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Unit 1 | My Financial Journey |
Unit 2 | Financial Plan Foundations |
Unit 3 | Getting to Know You Questionnaire |
Unit 4 | Financial Fitness Questionnaire |
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Unit 1 | What is a Budget? |
Unit 2 | Common Money Pitfalls - What are yours? |
Unit 3 | A Spending Plan is the Answer |
Unit 4 | Essential Spending Planner To The Rescue |
Unit 5 | You Need A Spending Planner |
Unit 6 | The Vital 3rd Dimension |
Unit 7 | Possible VS How |
Unit 8 | Past VS Future Spending |
Unit 9 | What is a Spending Plan? |
Unit 10 | Report: Why Budgeting Is Broken |
Unit 11 | Why People Avoid Budgeting |
Unit 12 | #25 Money Truths ebook - Financial Flabbiness to Fit |
Unit 13 | What is your WHY? |
Unit 14 | Benefits of a Spending Plan |
Unit 15 | Testimonials - Happy Spenders |
Unit 16 | I want financial peace too! |
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Unit 1 | ** JOLLY JULY WORKBOOK - Print |
Unit 2 | Course Checklist |
Unit 3 | Financial Wheel |
Unit 4 | S.M.A.R.T. Goal Setting |
Unit 5 | Six Expense Types |
Unit 6 | Six Expense Types & Bank Accounts |
Unit 7 | ** PRIORITY: Current Bank Account Structure Worksheet & VIDEO (Preparation for 1st Workshop) |
Unit 8 | ESP Bank Structure |
Unit 9 | ** PRIORITY: Expense Types Worksheet & VIDEO - How You Spend Your Money (Preparations for 2nd Workshop) |
Unit 10 | Prioritising Your Spending (VIDEO) - Expense Worksheet |
Unit 11 | Transaction Types |
Unit 12 | Common Mistakes When Entering Transactions |
Unit 13 | Spending Plan Weekly Monitoring |
Unit 14 | Get Out of Debt & Save then Spend (VIDEO) |
Unit 15 | Spending Priority |
Unit 16 | Handout: Spending Plan Presentation |
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Unit 1 | Sneak Peek!! - Spending Planner Software |
Unit 2 | Workshop #1 Recording: Six Expense Types & Effective Bank Structure |
Unit 3 | Workshop #2 Recording: Create Your Spending Plan |
Unit 4 | Workshop #3 Recording: Your Perfect Spending Year |
Unit 5 | Workshop #4 Recording - Living Your Spending Plan |
Unit 6 | SOFTWARE MENU VIDEOS (2 min each): Sign-in and Settings |
Unit 7 | MENU: Dashboard |
Unit 8 | MENU: Account List |
Unit 9 | MENU: Transactions |
Unit 10 | MENU: Calendar |
Unit 11 | MENU: Categories |
Unit 12 | MENU: Assets |
Unit 13 | MENU: Location |
Unit 14 | MENU: Loan Calculator |
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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 1: Worksheet |
Unit 5 | Lesson 2: Needs VS Wants |
Unit 6 | Lesson 2: Worksheet |
Unit 7 | Lesson 3: Let's get really clear on your really wants |
Unit 8 | Lesson 3: Worksheet |
Unit 9 | Lesson 4: Long Term Thinking Will Either Make Or Break You |
Unit 10 | Lesson 4: Worksheet |
Unit 11 | Lesson 5: The Choice is Yours |
Unit 12 | Lesson 5: Worksheet |
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Unit 1 | Loom Video REVIEW #1 (after 2nd Workshop) |
Unit 2 | Loom Video REVIEW #2 (after 4th Workshop) |
Unit 3 | 1st 30-Minute Session with Sherri (after 2nd Workshop) |
Unit 4 | 2nd 30-Minute Session with Sherri (after 4th Workshop) |
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Unit 1 | Upgrade Spending Plan Services |
Unit 2 | 8 Week Group (1:1) Spending Plan Course Schedule |
Unit 3 | 8 Week Spending Plan Course Checklist |