Build Financially Strong Employees
course details
Financial Fitness Training
$199.99
per person
See how
Financial Fitness can start benefitting your team today.
Once you've completed the form, the next page will allow you to pick a time and date with Tom Fields CFP® to get a full demo of the Financial Fitness app and what it can do for your team!
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 like-minded 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 like-minded community. Join other individuals who are interested in improving their personal financial situation
What to expect:
WEEK 1 - Introduction to Monthly Budget Tool
a. Calculate and report current bank account balance
b. Estimate current expenses for the full calendar month.
c. Understand Checkbook
WEEK 2 - Introduction to Expense Budget Tool
a. Customize your own expense budget, and realistically calculate available funding for the expense budget
b. Understand your true 2-week income and expenses
WEEK 3 - Building your baseline ($1,000)
a. Revisit and revise additional income or expenses
b. Focus on reducing variable expenses
c. Understand your customer debts and interest rate
WEEK 4 - Introduce Financial Fitness Steps to Success
a. Finalize income and expenses. Looking into next month and applying free cashflow.
b. Begin High-Intensity Investment Training
c. Close out month
WEEK 5 - Understand the accounts for investing
a. Understand the vehicles of investing
b. Update next month budget and continue to track activity
WEEK 6 - Learn how to begin your investing journey
a. Understand asset allocation and common beginner mistakes
b. 401(k), dollar-cost averaging, term insurance and long-term investing
GET STARTED TODAY
GET IN TOUCH
ENROLL YOUR TEAM
DOWNLOAD THE APP
See how
Financial Fitness can start benefitting your team today.
Once you've completed the form, the next page will allow you to pick a time and date with Tom Fields CFP® to get a full demo of the Financial Fitness app and what it can do for your team!
GET STARTED TODAY
GET IN TOUCH
ENROLL YOUR TEAM
DOWNLOAD THE APP
See how
Financial Fitness can start benefitting your team today.
Once you've completed the form, the next page will allow you to pick a time and date with Tom Fields CFP® to get a full demo of the Financial Fitness app and what it can do for your team!