Over the last decade, I have dealt with so many clients with a unique financial situation. This course is created with the view to bring those best practices in managing your finance.
Manage Your Money, Better
Course description
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Learn how to manage your personal finance, build an emergency fund, save for retirement, and save for personal goals (house, wedding, child’s future etc.)
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Let the money work for you while you focus on enjoying your life.
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Course Objectives
After taking this course, you’ll be able to…
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Calculate your net worth.
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Create a monthly budget.
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Create a personal savings plan.
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Understand specific investment strategies.
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Have your questions answered about investing.
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Know how much and where to save for various goals
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Get an Excel model for your future reference as well.
What are the requirements?
You must be willing to develop good money habits.
Who is the target audience?
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Those who are saving for their children’s college education.
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Those who are currently investing for retirement and want to learn more.
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Those who want to learn the real cost of working.
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You should not take this course if you want to get rich quickly.
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You should not take this course if you think I can guarantee the same results I’ve accomplished.