Is it possible to create a financial plan yourself? Yes.

Let personal finance expert and Investopedia Top 100 Financial Advisor George G guide you to personal financial success

  • Protection

    Prepare your budget, master your cash flow, set your insurances, and begin your estate planning

  • Accumulation

    Create your saving and investing goals, and put your plan in place

  • Distribution

    Prepare for retirement, and design your lifetime income and legacy plan

  • Your Plan

    Get the peace of mind you've been looking for, knowing your financial affairs are in order

Course curriculum

  • 1
    Welcome to the DIY Financial Plan Workshop
  • 2
    Module 1
  • 3
    Module 2
  • 4
    Module 3
  • 5
    Module 4
  • 6
    Module 5
  • 7
    Module 6
  • 8
    Module 7
  • 9
    Module 8
  • 10
    Module 9
  • 11
    Module 10
  • 12
    Module 11
  • 13
    Module 12
  • 14
    Module 13
  • 15
    Module 14
  • 16
    Workshop Closing
  • 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
  • Module 6 Welcome Message Get a Budget Welcome Becoming Your Own CFO Video Interrogate Reality Video Timeline Video Timeline Intro to Budgeting Video 50/20/30 Budget Guide Video Budget Spreadsheet Personal Financial Statement Overhead and Profit Video Conclusion Video OnTrajectory Module
  • Module 7 Welcome Message Improving Your Credit Course Welcome Improving Your Credit Course Welcome video Understanding Credit and Your Current Situation Understanding Credit and Your Current Situation Video How Do I Improve My Score How Do I Improve My Score Video Your Credit Improvement Plan Your Credit Improvement Plan Video OnTrajectory Module
  • Module 8 Welcome Message The Diversified Model Pyramid Talk OnTrajectory Module
  • Module 9 Welcome Message The Right Coverage Introduction Disability Insurance Overview Understanding Disability Long Term Care Insurance Overview Understanding Long Term Care Insurance Health Insurance Overview Understanding Health Insurance Car Insurance Overview Understanding Car Insurance Understanding Car Insurance Identity Insurance Overview Understanding Identity Theft Insurance Umbrella Insurance Overview Understanding Umbrella Liability Insurance Life Insurance Overview Understanding Life Insurance House Insurance Overview Understanding House Insurance The Right Coverage Conclusion Video Certified Partners Certified Partners List Plan Your Estate Welcome Video What is estate planning, who should do it and how does it fit Video What is estate planning, who should do it and how does it fit? What are the different parts of an estate plan Video What are the different parts of an estate plan? How do I get it done Video How do I get it done? Conclusion of Plan Your Estate and Additional Resources Video Conclusion and Additional Resources OnTrajectory Module
  • Module 10 Welcome Message Saving and Investing Introduction Saving and Investing Cashflow and Budgeting Saving and Investing Budget Spreadsheet Saving and Investing Important Terms Understanding Risk Video Terms Worksheet Your Saving and Investing Plan Saving and Investing Timeline Saving Calculator 401(k) calculator Saving and Investing Maintenance Risk Profile Additional Resources OnTrajectory Module
  • Module 11 Welcome Message Retire Happily Welcome Pre-Retirement Goals Goals Worksheet Pre-Retirement Budgeting Pre-Retirement Budget Spreadsheet Retirement Accumulation Accumulation Spreadsheet Distribution Tutorial Social Security Tutorial Retirement Health Care Tutorial Retirement Medicare Tutorial Retirement Budget Tutorial Retirement Budget Spreadsheet Legacy Tutorial Desires Tutorial Desires Worksheet Retire Happily Closing OnTrajectory Module
  • Module 12 Welcome Message Understanding Behavioral Finance Understanding Behavioral Finance Patterns and Identity Patterns OnTrajectory Module
  • Module 13 Welcome Message One Page Financial Plan Video One Page Financial Plan Download Getting Organized Getting Organized Worksheet Financial Inventory Worksheet Automating Your Finances Personal Financial Statement Additional Resources OnTrajectory Module
  • Module 14 Welcome Video 3 Tiers of New Learning 3 Tiers Framework Overview Questions to Ask a Financial Advisor OnTrajectory Module Closing Information Disclosure Information
  • Workshop Closing Video

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