Teh Financial Coaching
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Financial Literacy Course

Learn to take control of your finances!


Available for discounted Pre-Order now!

Coming soon...



.Module 1: Let’s start budgeting and why do you need one.
  • Learn my simple method of budgeting. All you need is Excel or Google sheet!
Module 2: Money script and money mindset - the root cause of your money script and limiting beliefs
  • you will be asked a list of questions to uncover where your mindset came from and if it serves you or not, and how to reframe it.
  • uncover your patterns.
  • let’s go over affirmations and how it helps you break through your limiting beliefs around money.
Module 3: Debts - how to tackle
  • different types of debts and how to tackle them.
  • credit cards, student loans, mortgages.
  • what’s my opinion on having a mortgage? 
    • should I pay off the mortgage or not?
  • using debit vs. credit - pros and cons of each. Which one is a better fit for you?
Module 4: Assets
  • what are considered assets?
  • calculating your net worth. What is this number?
Model 5: All about your credit
  • what is a credit score? 
  • FICO vs Vantage. 
  • ways you can improve. 
  • why is this important?
  • how to read your credit report using CreditKarma.
Module 6: Investments: how to get started! 
  • What are ETF, stocks, bonds, mutual funds, retirement target funds?
  • How to research and read them.
  • Asset allocation and diversification.
  • Crypto - my feelings around it and why I don’t invest in it, and why I stick to “traditional” investing.
  • College funding - my philosophy around this.
Module 7: Retirement planning 
  • Trad vs. Roth, 401K vs. IRA? 
    • Backdoor Roth conversion - what is it and how to do it the right way.
    • How I did my retirement planning. I’ll show you how to do it with a simple excel (or Google sheet if you don’t have Excel).
    • When can I retire? That depends on a lot of things; we will explore that here.
  • HSA - what is this and how you can use this as part of your retirement planning.
  • Pension.
Module 8: Insurance - when is it appropriate for you and how to pick the right coverage.
  • Home insurance
  • Car insurance
  • Pet insurance
  • Life insurance
  • Update your beneficiaries!
Module 9: Money in Dating and Relationships
  • When and how to start talking about money when dating.
  • Importance of financial compatibility.
  • Prenup.
Module 10: Taxes! - How to read your W2, tax return, and how to plan your taxes the entire year.
  • How does the tax bracket work, how to research? 
  • Connect your paycheck to your tax return so you won’t owe money. 
  • Looking closely at your paycheck. There's a lot of information there.
​Model 11: Next steps and FAQs

PLUS half an hour of complimentary coaching after you complete the course! A $175 value!

Introductory price is only $97 (regular price would be $197 minimum after promotional time period end)

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You can order now and get started while the modules are being completed....
Order Now

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  • Home
  • About Me
  • Work With Me
    • Financial Coaching
    • Budgeting Workshop
    • Tax Services
    • Business Coaching
    • Get Unstuck Adhoc Session
  • ONLINE COURSES
    • Budgeting Course
    • Tax Planning 2024 Course
    • Heal Your Relationship with Money Course
    • LinkedIn Course
  • Blog / Vlog
  • My Podcast
  • Free Resources
  • Testimonials
  • Contact