The Financial Foundations Toolkit
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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!
Products
Course
Section
Lesson
Paying Down Debt Worksheet
Paying Down Debt Worksheet
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!
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