Skip to content
Home
About
Services
FAQ’s
Client Examples
Education
Calculators
Contact
Home
About
Services
FAQ’s
Client Examples
Education
Calculators
Contact
GET IN TOUCH
You must be logged in to view this content.
Welcome To The Course
What to expect from me as your coach
What I expect from you as a student
Why Going Through all of this will be worth it
Lets Talk About Why
Why do you want to learn about money?
Why do you want to be better with your money?
One of the most powerful exercises you can do!
Goal Setting DONT skip this!
No Goals, No Money
Short Term Goals
Medium Term Goals
Long Term Goals
What's Going To Hold You Back?
Internal language and beliefs
Habits and Justifications
Weak moments we all have them
Getting organized
Know your monthly "must pays"
All the good & All the bad
Your Income Situation
Create a tracking system
Budgeting "No one likes this part"
Payday to payday trap
Make a good budget
Make a perfect budget
Why did you make 2 budgets?
Tips to Staying on budget
Feeling Anxious after that? its ok watch this
"How Money Works" The Financial House
The Rule of 72 - Compound Interest
The Financial House - Overview
The Financial House - Insurance/Foundation)
The Financial House - Your Home
The Financial House - RRSP's Accounts
The Financial House - Open/Non Reg Accounts
The Financial House - TFSA Accounts
The Financial House - Permanent Insurance
The Financial Plan
Should you use an advisor?
How To Choose an Advisor
The 6 Steps In Planning
Step One: Cashflow
Step Two: Debt Management
Step Three: Emergency Fund
Step Four: Proper Protection
Step Five: Build Wealth
Step Six: Preserve Wealth / Legacy
The "D" Word... DEBT and Debt Management
Good Debt Vs Bad Debts
Consolidation: Using House
Consolidation: Using Vehicles
Consolidation: Using Credit
Paying Off Debts "Laddering"
Paying off Debts Bankruptcy / Consumer Proposals
Investing Money in Canada
What are the different types of investments
Psychology of investing
Dollar cost averaging does it help?
What do you do in a down market?
Investing money inside of life insurance policies
Retirement / Preparation for retirement
Check in with a counselor
Prep for bigger purchases in the last 5 years
Adjust portfolios for retirement
Create a relationship with your accountant
Adjust Income & Lifestyle
