Understand Personal Finance Basics
What you will learn
Complete your own financial plan
Choose the best asset allocation for your financial goals
Select the best types of investments for your asset classes
Open your own online investment account
Buy your chosen investments independently in your online account
Confidently check on your investments, make adjustments, and live your life!
Description
Hi, I’m Heather Holden,
Inheritances are stressful.
No matter how much money, people have the same concerns. This course will address those concerns.
You’ll get worksheets to do your own financial plan, budgeting, and investing – starting with a review of all the basics.
You’ll feel great about your decisions, knowing you did everything independently and in line with your values.
By the end of this course, you’ll know with certainty the next steps you need to take to manage your inheritance.
Receiving an inheritance or financial windfall can open the door to new opportunities. It can also come with intense and conflicting emotions.
I’ve worked with a lot of people who were really struggling to figure out what to do with their money – it’s complicated and no one feels sorry for you! People don’t know who to trust, they know they need help, but they don’t want to get taken advantage of and they usually don’t want to share some very private parts of the process.
This is why I created this course – so you can learn how to help yourself. It gives you a tried and tested framework so you can make decisions about your inheritance, find peace of mind, and move forward with confidence.
Content