Money in your '20's: Getting Finances Started Right

This course is for anyone in their 20's or later who wants to confidently manage their money, understand the steps needed, and begin to create the financial life they want.
Understanding the topics and learning how to execute the steps may sound like a daunting task, but I have taught many young adults how to get started. As a result, they have left this course with the knowledge, skills needed, and confidence to move forward with their finances.

We will talk about all the money topics that aren't taught anywhere but are key to your future for your life's goals and dreams and healthy finances to support them. The course is divided into five sections and takes about 5 hours to complete. We take a step-by-step approach where I teach you, not tell you, how to accomplish your goals and avoid costly mistakes. Avoiding expensive mistakes is as important as sound money management.

It includes:

1.
Understanding our mindset regarding money
What patterns and beliefs do we bring that get in our way

2.
Setting goals, both short-term and long-term
Budgeting and plugging your money into your goals
Emergency Fund and why it's important

3.
Understand how debt works
Building a plan to pay off any debt
How to build credit and what to avoid

4.
Saving for your goals
Understanding your company benefits including 401k, Roth IRA, HSA, FSA, Health Benefits
Learning how to invest your 401k

5.
Keys to personal investing
Asset allocation
Trend following
Mistakes to avoid

This course builds on each step in an easy-to-understand, customized way and will often pay for itself many times over. Finally, the confusing world of money and personal finance will make sense, and you'll be ready to take steps on your own and use these skills throughout your life.

It makes an excellent gift for a child or grandchild who is beginning their first career job.

Please reach out if you have any questions.

Key Words: First job, Graduation, Budgeting, Savings, Investing, First Steps, Getting Started, Money, Debt, Student Loans, Credit Cards, 401k, Roth IRA, Personal Investing, Financial Coach

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