ALL COURSEs MY LIBRARy
Life Stage Courses
Foundations
This course is designed for college students and recent graduates. We will address:
- Financial Psychology
- Savings & Expenses
- Budgeting & Automation
- Account Management & Advice
- BONUS: Credit Profile, Education & Skills Development
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Pathways
This course is designed for people in the early to mid- stages of their career. We will address:
- Values, Goals & Purpose
- Financial Psychology
- Savings & Expenses
- Budgeting & Automation
- Account Management & Advice
- Understanding Loans
- Paying Off Debt
- Credit Profile
- Education & Skills Development
- BONUS: Risk & Insurance, Investing Basics & Bear Market Survival Guide
Legacy
This course is designed for people in the mid- to late stages of their career. We will address:
- Values, Goals & Purpose
- Financial Psychology
- Income
- Economics & Government Influence
- Risk & Insurance
- Preparing To Invest
- Investing Basics & Investing Extras
- Estate Planning & Philanthropy
- BONUS: Paying Off Debt, Retirement Reboot, Bear Market Survival Guide
Mindful Money 360°
Mindful Money 360° is our complete financial education bundle.
It is designed as a 16-week financial training and includes all of the content from our 3 life stage courses:
- Foundations: College & Recent Graduates
- Pathways: Early to Mid- Career
- Legacy: Mid- to Late Career
- BONUS: Bear Market Survival Guide & Retirement Reboot
If you work with a non-profit and want to provide your members with financial education, ask us about our Live-Supported Cohort.
Mindful Money Membership
Mindful Money Membership is intended to make personal financial guidance more accessible by offering it in a group format.
It is impossible for the information in general financial education courses to fit your circumstances. Become a member and get the ongoing help you need.
Mindful Retirement Review Workshop
Do I have enough? How much is enough? How do I get to enough? How is investing for "retirement" different? How do I create an income stream that rises for 25-35 years of retirement? Assuming I get the money right, how do I ensure a happy retirement? We cover all of these important issues in a single afternoon and leave plenty of time for questions!
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DIY Financial Plan
Earn – Spend – Save – Invest – Give – Live! Your financial life has many chapters. In the DIY Financial Plan course, we overcome the illusions and half-truths; discover and bring our values and purpose to our goal-setting; and give you the tools you need to create and maintain your own personal financial plan. We help you build an authentic bridge between your life's present and your hoped-for future.