(1) Create a Long-term Financial Plan

Course Curriculum

Welcome!

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Course Overview

Step #1: Planning for the Life You Want

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The Daffodil Principle (4:50)
Dreams for the Future (3:17)
Visualize It (1:48)

Step #2: Understanding How Money Grows

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Calculate Net Worth (2:09)
Assets & Liabilities (6:13)
Appreciation & Depreciation (5:07)
Compound Interest (8:49)

Step #3: Picking the Right Accounts

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Risk and Return (13:13)
Goal Matching and Interest Rates (15:26)
Low Risk Options (14:17)
Understanding Your Investments (20:52)
Fees and Expenses (8:42)

Step #4: Paying Yourself

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Why Budget: Creating a Gap (16:45)
Fill out the Payments Column (5:08)
Emergency Fund & Wealth Building (13:47)
Short-term Goals (10:43)
Sinking Funds (7:09)
Tips for Setting Up Automatic Transfers (17:54)

Step #5: Reducing Debt

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Past Debt vs. Future Debt (12:45)
Monthly Payment Trap (8:25)
Create a Debt Snowball (9:31)
Life After Debt (7:04)

Step #6: Future Thinking

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Medium and Long-term Goals (13:49)
Retirement Planning (8:57)
Social Security (6:31)

Hi, I’m Janae

I've been teaching personal finance for 10 years. I know having a financial plan is the most powerful way create the life you want. You can feel confident that you are making the most of your money. Let me help you.

My Million Dollar Plan

How a plan changed the trajectory my family's financial life.

Create a Long-term Financial Plan

Charting Your Financial Course

Together we can create a plan to make your financial dreams a reality.

Course Curriculum

Hi, I’m Janae

Create a Long-term Financial Plan

Chart your own course.

My Million Dollar Plan