Get good with money

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.

Buy $400.00

Course curriculum

1. Welcome Video
1. Module 1 Welcome Message
2. Kickoff Video
3. DIY Financial Plan Kickoff Worksheet
4. OnTrajectory Overview Video
5. OnTrajectory Overview
6. OnTrajectory Module
1. Module 2 Welcome Message
2. Steps to Your Financial Success
3. Steps to Success
4. OnTrajectory Module
1. Module 3 Welcome Message
2. Goals Course Welcome
3. Goals Course Welcome Video
4. Goals Course Exercise
5. Word Association
6. Word Association Exercise Video
7. Five Whys
8. Five Whys Exercise Video
9. Goals Exercise
10. Goals Exercise Video
11. Time Horizon and Action
12. Time Horizon and Action Video
13. Making it Real
14. Making it Real Video
15. OnTrajectory Module
1. Module 4 Welcome Message
2. Values Course Welcome
3. Values Course Welcome Video
4. Values Course Work Book
5. My Origin Story
6. My Origin Story Video
7. Core Beliefs
8. Core Beliefs Video
9. Core Values
10. Core Values Video
11. My Code
12. My Code Video
13. Making it Real
14. Making it Real Video
15. OnTrajectory Module
1. Module 5 Welcome Message
2. Cash Flow Video
3. Cash Flow Worksheet
4. Additional Resources
5. Get Out of Debt Intro
6. Getting Organized
7. Your Debt-Free Plan
8. Spreadsheet
9. Making it Real
10. Calendars
11. Debt-Free Maintenance
12. Debt-Free Certificate
13. Certified Debt-Free
14. OnTrajectory Module
1. Module 6 Welcome Message
2. Get a Budget Welcome
3. Becoming Your Own CFO Video
4. Interrogate Reality Video
5. Timeline Video
6. Timeline
7. Intro to Budgeting Video
8. 50/20/30 Budget Guide Video
9. Budget Spreadsheet
10. Personal Financial Statement
11. Overhead and Profit Video
12. Conclusion Video
13. OnTrajectory Module
1. Module 7 Welcome Message
2. Improving Your Credit Course Welcome
3. Improving Your Credit Course Welcome video
4. Understanding Credit and Your Current Situation
5. Understanding Credit and Your Current Situation Video
6. How Do I Improve My Score
7. How Do I Improve My Score Video
8. Your Credit Improvement Plan
9. Your Credit Improvement Plan Video
10. OnTrajectory Module
1. Module 8 Welcome Message
2. The Diversified Model
3. Pyramid Talk
4. OnTrajectory Module
1. Module 9 Welcome Message
2. The Right Coverage Introduction
3. Disability Insurance Overview
4. Understanding Disability
5. Long Term Care Insurance Overview
6. Understanding Long Term Care Insurance
7. Health Insurance Overview
8. Understanding Health Insurance
9. Car Insurance Overview
10. Understanding Car Insurance
11. Understanding Car Insurance
12. Identity Insurance Overview
13. Understanding Identity Theft Insurance
14. Umbrella Insurance Overview
15. Understanding Umbrella Liability Insurance
16. Life Insurance Overview
17. Understanding Life Insurance
18. House Insurance Overview
19. Understanding House Insurance
20. The Right Coverage Conclusion Video
21. Certified Partners
22. Certified Partners List
23. Plan Your Estate Welcome Video
24. What is estate planning, who should do it and how does it fit Video
25. What is estate planning, who should do it and how does it fit?
26. What are the different parts of an estate plan Video
27. What are the different parts of an estate plan?
28. How do I get it done Video
29. How do I get it done?
30. Conclusion of Plan Your Estate and Additional Resources Video
31. Conclusion and Additional Resources
32. OnTrajectory Module
1. Module 10 Welcome Message
2. Saving and Investing Introduction
3. Saving and Investing Cashflow and Budgeting
4. Saving and Investing Budget Spreadsheet
5. Saving and Investing Important Terms
6. Understanding Risk Video
7. Terms Worksheet
8. Your Saving and Investing Plan
9. Saving and Investing Timeline
10. Saving Calculator
11. 401(k) calculator
12. Saving and Investing Maintenance
13. Risk Profile
14. Additional Resources
15. OnTrajectory Module
1. Module 11 Welcome Message
2. Retire Happily Welcome
3. Pre-Retirement Goals
4. Goals Worksheet
5. Pre-Retirement Budgeting
6. Pre-Retirement Budget Spreadsheet
7. Retirement Accumulation
8. Accumulation Spreadsheet
9. Distribution Tutorial
10. Social Security Tutorial
11. Retirement Health Care Tutorial
12. Retirement Medicare Tutorial
13. Retirement Budget Tutorial
14. Retirement Budget Spreadsheet
15. Legacy Tutorial
16. Desires Tutorial
17. Desires Worksheet
18. Retire Happily Closing
19. OnTrajectory Module
1. Module 12 Welcome Message
2. Understanding Behavioral Finance
3. Understanding Behavioral Finance
4. Patterns and Identity
5. Patterns
6. OnTrajectory Module
1. Module 13 Welcome Message
2. One Page Financial Plan Video
3. One Page Financial Plan Download
4. Getting Organized
5. Getting Organized Worksheet
6. Financial Inventory Worksheet
7. Automating Your Finances
8. Personal Financial Statement
9. Additional Resources
10. OnTrajectory Module
1. Module 14 Welcome Video
2. 3 Tiers of New Learning
3. 3 Tiers Framework Overview
4. Questions to Ask a Financial Advisor
5. OnTrajectory Module
6. Closing Information
7. Disclosure Information
1. Workshop Closing Video

About this course

$400.00
172 lessons
7 hours of video content

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Money Alignment Academy

DIY Financial Plan

Course curriculum

Welcome to the DIY Financial Plan Workshop

Module 1

Module 2

Module 3

Module 4

Module 5

Module 6

Module 7

Module 8

Module 9

Module 10

Module 11

Module 12

Module 13

Module 14

Workshop Closing

About this course

Discover your potential, starting today