Module 1INTRO Course: 1 - Money Stress to Money Success
Unit 1WELCOME to the Road to Financial Peace
Unit 2What is a Budget?
Unit 3Why People Avoid Budgeting
Unit 4What is a Spending Plan?
Unit 5Past VS Future Spending
Unit 6Possible VS How
Unit 7The Vital 3rd Dimension
Unit 8You Need A Spending Planner
Unit 9Essential Spending Planner To The Rescue
Unit 10A Spending Plan is the Answer
Unit 11Common Money Pitfalls - What are yours?
Unit 12Truth & Honesty About Your Money
Module 2INTRO Course: 2 - Embark a Financial Journey
Unit 1My Financial Journey
Unit 2Financial Plan Foundations
Unit 3Multiply Your Time & Money
Module 33 - READY-SET-GO: Preparation for 1st Spending Plan 1:1 Session OR Group Workshop (if available)
Unit 1I want financial peace too!
Unit 2** Your Spending Plan Journey (GPS): How Course Works
Unit 3** READY-SET-GO!! Your Preparations BEFORE the 1st 1:1 Session OR Group Workshop Course
Unit 4Getting to Know You Questionnaire
Unit 5Your Current Financial Wheel Worksheet
Unit 6** PRIORITY: Current Bank Account Structure Worksheet
Unit 7** PRIORITY: Expense Types Worksheet - How You Spend Your Money
Unit 8Prioritising Your Spending - Expense Worksheet
Unit 9**Book a READY-SET-GO Video Review
Unit 10Financial Fitness Check Up Questionnaire
Unit 11Your Money Habitudes Game (partner too!)
Unit 12What is your WHY? S.M.A.R.T. Goals Worksheet
Unit 13RSVP to a 'Get READY-SET-GO' Webinar (Group Workshop Course ONLY)
Module 44 - Effective Bank Account Structure (Week #1 Course Workshop)
Unit 1The Six Expense Types
Unit 2Effective Bank Account Structure
Unit 3The Three Pigs Account Analogy
Unit 4Organize Your Effective Bank Structure
Unit 5Nuts and Bolts VS. Six Types of Spending
Unit 6Weekly Expenses
Unit 7Regular Predictable Bills (expenses)
Unit 8Purchase Things
Unit 9Repair Things
Unit 10Replace Things
Unit 11Once in a Lifetime Occurrences
Unit 12Optional Credit Card (not used as credit)
Unit 13Spending Planner Software: Time to GET STARTED!
Unit 14Spending Planner Software SIGN IN and SETTINGS (Login Instructions)
Unit 15Account List
Unit 16Setting Up Your Spending Plan Accounts
Unit 17SET UP & PAY for your Spending Planner Software SUBSCRIPTION
Module 55 - Spending Planner Software Overview (Week #2 Course Workshop)
Unit 1Spending Planner Software Menu
Unit 2Sign In & Settings (Login Instructions to Spending Planner Software)
Unit 3Dashboard
Unit 4Account List
Unit 5* NEW Combined Sub (virtual) Accounts
Unit 6Transactions
Unit 7Calendar
Unit 8Categories
Unit 9Assets
Unit 10Location
Unit 11Loan Calculator
Unit 12* NEW Back Up and Restore Plan
Unit 13Spending Planner REPORTS
Module 66 - Life Costs: 1st Spending Plan (Week #2 Course Workshop)
Unit 1Virtual 1st > Reality 2nd
Unit 2LIFE - Style Truths
Unit 3Self Entitlement
Unit 4What Are Essential Expenses?
Unit 5Enter 'Essential' Expenses (Transactions) ONLY
Unit 6Understanding Transaction Types
Unit 7Preparing For Your 1st Spending Plan
Unit 8Display Plan - Your Crystal Ball & GPS
Unit 9Book an Mentoring Session
Unit 10Using a Credit Card as a Debit Card (points) *UNABLE TO PLAY VIDEO
Module 77 - Plugging the Leaks in Your Spending (Week #3 Course Workshop)
Unit 1Reducing Your Essential Costs
Unit 2Renegotiate Your Bills
Unit 3Create a Meal Plan
Unit 42 Steps Forward - 1 Step Back
Unit 5Reject Spending Money On Normal Things
Unit 6Your Possessions
Module 88 - Stop the Debt Cycle and SAVE! (Week #3 Course Workshop)
Unit 1Spending Priority with CONSUMER DEBT
Unit 2Be Prepared, Not Scared or Stressed
Unit 3Big Bad Wolf Account - Financial Peace
Unit 4Pay Off Debt
Unit 5Dave Ramsey's Baby Step 2 - Get out of debt!
Unit 6Snowball VS Avalanche Methods
Unit 7Long Term Savings Account
Unit 8Emergency Fund
Unit 9Savings Account - "Really Wants"
Unit 10Compounding Interest Explained
Unit 11Don't Buy Stuff You Cannot Afford
Unit 12Can I Invest My Savings?
Module 99 - Your Perfect Spending Plan: Life+Style (Week #4-6 Course Workshop)
Unit 1Prioritise Your Spending - A New Beginning
Unit 2Enter All Remaining Expenses
Unit 3Long Term Savings (Replacements) Expenses
Unit 4Balancing Your Spending Plan - See Your Perfect Spending Year
Unit 5REVIEW: Understanding Display Plan
Unit 6Mirror Your Account Balances: Time For Reality
Unit 7Go LIVE with your Spending Plan!
Unit 8Have an Alpaca Attitude
Unit 9Don't Use This One Word
Module 1010 - Living Your Spending Plan (Week #7-8 Course Workshop)
Unit 1Phase 2 Begins
Unit 2Roll Your Plan Forward: Transactions Due
Unit 3Accountability: Spending Plan Weekly Monitoring
Unit 4Following Your Spending Plan (old video but relevant)
Unit 5Quick and Easy Spending Plan UPDATE (if it has been awhile since last monitoring)
Unit 6REVIEW: Understanding Display Plan
Unit 7Dream Scenarios: Can I Afford This?
Unit 8You Made It !!
Module 1111 - Support and Accountability (Week #8 Course Workshop)
Unit 1Software Proficiency
Unit 2Schedule Support Session with Sherri
Unit 3Accountability: Weekly Report
Unit 4On Demand Support
Unit 5Teach Your Children About Money Truths
Module 1212 - Money Mindset Lessons
Unit 1Introduction: Financial Freedom is a Choice, Not a Gift
Unit 2Lesson 1: Financial Freedom is a Choice
Unit 3Lesson 2: Needs VS Wants
Unit 4Lesson 3: Let's get really clear on your really wants
Unit 5Lesson 4: Long Term Thinking Will Either Make Or Break You
Unit 6Lesson 5: The Choice is Yours
Module 13Software Tips
Unit 1Start Dates and End Dates
Unit 2When FFFI expenses are different every week
Unit 3How to Record FFFI Account Expenses that are not Spent
Unit 4Enter Real Transaction Amounts Rather Than Averaged Ones
Unit 5Irregular Transactions
Unit 6Periodic Payments or Installments
Unit 7When Transactions Do Not Occur as or When Expected
Unit 8Rebuild Spending Plan
Unit 9Data Security
Unit 10Credit Card Interest Calculations
Unit 11Credit Card Tutorial Video (No Permission from VIMEO)
Module 14VIDEO INDEX: Spending Planner Software Training
Unit 1A Spending Plan is the Answer - (Module 1 Unit 10)
Unit 2Spending Planning: (Module 1)
Unit 3Spending Plan Overview Steps - (Module 3 Unit 2)
Unit 4Current Bank Account Structure Worksheet: (Module 3 Unit 6)
Unit 5CREATING YOUR PLAN - All Expenses Worksheet: (Module 3 Unit 7)
Unit 6Prioritise Your Spending: (Module 3 Unit 8)
Unit 7BANK ACCOUNT STRUCTURE - The Six Expense Types: (Module 4 Unit 1)
Unit 8Bank Account Structure: (Module 4 Unit 2)
Unit 9The Three Pigs Account Analogy: (Module 4 Unit 3)
Unit 10Setting Up Accounts (Credit Cards and Loans): (Module 4 Unit 4)
Unit 11The Power Of Leverage - Bills: (Module 4 Unit 7)
Unit 12How to Delete an Account: (Module 4 Unit 16)
Unit 13Software Menu Videos (2 min each): Sign-in and Settings: (Module 5 Unit 2)
Unit 14Dashboard: (Module 5 Unit 3)
Unit 15Account List: (Module 5 Unit 4)
Unit 16Transactions: (Module 5 Unit 5)
Unit 17Calendar: (Module 5 Unit 6)
Unit 18Categories: (Module 5 Unit 7)
Unit 19Assets: (Module 5 Unit 8)
Unit 20Location: (Module 5 Unit 9)
Unit 21Loan Calculator: (Module 5 Unit 10)
Unit 22Common Mistakes When Entering Transactions: (Module 6)
Unit 23Entering Transactions - Expenses: (Module 6 Unit 5)
Unit 24Understanding Transfers: Transaction Types: (Module 6 Unit 6)
Unit 25Preparing For Your 1st Spending Plan: (Module 6 Unit 7)
Unit 26Display Plan - Your Crystal Ball: (Module 6 Unit 8)
Unit 27Budget VS Spending Plan - #7 Ways to Balance Plan: (Module 9)
Unit 28Long Term Savings Account: (Module 9 Unit 3)
Unit 29LIVING YOUR PLAN - Phase 2 Begins - Live Your Spending Plan: (Module 10)
Unit 30Roll Your Plan Forward: Transactions Due: (Module 10 Unit 2)
Unit 31Different ACTUAL spending amount of a PLANNED expense or income: (Module 10 Unit 2)
Unit 32Following Your Spending Plan: Your Financial GPS: (Module 10 Unit 4)
Unit 33Dream Scenarios: Can I Afford This?: (Module 10 Unit 6)
Unit 34Accountability - Weekly (Report) Monitoring Routine: (Module 11)
Unit 35Credit Card Tutorial (Unable to Transfer Video): (Module 13 Unit 11)
Module 15VIDEO INDEX: Enrichment Resources
Unit 1Your Financial Planning Triangle
Unit 2Common Money Pitfalls - What are yours?
Unit 3Handout: Spending Plan Presentation
Unit 4Benefits of a Spending Plan
Unit 5Money and Marriage: How to budget with your reluctant spouse
Unit 6Truth & Honesty About Your Money
Unit 7How To Multiply Your Time - TedX
Unit 8Time Management Webinar - How To Multiply Your Time
Unit 9Renegotiate Your Bills
Unit 10Complaining About Money Is Making You Poor
Unit 11Why Entitled People Are Always Poor
Unit 12Why You Should Reject Spending Money of Normal Things
Unit 13How To Pay Off Debt Faster: Snowball or Avalanche Method
Unit 14How To Stop Buying Stuff You Don't Actually Want
Unit 15What a 4 Year Old Taught Me About Dreams & Money
Unit 16How To Stick To Your Plan - Never Use This One Word
Unit 17DOGumentary - Credit Cards
Unit 18Credit Card Debt Explained
Unit 19Compounding Interest Explained
Unit 20Dave Ramsey's Baby Step 2 - Get out of debt!
Unit 21Teach Your Children About Money Truths
Unit 2219 Year Old Buys 1st Home (No help from single Mum)
Unit 23Have an Alpaca Attitude About Your Spending Plan
Unit 24The One Thing - Time Management
Unit 25Don't Buy Stuff You Cannot Afford
Unit 26Basic Financial Terminologies
Module 16Spending Plan Courses and Services
Unit 1Pay it Forward
Unit 2Spending Plan Courses
Unit 3Spending Plan Memberships
Unit 4Spending Plan Services
Unit 5Kids N' Money: A Parent's Guide
Module 17Course Resources DOWNLOADS
Unit 1Organizing Course Resources: Download to Computer FOLDER or PRINT
Unit 2**** DOUGHvember 2022 Workbook ****
Unit 3Course Schedule (Module 3 > Unit 2)
Unit 4Course Checklist (Module 3 > Unit 2)
Unit 5Financial Wheel (Module 3 > Unit 5)
Unit 6** Bank Account Structure WORKSHEET (Module 3 > Unit 6 & Module 4 > Unit 4)
Unit 7** All Expenses Worksheet (Module 3 > Unit 7 & Module 6 > Unit 4)
Unit 8Money Habitude Discovery (Module 3 > Unit 11)
Unit 9What are Money Habitudes (Module 3 > Unit 11)
Unit 10Goal Setting for Clients ( Module 3 > Unit 12)
Unit 11Six Expense Types (Module 4 > Unit 1)
Unit 12ESP Bank Structure (Module 4 > Unit 2)
Unit 13Debt Reduction Worksheet (Module 8)
Unit 14Spending Priorities - With DEBT (Module 8 > Unit 1)
Unit 15Common Mistakes When Entering Transactions (Module 6 > Unit 5)
Unit 16Transaction Type Explanation (Module 6 > Unit 6)
Unit 17Alpaca Attitude (Module 9 > Unit 8)
Unit 18Spending Plan Monitoring (Module 10 > Unit 3)
Unit 19Weekly Monitoring Transactions (Module 10 > Unit 3)
Unit 20SP Software Training Review ( Module 11 > Unit 1)
Unit 21Money Mindset Lesson #1 - Worksheet (Module 12)
Unit 22Money Mindset Lesson #2 - Worksheet (Module 12)
Unit 23Money Mindset Lesson #3 - Worksheet (Module 12)
Unit 24Money Mindset Lesson #4 - Worksheet (Module 12)
Unit 25Money Mindset Lesson #5 - Worksheet (Module 12)
Unit 26Spending Priority
Unit 27Business Spending Plan - Transaction List
Essential Spending Planner