5 years ago, I created this Finance Basics course as a form of practice for my marketing career. I never expected it to be such a success! In 2020, over 2,000 students enrolled in this course. I think what made it a success was its simplicity, so I am honoring that, but I needed to take the budget and record keeping into the 21st century and better serve the students I'd gotten to know through such a universally rocky time. I hope you enjoy the new and improved 5 Week Personal Finance Transformation!
My original worksheets will still be made available in the course, but now you can create a digital budget in a spreadsheet that grows with you! Each month, you'll create a new tab so you can make a new 'Financial Snapshot' each month and track your progress! I'm also giving you an awesome solution for holding yourself accountable in your 'Flexible Spending' categories.
Have debt? We're going to create a plan for that, too. After we've secured enough in your Emergency Fund, of course.
If you've ever felt un-empowered or dis-empowered financially, those days are over.
I'm going to teach you what you need to know now and plant seeds for future studying. You'll walk away from this course in control of your finances, knowing exactly where you are between 'Stability and Abundant Wealth'. I'll give you tips for celebrating and tell you why milestones are important. Finally at the end, you'll start breaking down some of the false beliefs commonly held around money and the reality that will transform your relationship with it for good.
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I have been helping professionals and business owners elevate their personal and financial lives for over 10 years. I was raised by an entrepreneur, managed multiple retail stores by the age of 18, had my own LLC for 3 years before moving to Las Vegas, and then started my marketing career 7 years ago by taking classes right here on this platform. Now I'm coming full circle to teach you concepts that have helped me further design my life. I prefer to lead by example, personally guiding you with my experience, lessons I've learned, concepts I've created, and how I apply them for success to create meaningful change quickly.
