing a Financial Plan: Expenses
What is an Expense (4:56)
Bite Size=Monthly (3:12)
Step 1 - Home Expenses (8:17)
Step 2 - Auto/Transportation (3:58)
Step 3- General Living Expenses (6:42)
Step 4 - Child(ren) [if applicable] (5:13)
Step 5 - Pets [if applicable]
Step 6 - Technology (9:07)
Step 7 -Medical & Health (6:41)
Step 8 - Annual Expenses (5:33)
Step 9 - Insurance (6:44)
Part 3 - Designing a Financial Plan: Savings & Investments
About or What is Savings & Investments (11:03)
Part 4 - Designing a Financial Plan: Debt or Obligations
Understanding Debt & Obligations (10:44)
Case Studies - Part 1 - Profiles
About our Case Studies (2:25)
Rachel the Realtor (18:25)
Abby the Accountant (12:47)
Tammy the Teacher (19:53)
Nicole the Nurse (17:55)
Case Studies - Part 2 - The Review
Review Rachel the Realtor (31:11)
Review Abby the Accountant (27:32)
Review Tammy the Teacher (12:05)
Review Nicole the Nurse (15:17)
Building a Plan- Putting the Pieces Together
First Draft - Expectation (2:11)
Put the Plan into Action; Steps to Take or Not Take
Observations & Decisions (10:00)
Planning with the end in mind (6:46)
Maintaining the Plan (6:38)
Review the Plan
Annual Review (8:31)
Closing Remarks
Closing Remarks (5:23)
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About or What is Savings & Investments
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