Lesson 1: My Money Story- Video
5 minute video where we walk through common money stories to help you discover your own.
Lesson 1: My Money Story- Exercise
Worksheet to help you understand your own money story.
Lesson 2: Emotional Spending- Video
2 minute video to learn the psychology behind emotional spending and how you can stop doing it.
Lesson 2: Emotional Spending- Exercise
Worksheet to understand why you spend emotionally and what you can do to stop this.
Lesson 2: Understand my spending- Video
This 6 minute video walks you through the exercise to understand how you actually spend your money. Spoiler: It's probably different than what you think.
Lesson 2: Understand my spending- Exercise
This exercise will show you where your money is going and what you can do to change this.
Lesson 3: Analyze my spending- Video
This 4 minute video walks you through the exercise of analyzing your spending.
Lesson 3: Analyze my spending- Exercise
This worksheet will help you analyze your data from the previous exercise, understand my spending.
Lesson 1: Accounts I need- Exercise
This worksheet will guide you through what financial accounts you need.
Lesson 2: Build my budget- Video
Learn how to setup your new budget workbook (workbook included).
Lesson 2: Build my budget- Exercise
A worksheet to go along with the video that gives you access to your new budget workbook.
Lesson 3: Money Dates- Video
In this 1 minute video you'll learn how to check in on your budget throughout the month.
Lesson 3: Money Dates- Exercise
This worksheet has an easy to follow checklist for your money and paydates.
COURSE 1: Money Psychology
You'll learn how your childhood impacted your views on money and begin re-writing your own money story, including emotional spending.
COURSE 2: Better Money Habits
This course will give you a detailed view of your monthly spending. Do you know how much money you spend on takeout, shopping, or groceries every month? Knowing your numbers will allow you to build spending habits that align your spending with your priorities.
COURSE 3: Control My Money
Build a guilt free budget that still allows you to enjoy life. If buying your morning coffee brings you joy, you should keep doing it! The goal is sustainability, not restriction.
Foundations to Building Wealth