Course curriculum

  1. 1

    • Welcome to Chapter 2!

    • Tracking Your Expenses

    • Money Habitudes Game

    • Individual Financial Values

    • Influence on Values

    • Personal Experiences

    • Establish Your Value System

    • Digital Assets Inventory

    • Take Inventory of Your Current Finances

    • Financial Goals

    • Setting Your Goals

    • Date Night!

    • Complete Chapter 2 - Communicate with Your Coach

    • Complete Chapter 2 - Communicate with Your Coach
  2. 2

    • Welcome to Chapter 3!

    • To Combine or Not to Combine

    • Taking Account Together

    • Combining Assets

    • Combining Credit

    • Cash Flow Analysis

    • Setting Common Goals

    • Automate Your Finances

    • Set Boundaries and Define Roles

    • Date Night!

    • Complete Chapter 3 - Communicate with Your Coach!

  3. 3

    • Welcome to Chapter 4!

    • 5 Standards for Financial Professionals

    • Banking

    • Captive Agent vs Independent Contractor

    • The New Model on the Block

    • Risk Management Framework

    • Insurance

    • Investment Advisor vs. Registered Representative

    • Accounting and Tax

    • Legal

    • Encourage Coordination

    • Date Night!

    • Complete Chapter 4 - Communicate with Your Coach!

  4. 4

    • Welcome to Chapter 5!

    • Common Financial Pitfalls

    • The Need for Periodic Check-ins

    • Work To Be a Giver-Requester

    • Emotional Bank Accounts

    • Gratitude

    • Staying Current

    • Date Night!

    • Complete Chapter 5 - Communicate With Your Coach!