Money Alignment Academy – DIY Financial Plan

Name: Download Money Alignment Academy – DIY Financial Plan – MMO Course
SKU: M0W6EHHN
Price: 280.00 USD
Availability: InStock

$280.00

Delivery: Within 7 days

SKU: M0W6EHHN Categories: Finance, »Pre-Order Tags: DIY Financial Plan, Money Alignment Academy

Description

Money Alignment Academy – DIY Financial Plan

Let personal finance expert and Investopedia Top 100 Financial Advisor George G guide you to personal financial success

Protection
Prepare your budget, master your cash flow, set your insurances, and begin your estate planning
Accumulation
Create your saving and investing goals, and put your plan in place
Distribution
Prepare for retirement, and design your lifetime income and legacy plan
Your Plan
Get the peace of mind you’ve been looking for, knowing your financial affairs are in order

What You’ll Learn In DIY Financial Plan

Welcome to the DIY Financial Plan Workshop

Welcome Video

Module 1

Module 1 Welcome Message
Kickoff Video
DIY Financial Plan Kickoff Worksheet
OnTrajectory Overview Video
OnTrajectory Overview
OnTrajectory Module

Module 2

Module 2 Welcome Message
Steps to Your Financial Success
Steps to Success
OnTrajectory Module

Module 3

Module 3 Welcome Message
Goals Course Welcome
Goals Course Welcome Video
Goals Course Exercise
Word Association
Word Association Exercise Video
Five Whys
Five Whys Exercise Video
Goals Exercise
Goals Exercise Video
Time Horizon and Action
Time Horizon and Action Video
Making it Real
Making it Real Video
OnTrajectory Module

Module 4

Module 4 Welcome Message
Values Course Welcome
Values Course Welcome Video
Values Course Work Book
My Origin Story
My Origin Story Video
Core Beliefs
Core Beliefs Video
Core Values
Core Values Video
My Code
My Code Video
Making it Real
Making it Real Video
OnTrajectory Module

Module 5

Module 5 Welcome Message
Cash Flow Video
Cash Flow Worksheet
Additional Resources
Get Out of Debt Intro
Getting Organized
Your Debt-Free Plan
Spreadsheet
Making it Real
Calendars
Debt-Free Maintenance
Debt-Free Certificate
Certified Debt-Free
OnTrajectory Module

Module 6

Module 6 Welcome Message
Get a Budget Welcome
Becoming Your Own CFO Video
Interrogate Reality Video
Timeline Video
Timeline
Intro to Budgeting Video
50/20/30 Budget Guide Video
Budget Spreadsheet
Personal Financial Statement
Overhead and Profit Video
Conclusion Video
OnTrajectory Module

Module 7

Module 7 Welcome Message
Improving Your Credit Course Welcome
Improving Your Credit Course Welcome video
Understanding Credit and Your Current Situation
Understanding Credit and Your Current Situation Video
How Do I Improve My Score
How Do I Improve My Score Video
Your Credit Improvement Plan
Your Credit Improvement Plan Video
OnTrajectory Module

Module 8

Module 8 Welcome Message
The Diversified Model
Pyramid Talk
OnTrajectory Module

Module 9

Module 9 Welcome Message
The Right Coverage Introduction
Disability Insurance Overview
Understanding Disability
Long Term Care Insurance Overview
Understanding Long Term Care Insurance
Health Insurance Overview
Understanding Health Insurance
Car Insurance Overview
Understanding Car Insurance
Understanding Car Insurance
Identity Insurance Overview
Understanding Identity Theft Insurance
Umbrella Insurance Overview
Understanding Umbrella Liability Insurance
Life Insurance Overview
Understanding Life Insurance
House Insurance Overview
Understanding House Insurance
The Right Coverage Conclusion Video
Certified Partners
Certified Partners List
Plan Your Estate Welcome Video
What is estate planning, who should do it and how does it fit Video
What is estate planning, who should do it and how does it fit?
What are the different parts of an estate plan Video
What are the different parts of an estate plan?
How do I get it done Video
How do I get it done?
Conclusion of Plan Your Estate and Additional Resources Video
Conclusion and Additional Resources
OnTrajectory Module

Module 10

Module 10 Welcome Message
Saving and Investing Introduction
Saving and Investing Cashflow and Budgeting
Saving and Investing Budget Spreadsheet
Saving and Investing Important Terms
Understanding Risk Video
Terms Worksheet
Your Saving and Investing Plan
Saving and Investing Timeline
Saving Calculator
401(k) calculator
Saving and Investing Maintenance
Risk Profile
Additional Resources
OnTrajectory Module

Module 11

Module 11 Welcome Message
Retire Happily Welcome
Pre-Retirement Goals
Goals Worksheet
Pre-Retirement Budgeting
Pre-Retirement Budget Spreadsheet
Retirement Accumulation
Accumulation Spreadsheet
Distribution Tutorial
Social Security Tutorial
Retirement Health Care Tutorial
Retirement Medicare Tutorial
Retirement Budget Tutorial
Retirement Budget Spreadsheet
Legacy Tutorial
Desires Tutorial
Desires Worksheet
Retire Happily Closing
OnTrajectory Module

Module 12

Module 12 Welcome Message
Understanding Behavioral Finance
Understanding Behavioral Finance
Patterns and Identity
Patterns
OnTrajectory Module

Module 13

Module 13 Welcome Message
One Page Financial Plan Video
One Page Financial Plan Download
Getting Organized
Getting Organized Worksheet
Financial Inventory Worksheet
Automating Your Finances
Personal Financial Statement
Additional Resources
OnTrajectory Module

Module 14

Module 14 Welcome Video
3 Tiers of New Learning
3 Tiers Framework Overview
Questions to Ask a Financial Advisor
OnTrajectory Module
Closing Information
Disclosure Information

Workshop Closing

Workshop Closing Video

Sale Page: Money Alignment Academy – DIY Financial Plan

Delivery Policy

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