The Finding Financial Freedom Two Step Process
- A 30-minute One-on-One session with a certified Finding Financial Freedom partnering professional
- Downloadable training session outline on the topics below
- Access to the Finding Financial Freedom email forum
- Invitations to all Finding Financial Freedom radio shows
- Membership to the Finding Financial Freedom newsletter
Step 1… Discover How To Manage Your Money
Session 1: Document/determine your financial issues - financial issues analysis
- Current income and expenses
- Your assets and expenses
- Your dreams and goals
- Discover your financial personality (and your spouse’s)
Session 2: Develop a spending plan
- Understand how to make a budget (spending plan)
- Compare your financial figures to other families like yours
- Begin to document and track all income and expenses
- Adjust your spending plan to begin to reach your dreams and goals
Session 3: Debt elimination strategy
- Identify what is good debt
- When is it okay to use credit cards
- Make a thorough list of your debts
- Identify which ones to pay off first
- Develop a strategy to start the debt elimination process
Session 4: Determine how to save for fun, future, and unexpected financial expenditures
- What you should save for
- How much to have in savings
- When and where to start investing
Session 5: Dictate your financial future with proven systems
- Stick to your spending plan with ease by using the Finding Financial Freedom envelope system
- Technology systems - allow automation to make you financially free
- The importance of getting the entire family involved
Session 6: Discover how your extra money can lead to financial freedom
- Decrease expenses, increase household income
- How to live by a spending plan even when expenses are greater than the income
- Finding Financial Freedom Referral Program
Once you have completed the first six sessions you will be eligible to become a certified Finding Financial Freedom partnering professional
Step 2… Advanced Financial Planning
Your sessions now turn to advanced financial planning by providing accountability and a plan of action to keep you financially free.
Sessions 7-12: Finding Financial Freedom’s second phase will cover:
- Insurance needs to protect your family
- Retirement planning
- Estate planning
- Children’s future and education
The Finding Financial Freedom Program is a full one year of financial help to get your on track and keep you there so you will experience financial freedom. Once you get on the right track you will want to stay there, else the work you have done is for nothing. It is like losing eighty-five pounds and gaining it all back.
Get started today and Find Financial Freedom!!
