Course overview
Be equipped with the essential knowledge to bring order to your personal finances. Learn how to conduct a personal finance review and create a strategic plan to enhance your net worth. Utilize a supportive framework with community, tools, and schedules for effectively pursuing and tracking your net worth goals.
Course outline
VideoCourse intro 5:24
Lesson 1
- VideoAssets & Inflows; Debts & Outflows 18:51
- DiscussionWhat did your family teach you about assets and debt?
- QuizAssets, debts, and cash flow
Lesson 2
- VideoUnderstand and use the Liquid Net Worth Equation 7:34
- DiscussionHow much of your net worth could you use today?
- ActivityTime to assess your liquid net worth
Lesson 3
- VideoHow to Conduct Your Monthly Personal Finance Review 19:36
- DiscussionWhat will you look for in your monthly financial review?
- ActivityThe Monthly Financial Review
- ResourceHow to Use This Monthly Financial Review Template
MAGNET roadmap
- Mindset
- What does it take to bring order to your personal finances?
- Assessment
- Learn how to conduct a monthly personal finance review
- Goals
- Create a plan to boost your net worth in the next 18 months
- Net worth
- Understand and use the net worth equation
- Expenses
- Did you know that not all expenses are created equal? Do you know the difference between good debt and bad debt?
- Track
- Set up the community, tools, and schedules to track your net worth goals
Ways to experience MoneyxDesign
Explore student practice materials or join a facilitated workshop. Organizations can license the curriculum and facilitator discussion guides or arrange managed delivery.