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