Course curriculum

  • 1

    Let's start budgeting

    • Welcome to my course

    • Let's build the budget template

    • Let's start tracking! The initial budgeting part

    • Tracking day to day transactions

    • Closing the month and creating a new tab

  • 2

    Money Script and Money Mindset

    • Building a relationship with money

  • 3

    Let's talk about your debt

    • Different type of debts and tackling them

    • Should I pay down mortgage or not?

    • Student Loans

    • Credit vs Debit

  • 4


    • All about Assets!

  • 5

    All about your Credit!

    • Credit Score

  • 6

    Investments: how to get started!

    • Learn about Investments!

  • 7

    Next Steps and FAQs

    • How was the course?

    • Questions


  • Who is this course for?

    If you like everything organized and you don't know where to start to be financially literate, this is the course for you. The course is designed for self-motivated, DIYers. I would not recommend this if you have a hard time keeping yourself accountable and you have some money behavioral challenges that would make it hard for you to keep up. Please schedule a complimentary chat instead and see how my coaching services can help you.

  • Can't I just find all these answers online?

    I'm sure you can Google your way to almost anything if you have the time and patience for it. But I've had enough clients who have made costly mistakes going down this route. This course comes with a complimentary half an hour of coaching so you can ask any questions regarding the course or about anything personal finance and tax-related questions that Google cannot provide.