The Financial Foundations Toolkit
- Buy now
- Learn more
Intro Module

Welcome to the Financial Foundations Toolkit
Intro Module.mp4
Module 1: Mindset + Values

Part 1: Money Mindset
Money Mindset Video
Journal Prompt: Money Mindset + Values
Part 2: Values Based Spending
Values Based Spending Video
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!

Values Based Spending Video