LEARN INVESTMENT FUNDAMENTALS
FINANCIAL FITNESS TRAINING
Financial Fitness Training was designed to build your financial foundation and provide investment education in a simple format.
We need to start with our financial foundation. We are our own business. Starting, building, and mastering your personal budget requires a complete understanding of your income and expenses. During Financial Fitness – we accomplish just that.
Utilizing the Monthly Budget tool, Expense Budget tool, investing infographics, professional grade video content and a likeminded online community; members of Financial Fitness will understand their own personal budget and be equipped with the investment education needed to start making better financial decisions.
Money can be confusing, but it doesn’t have to be. Money is a tool, and when you understand the language of money you can begin to make better decisions to improve your financial life.
Our goal is simple: create cashflow. The healthier our budget operates, the more effective we can be at hitting our financial goals.
Financial Fitness gives members the opportunity to learn from a CERTIFIED FINANCIAL PLANNER™ professional while being a part of a likeminded community. Join other individuals who are interested in improving their personal financial situation
What can I expect?
a. Calculate and report current bank account balance
b. Run through Monthly Budget Tool
c. Estimate current expenses for the full calendar month.
d. Understand Checkbook
a. Introduction to Expense Budget Tool
b. Customize your own expense budget, and realistically calculate available funding for expense budget
c. Understand your true 2-week income and expenses
a. Revisit and revise additional income or expenses
b. Focus on reducing variable expenses
c. Building your baseline ($1,000)
d. Understand your customer debts and interest rate
a. Finalize income and expenses. Looking into next month and applying free cashflow.
b. Introduce Financial Fitness Steps to Success
c. Begin High Intensity Investment Training
d. Close out month
a. Understand the vehicles of investing
b. Understand the accounts for investing
c. Update next month budget and continue to track activity
a. Understand asset allocation and common beginner mistakes
b. 401(k), dollar cost averaging, term insurance and long-term investing
c. Learn how to begin your investing journey