DIY Financial Plan
Is it possible to create a financial plan yourself? Yes. Let personal finance expert and 3X Investopedia Top 100 Financial Advisor George G guide you to personal financial success.
Welcome Video
Module 1 Welcome Message
Kickoff Video
DIY Financial Plan Kickoff Worksheet
OnTrajectory Overview Video
OnTrajectory Overview
OnTrajectory Module
Module 2 Welcome Message
Steps to Your Financial Success
Steps to Success
OnTrajectory Module
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 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 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