Build YOUR Initial Financial Plan (7 Weeks)
Ever wondered how to view ALL the financial aspects of your life into ONE simple, easy-to-understand plan?
How does investing, college savings, debt payoff, home purchase, insurance (and more) work together?
This course will allow you to view a snapshot of where you are at now...with a way to build a plan to get EXACTLY where you want to go later.
You will have access to Financial Planning software, cash flow software, and tools to create estate planning documents like a Will, Trust, etc.
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Private Course
Create a Will, Trust, etc (5-Part Video Course)
Need a will for your family?
What about a trust?
What happens if you die?
What happens if you are in a coma - who makes medical or financial decisions?
After creating the applicable Estate Planning documents, you will have the above questions answered.
If you do NOT have these documents filled out, the state you live in determines who takes care of your kids, what happens to your belongings, etc.
*Cost of Wealth.com membership is INCLUDED in the cost.
**This is NOT legal advice.
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Private Course
Budgeting & Cash Flow (Video Course)
Need to understand where your money is going?
By using Monarch Money, connect your bank accounts, credit cards, home, investments, etc and find out where your money is going each month.
Awareness is the FIRST STEP in getting better. Monarch allows you to identify goals, track goals, and tweak your saving/spending/investing to align with a life YOU want to live.
*Cost of Monarch Monthly membership covered, DM Michael for promo code to provide free access to Monarch.
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