What you'll learn

  • Forward-Think Financially

    How to overcome financial shortfalls by properly funding immediate obligations along with making preparations for infrequent expenditures.

  • Paycheck Allocation Method

    Develop key insights into how to best strategize a paycheck and answer the question, what does my money need to do for me today?

  • Steward Money Properly

    How to proactively transition into someones who is diligent, responsible, trustworthy and efficient with money.

Transform into an excellent steward of money

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Course curriculum

    1. Gather Your Financial Information

    2. Debt Tunnel Vision

    1. Emotions VS Systems

    2. Sign Up For You Need A Budget (YNAB)

    3. Initial YNAB Setup Process

    4. Link Primary Checking Account to YNAB

    5. Input All Fixed Expenses

    6. Input All Variable Expenses

    7. Input All Holidays & Annual Expenses

    8. Input All Liabilities

    9. Setting Targets to Your Budget

    10. Share Your Budget With Me

    11. Introduction to Strategize Your Income

    12. Income Stratedgy: Client Case Study

    13. Schedule Your First Coaching Session

    1. Intro to YNAB Fundamentals

    2. Understand Ready to Assign

    3. Assigned, Activity, & Available

    4. How to Categorize Transactions

    5. How to Cover Overspending

    1. Checking Your System Before Spending

    2. Your Daily Routine

    3. The 4-Minute Rule

    1. How Much to Save in Emergency Savings

    2. Determining The Cost of Being You

About this course

  • Free
  • 25 lessons
  • 5.5 hours of video content