Financial Planning

Topics: Goals, Budgets, Savings, Debt, Emergency Funds, Taxes, Investing, Residual Income, Independence, Retirement
Audience: Students, Parents, Community

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“Financial freedom gives you more opportunities to do what you want”

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This program teaches strategies used by millionaires to help you and your family become upwardly mobile and create generational wealth.
 

Goals are what professionals use to stay on track and reach financial dreams. This program teaches how to set financial goals, create a plan to achieve those goals and track progress.
 

Budgets create a roadmap for your money. It helps you track your income and expenses, so you can see where your money is going and make adjustments as needed. This program teaches how to create a budget that works for you.
 

Saving money is the basis for both short-term living and the long-term wealth building. This program teaches how to save money for specific goals, such as a down payment on a car, house or retirement.
 

Bad Debt is a burden that can mentally weigh on you. This program teaches how to manage debt, eliminate bad debt and take advantage of good debt.
 

Emergency Funds shield from unexpected expenses, such as job loss, medical emergencies, car damage, natural disasters and more. This program teaches how to have sufficient liquid assets to  handle life's challenges.
 

Taxes can be complicated, but knowing the law, avoid penalties and gaining advantage is a necessity. This program

teaches how to file taxes correctly and avoid paying more than you owe.
 

Investing is tricky, but can be effective at growing money over time. This program teaches how to invest for the long-term and reach your financial goals.
 

Residual Income is income that you earn passively, even when you're not working. This program teaches how to create residual income streams and build wealth over time.
 

Financial Independence is the ability to live your life on your own terms, without having to worry about money. This program teaches how to achieve financial independence so you are less dependent on employers and others.
 

Retirement should be a time to enjoy your life the way you designed it and not be limited by constantly worrying about money. This program teaches you how to plan for retirement early on to ensure you have enough money to live comfortably.