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Financial Planning Made Simple
Begin your journey to financial freedom with our step-by-step financial plan creation course that fits your pace. This comprehensive course is about aligning your dreams with practical steps, empowering you to navigate through the complexities of financial planning with confidence. Whether you're taking the first step or advancing on your existing path, each module is designed to bring you closer to your financial goals, one insightful step at a time.
Key Takeaways
At Alchemist Wealth, we're committed to sharing the same valuable insights and strategies we offer our clients with a wider audience. That's why we've packed our Essential Financial Plan course with the same practical wisdom we share with our clients. It's all about giving you the tools and insights you need to take charge of your finances.
Understanding Core Financial Concepts
Gain a solid grasp of essential financial principles, from budgeting and debt management to investing and retirement planning.
Why It Matters: A strong foundation in financial fundamentals is crucial for making informed decisions. It empowers you to manage your finances effectively, adapt to changes, and pursue your financial goals with confidence.
Aligning Values with
Financial Choices
Discover how your personal values and beliefs shape your financial decisions. Learn to synchronize your spending, saving, and investing with what truly matters to you.
Why It Matters: Understanding the interplay between your values and your finances is key to making fulfilling and sustainable financial choices. It ensures your financial plan resonates with your life's goals and personal ethics.
Practical Strategies for
Debt & Budgeting
Discover practical strategies for budgeting effectively and managing debt. Learn how to balance saving and spending, and understand the impact of credit on your financial health.
Why It Matters: Effective budgeting and debt management are critical skills for maintaining financial stability. These strategies help you stay in control of your finances, reduce financial stress, and work towards a debt-free future.
Exploring and Understanding Your Money Mindset
Delve into the psychological aspects of financial planning. Recognize and understand your existing money mindset, and learn strategies to align it more effectively with your financial goals.
Why It Matters: Your money mindset shapes your financial behaviors and decisions. By becoming more aware of your financial attitudes and beliefs, you can make more informed and effective choices, leading to improved financial well-being and success.
Understanding Wealth Management Principles
Gain insights into the key principles of managing and growing wealth. Learn about different strategies and tools that can help you navigate your financial journey more effectively.
Why It's Matters: Effective wealth management is crucial for long-term financial stability and growth. By understanding the fundamentals, you can make more informed decisions that align with your financial goals and risk tolerance, setting a strong foundation for your financial future.
Meet Your Guides
Do You Have
A Written Financial Plan?
A written financial plan provides a clear roadmap for achieving your financial goals. It's like having a personalized guide that aligns your current financial situation with your future aspirations.
A Written Financial Plan Helps You To:
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Stay Focused on Long-Term Goals: A financial plan keeps your long-term objectives in focus, even when faced with short-term financial hurdles. It's a tool that helps you to see the bigger picture and make decisions that are in line with your ultimate financial goals.
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Make Informed Decisions: With a financial plan, you have a better understanding of how every financial decision impacts your goals. This knowledge empowers you to make choices that are beneficial in the long run.
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Manage Money More Effectively: A financial plan involves setting a budget, managing debts, and planning for future expenses. This comprehensive approach to managing your finances can lead to more efficient use of your resources.
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Prepare for Emergencies: A solid financial plan includes strategies for emergency savings, insurance, and other safety nets, which can provide peace of mind and financial security in unexpected situations.
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Achieve Financial Independence: Ultimately, a financial plan is about putting you on a path to financial independence. It helps you build wealth, reduce financial stress, and gain the freedom to make life choices without being overly burdened by financial constraints.
Here's What You Can Expect
# of Modules, # of Lessons, # of Calls, # of downloads, # of Activities
Unlock your financial potential with Alchemist Wealth's Essential Financial Plan course. Designed for individuals and families, this course offers the knowledge and tools to create a robust financial plan, aligning your money with your life's goals.
Get to Know Your Modules
Your Guide to Financial Clarity
Ready to get a handle on your finances? Our modules are like your personal finance GPS – straightforward, practical, and ready to guide you. Here, we break down each module, showing you what you'll learn and how it can make a real difference in your money life. Think of this as your sneak peek into a journey that's all about making finance simple and achievable. Let's take a look at what each module has in store for you, and get ready to tackle your financial goals with confidence and clarity.
Module 1 - Introduction
& Goal Setting
Lesson 1:
Welcome to the Course
We'll dive right in withcomed to the course and complete the discovery questionnaire to assess
Lesson 2:
Why Financial Planning?
Understand the value of a financial planner and complete Discovery Questionnaire that assess current situation.
Lesson 3:
Financial Goal Setting
Identify short, mid and long-term goals from the perspective of what you would like to accomplish, experience and the impact you'd like to have.
Lesson 4:
Module 1 Conclusion
& Next Steps
Briefly describe your degree and any other highlights about your studies you want to share.
Module 2 - Money Mindset
& Values
Lesson 1:
Money Scripts
Briefly describe your degree and any other highlights about your studies you want to share.
Lesson 2:
Values
Briefly describe your degree and any other highlights about your studies you want to share.
Lesson 3:
Module 2 Conclusion
& Next Steps
Briefly describe your degree and any other highlights about your studies you want to share.
Module 3 - Cash Flow, Budgeting & Personal Financial Statements (PFS)
Lesson 1:
Understanding Cash Flow
We'll dive right in withcomed to the course and complete the discovery questionnaire to assess
Lesson 2:
Budgeting Essentials
Understand the value of a financial planner and complete Discovery Questionnaire that assess current situation.
Lesson 3:
What's Your Net Worth (PFS)
Identify short, mid and long-term goals from the perspective of what you would like to accomplish, experience and the impact you'd like to have.
Lesson 4:
Module 3 Conclusion & Next Steps
Briefly describe your degree and any other highlights about your studies you want to share.
Module 4 - Debt Management
& Credit
Lesson 1:
The World of Credit
Lesson 2:
Navigating Debit
Lesson 3:
Key Personal Financial Ratios
Lesson 4:
Module 4 Conclusion & Next Steps
Module 5 - Introduction to Investing
Lesson 1:
Introduction to Investing
Lesson 2:
Investment Vehicles
Briefly describe your degree and any other highlights about your studies you want to share. Be sure to include relevant skills you gained, accomplishments you achieved or milestones you reached during your education.
Lesson 3:
Don't Put all of you eggs in one basket
Lesson 4:
Module 5 Conclusion & Next Steps
Module 6 - Putting it all Together
Lesson 1:
The Components of an Essential Financial Plan
Lesson 2:
Crafting Your Plan
Briefly describe your degree and any other highlights about your studies you want to share. Be sure to include relevant skills you gained, accomplishments you achieved or milestones you reached during your education.
Lesson 3:
Implement, Monitor, Adjust & Evolve
Lesson 4:
Module 6 Conclusion & Celebrating Your Journey
