Module 1A Financial Journey
Unit 0My Financial Journey
Unit 0Financial Plan Foundations
Unit 0Time Management Webinar - How To Multiply Your Time
Module 2Money Stress to Money Success
Unit 0What is a Budget?
Unit 0Common Money Pitfalls - What are yours?
Unit 0A Spending Plan is the Answer
Unit 0Essential Spending Planner To The Rescue
Unit 0You Need A Spending Planner
Unit 0The Vital 3rd Dimension
Unit 0Possible VS How
Unit 0Past VS Future Spending
Unit 0What is a Spending Plan?
Unit 0Report: Why Budgeting Is Broken
Unit 0Why People Avoid Budgeting
Unit 0What is your WHY?
Module 3Your Financial Journey Begins Here
Unit 0I want financial peace too!
Unit 0Getting to Know You Questionnaire
Unit 0What is your WHY? S.M.A.R.T. Goals Worksheet
Unit 0Financial Fitness Check Up Questionnaire
Unit 0#25 Money Truths ebook - Financial Flabbiness to Fit
Unit 0Prioritising Your Spending - Expense Worksheet
Unit 0** PRIORITY: Expense Types Worksheet - How You Spend Your Money (Preparation for 2nd Workshop)
Unit 0** PRIORITY: Current Bank Account Structure Worksheet (Preparation for 1st Workshop)
Unit 0Your Current Financial Wheel Worksheet
Unit 0Benefits of a Spending Plan
Unit 0Testimonials - Happy Spenders
Module 4Course Resources DOWNLOADS
Unit 0JOLLY JULY Course Workbook
Unit 0Financial Wheel (Module 3 > Unit 5)
Unit 0** Bank Account Structure WORKSHEET (Module 3 > Unit 6 & Module 4 > Unit 4)
Unit 0** All Expenses Worksheet (Module 3 > Unit 7 & Module 6 > Unit 4)
Unit 0Goal Setting for Clients ( Module 3 > Unit 12)
Unit 0Six Expense Types
Unit 0Six Expense Types (Module 4 > Unit 1)
Unit 0ESP Bank Structure (Module 4 > Unit 2)
Unit 0Handout: Spending Plan Presentation
Unit 0Common Mistakes When Entering Transactions (Module 6 > Unit 5)
Unit 0Transaction Types
Unit 0Spending Priority (Module 8)
Unit 0Get Out of Debt & Save then Spend
Unit 0Spending Plan Monitoring (Module 10 > Unit 3)
Unit 0Money Mindset Lesson #1 - Worksheet (Module 12)
Unit 0Money Mindset Lesson #2 - Worksheet (Module 12)
Unit 0Money Mindset Lesson #3 - Worksheet (Module 12)
Unit 0Money Mindset Lesson #4 - Worksheet (Module 12)
Unit 0Money Mindset Lesson #5 - Worksheet (Module 12)
Module 5Spending Planner Software Videos
Unit 0SOFTWARE MENU VIDEOS (2 min each): Sign-in and Settings
Unit 0MENU: Dashboard
Unit 0MENU: Account List
Unit 0MENU: Transactions
Unit 0MENU: Calendar
Unit 0MENU: Categories
Unit 0MENU: Assets
Unit 0MENU: Location
Unit 0MENU: Loan Calculator
Unit 0Sneak Peek!! - Spending Planner Software
Module 6BONUS: Money Mindset Lessons
Unit 0Lessons Video Introduction
Unit 0Introduction: Financial Freedom is a Choice, Not a Gift
Unit 0Lesson 1: Financial Freedom is a Choice
Unit 0Lesson 2: Needs VS Wants
Unit 0Lesson 3: Let's get really clear on your really wants
Unit 0Lesson 4: Long Term Thinking Will Either Make Or Break You
Unit 0Lesson 5: The Choice is Yours
Module 7Spending Plan UPGRADE Services
Unit 0Upgrade Spending Plan Services
Unit 08 Week Group Spending Plan Course Schedule (Module 3 > Unit 2)
Unit 08 Week Group Spending Plan Course Checklist (Module 3 > Unit 2)
Essential Spending Planner