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Unit 1 | My Financial Journey |
Unit 2 | Financial Plan Foundations |
Unit 3 | Time Management Webinar - How To Multiply Your Time |
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Unit 1 | What is a Budget? |
Unit 2 | Why People Avoid Budgeting |
Unit 3 | Report: Why Budgeting Is Broken |
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 | What is your WHY? |
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Unit 1 | I want financial peace too! |
Unit 2 | Testimonials - Happy Spenders |
Unit 3 | Benefits of a Spending Plan |
Unit 4 | Your Current Financial Wheel Worksheet |
Unit 5 | ** PRIORITY: Current Bank Account Structure Worksheet |
Unit 6 | ** PRIORITY: Expense Types Worksheet - How You Spend Your Money |
Unit 7 | Prioritising Your Spending - Expense Worksheet |
Unit 8 | #25 Money Truths ebook - Financial Flabbiness to Fit |
Unit 9 | Financial Fitness Check Up Questionnaire |
Unit 10 | What is your WHY? S.M.A.R.T. Goals Worksheet |
Unit 11 | Getting to Know You Questionnaire |
Unit 12 | ** DOUGH-vember WORKBOOK - Print |
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Unit 1 | DOUGH-vember Course Workbook |
Unit 2 | Money Mindset Lesson #1 - Worksheet (Module 12) |
Unit 3 | Money Mindset Lesson #2 - Worksheet (Module 12) |
Unit 4 | Money Mindset Lesson #3 - Worksheet (Module 12) |
Unit 5 | Money Mindset Lesson #4 - Worksheet (Module 12) |
Unit 6 | Spending Plan Monitoring (Module 10 > Unit 3) |
Unit 7 | Get Out of Debt & Save then Spend |
Unit 8 | Spending Priority (Module 8) |
Unit 9 | Transaction Types |
Unit 10 | Common Mistakes When Entering Transactions (Module 6 > Unit 5) |
Unit 11 | Handout: Spending Plan Presentation |
Unit 12 | ESP Bank Structure (Module 4 > Unit 2) |
Unit 13 | Six Expense Types (Module 4 > Unit 1) |
Unit 14 | Six Expense Types |
Unit 15 | Goal Setting for Clients ( Module 3 > Unit 12) |
Unit 16 | ** All Expenses Worksheet (Module 3 > Unit 7 & Module 6 > Unit 4) |
Unit 17 | ** Bank Account Structure WORKSHEET (Module 3 > Unit 6 & Module 4 > Unit 4) |
Unit 18 | Financial Wheel (Module 3 > Unit 5) |
Unit 19 | Money Mindset Lesson #5 - Worksheet (Module 12) |
Unit 20 | Workshop #1 Recording - Six Expense Types and Effective Bank Structure |
Unit 21 | Workshop #2 Recording - Create Your Spending Plan |
Unit 22 | Workshop #3 Recording - Your Perfect Spending Year |
Unit 23 | Workshop #4 Recording - Living Your Spending Plan |
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Unit 1 | SOFTWARE MENU VIDEOS (2 min each): Sign-in and Settings |
Unit 2 | MENU: Loan Calculator |
Unit 3 | MENU: Location |
Unit 4 | MENU: Assets |
Unit 5 | MENU: Categories |
Unit 6 | MENU: Calendar |
Unit 7 | MENU: Transactions |
Unit 8 | MENU: Account List |
Unit 9 | MENU: Dashboard |
Unit 10 | Sneak Peek!! - Spending Planner Software |
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Unit 1 | Lessons Video Introduction |
Unit 2 | Introduction: Financial Freedom is a Choice, Not a Gift |
Unit 3 | Lesson 1: Financial Freedom is a Choice |
Unit 4 | Lesson 2: Needs VS Wants |
Unit 5 | Lesson 3: Let's get really clear on your really wants |
Unit 6 | Lesson 4: Long Term Thinking Will Either Make Or Break You |
Unit 7 | Lesson 5: The Choice is Yours |
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Unit 1 | Loom Video REVIEW #1 |
Unit 2 | Loom Video REVIEW #2 |
Unit 3 | 1st 30-Minute Session with Sherri |
Unit 4 | 2nd 30-Minute Session with Sherri |
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Unit 1 | Upgrade Spending Plan Services |
Unit 2 | 8 Week Group Spending Plan Course Schedule (Module 3 > Unit 2) |
Unit 3 | 8 Week Group Spending Plan Course Checklist (Module 3 > Unit 2) |