Author and Financial Expert
Part 1: Introduction
– Worksheet: The Confidence Cycle™
Part 2: Limiting Beliefs about Money
– Worksheets: The Belief Circle™, Money Beliefs Box™
Part 3: SMART Financial Goal Planning
– Worksheet: Values Compass™, S.M.A.R.T. Goal Getter™
Part 4: Savings and Debt Strategies
– Worksheets: Wealth Confidence Budget™, Debt Dissolver
Lunch
Part 4: Financial Protection: The Basics of Insurance & Estate Planning
– Worksheet: Personal Net Worth statement
Part 5: Retirement Planning
– Worksheet: Financial Freedom Statement™
Part 6: Investment Fundamentals
– Worksheet: Institutional Investment Styles™
Part 7: Client Advocacy: Working with Financial Professionals & Institutions
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