Fully Funded/The Financial Foundations Toolkit

  • $197

The Financial Foundations Toolkit

  • Course
  • 53 Lessons
  • 365-day access

Are you ready to take charge of your financial future? Welcome to the Financial Foundations Toolkit, an interactive educational resource designed to demystify personal finance and empower you to make confident, informed decisions about your money.

Introducing the Financial Foundations Toolkit by Fully Funded

Unlock Your Financial Potential

Are you ready to take charge of your financial future?

The Financial Foundations Toolkit is an interactive educational resource that demystifies personal finance, enabling you to make confident, informed decisions about your money.

What You'll Gain

  • Discover the Power of Mindset: Uncover your beliefs about money and align them with your values, setting the stage for financial freedom.

  • Learn Financial Organization: Effectively manage your income, budget strategically, build emergency funds, tackle debt, and confidently step into the world of investing.

  • Plan for Your Future: From estate planning to retirement saving, this toolkit equips you with resources to craft a secure, work-optional future.

  • Cultivate Healthy Financial Habits: Develop repeatable systems, maintain consistency, and navigate life's financial challenges with resilience.

Why Choose the Financial Foundations Toolkit?

  • Tailored Guidance: Expert-led modules designed for anyone seeking financial education and empowerment.

  • Practical Insights: Actionable strategies and real-world examples for immediate implementation.

  • Downloadable Resources: Lifetime access to the entire Fully Funded resource library, including downloadable PDFs and interactive templates.

What's Included?

  • 17+ educational videos with closed captions

  • Visual learning aids

  • Downloadable journal prompts and worksheets

  • Google Sheets and Excel templates

Jen Mayer, AFC®

Accredited Financial Counselor, Founder + CEO, Fully Funded

Jen Mayer is an Accredited Financial Counselor (AFC®), founder + CEO of Fully Funded and founder of Baby Caravan. She helps non traditional earners and learners gain confidence and ease with their money.

Jen’s methods are specifically anti-capitalist and tailored to neurodivergent people, self-employed folks, and people who haven’t historically been supported by financial systems and institutions. Finances are deeply personal- and there truly isn’t a one size fits all approach to managing money. Desires, needs, goals, access to money, and capacity vary from person to person, and household to household, widely. Jen is ready to meet you where you’re at.

Hear from Fully Funded Clients + Students

Working with Jen has made a massive difference in my, and my family’s, quality of life. It’s been a couple years now, and we’ve made it through scaling a business, a layoff, a couple major home projects, and managing life with three kids, all with Jen’s support.

Francie Webb, IBCLC + Entrepreneur

Financial organization was a stress point in my life for years until I began working with Jen. Jen created a caring & judgment free space for learning how to work with finances that enabled me to unwind my core inner programming that held old habits in place .

Amy T., MA. Intuitive Guide & Medicine Woman

I was skeptical on whether I could do it. The mindset piece was a lot to overcome for me. But I'm seeing the shifts. In less than a month I've paid off over $1,000 of debt. While still making sure my family was taken care of.

Janelle Alba Garner, Founder, JJVS

Contents

Intro Module

Welcome to the Financial Foundations Toolkit
Intro Module.mp4
Preview

Module 1: Mindset + Values

Part 1: Money Mindset
Money Mindset Video
Preview
Journal Prompt: Money Mindset + Values
Part 2: Values Based Spending
Values Based Spending Video
Preview
Values Based Spending: FINANCIAL DECISION SELF-ASSESSMENT
Part 3: The Roadmap To Financial Freedom: What’s Enough
The Roadmap To Financial Freedom: What’s Enough Video
What's Enough? Journal Prompt
Part 4: Finding Your Why
Finding Your Why Video
Finding Your Why: Journal Prompt

Module 2: Organizing Your Personal Finances

Part 1: Increasing Income
Income Video
Increasing Income Worksheet
Part 2: Budgeting
Budgeting Video
Budgeting Worksheet
Monthly Budget Template
Part 3: Emergency/Opportunity Fund
Emergency/Opportunity Fund Video
Opportunity Fund Worksheet
Part 4: Paying Off High Interest Debt
Paying Off High Interest Debt Video
Paying Down Debt Worksheet
Debt Snowball Template [Paying Off Smallest Debts]
Debt Avalanche Template [Paying Off High Interest Debt]
Part 5: Investing
Getting started with investing Video
Starting to Invest Worksheet

Module 3: Planning for the Future

Part 1: Estate Planning
Estate Planning Video
Part 2: Building a Work Optional Future
Envisioning Your Future + Creating Your Ideal Retirement Video
Work-Optional Future Worksheet
Part 3: Opening and Contributing to Retirement Accounts
Opening Retirement Accounts Video
Fully Funded Guide to Retirement Accounts
Part 4: Strategizing Your Retirement Savings
Strategizing Your Retirement Savings Video
Retirement Savings Calculator Template

Module 4: Healthy Financial Habits

Part 1: Repeatable Systems
Repeatable Systems Video
Weekly Money Check-In Spreadsheet
Part 2: Consistency + Accountability
Consistency + Accountability Video
Accountability + Rewards worksheet
Part 3: When Life Get's Lifey
When Life Gets Lifey Video
Part 4: Thank you and Next Steps
Thank You!

FAQ section

Frequently Asked Questions

You've got questions. We've got answers.

What is the Financial Foundations Toolkit?

The Financial Foundations Toolkit is an online course designed to help you organize your personal finances, develop healthy financial habits, and plan for your future with confidence. It includes video lessons, downloadable resources, and practical tools to set you on the path to financial freedom.

Who is this course for?

This course is perfect for anyone looking to improve their financial literacy, whether you're new to personal finance or want to refine your existing knowledge. It’s especially helpful for freelancers, small business owners, individuals with non-traditional income streams and neurospicy folks!

What topics are covered in the course?

The course includes modules on:

  • Understanding your money mindset and aligning finances with your values.

  • Budgeting, debt repayment, and basic investing strategies.

  • Planning for the future, including retirement and estate planning.

  • Building repeatable systems and habits for long-term financial health.

How long do I have access to the course?

After purchase, you’ll have access to all course materials, including future updates and new resources for 1 year.

Can I take the course at my own pace?

Absolutely! The Financial Foundations Toolkit is self-paced, so you can complete the lessons and activities on your own schedule.

I’m not good with spreadsheets. Will I still benefit from this course?

Yes! The course is designed to be accessible to everyone, regardless of technical skills. The included templates come with step-by-step instructions.

Do I need to purchase any additional software or tools?

No additional purchases are required. The course materials are compatible with free tools like Google Sheets, and everything you need is included in the toolkit.

Do you offer refunds?

We do not offer refunds or reimbursements once you enroll. If life circumstances prevent you from participating in the course as planned, we are happy to extend your enrollment or adjust as needed. You can make this request by emailing hello@wearefullyfunded.com

Take the first step toward financial empowerment.

Enroll in the Financial Foundations Toolkit today for a one-time payment of $197 and gain lifetime access to all course materials and resources.