Module 1INTRO Course: 1 - Money Stress to Money Success
Unit 1WELCOME to the Road to Financial Peace  - Preview 
Unit 2What is a Budget?  - Preview 
Unit 3Why People Avoid Budgeting  - Preview 
Unit 4What is a Spending Plan?  - Preview 
Unit 5Past VS Future Spending  - Preview 
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