Course 1 – Planning for Success

Associated Courses




Course 1 – Planning for Success.

A common description of an individual’s financial well-being is a mental state of mind where they can
meet current and ongoing financial obligations,
feel secure in their financial future,
and are able to make choices that allow enjoyment of life
With this description in mind, to improve our financial well-being we must
take control over our finances (spending/saving, wants vs needs, etc)
assume responsibility for defining our future
clarify the financial needs in your life (financial security). (paying for emergencies, buying car, house, vacation, retirement, paying bills, income)
A healthy mental state of financial well-being helps us create a path to financial security.

Stress, anxiety, and depression are all mental states that affect our well-being and can block our paths to achieving financial security. By controlling our finances through:

Spending less $ then we earn
Saving to pay for future financial goals
Maximizing earning potential (upgrade skills to earn more money)
Growing your money
Protecting what we have
Giving back
Using borrowed money responsively
stress, anxiety and depression can be reduced and there improve our financial well-being.

In this course strategies and concepts will be introduced to help improve our financial wellness.


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