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! 

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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

Resources

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