Wealth Foundation Building Course

Growing financially is a process.  Financial Literacy covers a wide range of information.  This course is designed to give students the knowledge and tools to achieve the first step to Building Wealth- building a strong foundation.

A man pointing at his laptop screen

A strong financial foundation consists of good money habits, a strong safety net, a good credit score, and a plan.  This course introduces students to the concept of overall financial wellness.  After they complete the steps in the course, they will be able to successfully manage their finances! 


Meet Your Wealth Coach

LaVera Shields 

Course Objectives

 By the end of the course, students will know how to ….


▪ What ‘Wealth Habits” is and how to incorporate them

▪ Manage finances

▪ Prepare for financial emergencies

▪ Prepare for financial opportunities

▪ Create a Budget

▪ Create a plan to achieve financial goals

▪ Obtain and maintain good credit


At the end of the successful completion of the course, each student will receive …

  1. Certificate of completion

  2. 30-day journal

  3. Step by step plan to reach their 1-year Financial Goal

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Image by Sharon McCutcheon

Wealth Foundation Building 
Course Outline

Week 1 – Habits

  • Copyright April 2021

  • Preparing the mind for money consciousness

  • Money Plan

  • Magic of Saving

  • Track Expenses

  • Give/Volunteer

Week 2 -Safety Net

  • Insurance

  • Emergency Plan

  • Save to Invest

  • Retirement

  • Self-care

Week 3 - Credit

  • Factors of credit score

  • What is ‘Credit Score’ and why do we need it?

  • How do you get and keep good credit?

  • Credit Repair

  • #1 reason to have good credit

Week 4: Personalized GPS

  • Budget

  • Adulting Checklist

  • Increase Cashflow

  • 1-year Financial Goal

  • Personalized Action Steps