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FOUNDATIONS FOR WEALTH BUILDING
Curriculum
7 Sections
33 Lessons
Lifetime
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MASTERCLASS MANDATORY PREPARATION ⚠️
Four checks before you walk in, so the first evening goes to your own numbers instead of a forgotten password.
4
1.1
BANKING APP AND ONLINE ACCESS
1.2
THREE MONTHS OF STATEMENTS
1.3
YOUR DEBTS AND FIXED BILLS
1.4
WHAT TO BRING WITH YOU
DAY 1 ‐ YOUR MONEY PICTURE AND PAYDAY ROUTINE
You arrive with three months of statements and leave with saving scheduled for your next payday.
5
2.1
DAY 1 ‐ OVERVIEW, FOUR STEPS
2.2
DAY 1 ‐ THE MONEY PICTURE
2.3
DAY 1 ‐ THE SPENDING MAP
2.4
DAY 1 ‐ PAY YOURSELF FIRST
2.5
DAY 1 ‐ THE PAYDAY TRANSFER GOES LIVE
DAY 2 ‐ DEBT, BUFFER AND GROWTH
Every balance gets an order, the buffer gets a number and a date, and your whole plan lands on one page.
6
3.1
DAY 2 ‐ THE PLAN TAKES SHAPE
3.2
DAY 2 ‐ DEBT WITH A PLAN
3.3
DAY 2 ‐ YOUR SAFETY BUFFER
3.4
DAY 2 ‐ HOW COMPOUNDING WORKS
3.5
DAY 2 ‐ FIRST CALM STEPS INTO INVESTING
3.6
DAY 2 ‐ YOUR ONE-PAGE MONEY PLAN
DAY 3 ‐ THE THIRTY-DAY MONEY REVIEW
Online, thirty days later, with one real month of your plan on the table and three changes for the next one.
4
4.1
DAY 3 ‐ THIRTY DAYS LATER
4.2
DAY 3 ‐ TUNING THE PLAN
4.3
DAY 3 ‐ UNBLOCKING, LIVE
4.4
DAY 3 ‐ WHAT WINNING LOOKS LIKE
THE TOOLKIT
The worksheets doing the steady work long after the room empties.
3
5.1
WHAT THE WHOLE TRAINING IS ABOUT
5.2
THE SPENDING MAP WORKSHEET
5.3
THE DEBT PAYOFF TRACKER
REFERENCE LIBRARY
Templates, steps and checklists to copy, print and reuse every month.
7
6.1
REFERENCE LIBRARY ‐ 1. ONE-PAGE MONEY PLAN TEMPLATE
6.2
REFERENCE LIBRARY ‐ 2. SPENDING CATEGORIES LIST
6.3
REFERENCE LIBRARY ‐ 3. PAY-YOURSELF-FIRST TRANSFER SETUP
6.4
REFERENCE LIBRARY ‐ 4. BUFFER CALCULATOR STEPS
6.5
REFERENCE LIBRARY ‐ 5. DEBT AVALANCHE VS SNOWBALL
6.6
REFERENCE LIBRARY ‐ 6. COMPOUNDING, A WORKED EXAMPLE
6.7
REFERENCE LIBRARY ‐ 7. MONTHLY MONEY REVIEW CHECKLIST
CASE STUDY ‐ GISELLE, TEACHER IN SANTA ROSA
One illustrative household followed from three months of statements to a running plan, including the tempting wrong answer at each stage.
4
7.1
CASE STUDY ‐ GISELLE ‐ THE STARTING POINT
7.2
CASE STUDY ‐ GISELLE ‐ THE PAYDAY ROUTINE
7.3
CASE STUDY ‐ GISELLE ‐ THE DEBT ORDER AND THE BUFFER
7.4
CASE STUDY ‐ GISELLE ‐ THIRTY DAYS LATER
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