The 5 Week Personal Finance Transformation
Beginner to Business Owner, Finance for Everyone

What you will learn

Create a budget and understand how it works

Track your spending, negotiate bills, and make adjustments to accommodate budget

Understand how to best grow your savings and tackle your debt

Develop a relationship with YOUR money

Start mastering your mindset and abolish your limiting beliefs about security and what you can have

Description

5 years ago, I created this Finance Basics course as a form of practice for my marketing career. I never expected it to be such a success! In 2020, over 2,000 students enrolled in this course. I think what made it a success was its simplicity, so I am honoring that, but I needed to take the budget and record keeping into the 21st century and better serve the students I’d gotten to know through such a universally rocky time. I hope you enjoy the new and improved 5 Week Personal Finance Transformation!

My original worksheets will still be made available in the course, but now you can create a digital budget in a spreadsheet that grows with you! Each month, you’ll create a new tab so you can make a new ‘Financial Snapshot’ each month and track your progress! I’m also giving you an awesome solution for holding yourself accountable in your ‘Flexible Spending’ categories.

Have debt? We’re going to create a plan for that, too. After we’ve secured enough in your Emergency Fund, of course.


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If you’ve ever felt un-empowered or dis-empowered financially, those days are over.

I’m going to teach you what you need to know now and plant seeds for future studying. You’ll walk away from this course in control of your finances, knowing exactly where you are between ‘Stability and Abundant Wealth’. I’ll give you tips for celebrating and tell you why milestones are important. Finally at the end, you’ll start breaking down some of the false beliefs commonly held around money and the reality that will transform your relationship with it for good.

English
language

Content

Introduction

Introduction

Week 1: Budget: From Paper To Action

Video
Budget reading material

Week 2: Accountability

Video
Accountability reading material

Week 3: How To Face Your Debt

Video
How to face your debt reading material
Bonus Motivation Video!

Week 4: Evaluate and Fine Tune

Video

Week 5: Celebrate and Re-invest

Video
Celebratory reading material