Financial Alignment Lite
Our signature 5-week course that will get you and your spouse on the same page, working together towards the same financial goals.
After completing this course, you will have a customized NON-budgeting method that you can use to make REAL progress towards your goals, regardless of what life throws at you.
1
Welcome!
Define Your Goals
1
Intro To Week 1
2
Rewire Your Brain
3
Your Perfect Day
4
Vision Board — A Whole New Take
5
Canva for your Vision Board
6
Time Goals for your Vision Board
7
Wrap-up
Talking About Money
1
Intro To Week 2
2
1 1 ≠ 2
3
Your Money Story
4
Communication 101
5
The “Secret Sauce” of Vision Boards
6
Define Your Top Financial Goal — Together
Tracking Your Expenses
1
Intro To Week 3
2
Expense Tracking 101
3
How To Categorize Debt
4
Avoid “Other”
5
Form A New Habit
6
Emergency Fund 101
7
Bonus: Karen’s Money Story
Finding Hidden Money
1
Intro To Week 4
2
Expense Tracking — The Next Level
3
Tracking Investments & Debt
4
Bonus: Customizing Your Spreadsheet
5
Finding “Hidden” Money Pt. 1
6
Finding “Hidden” Money Pt. 2
7
Deductions Continued
8
How To Get A Better Interest Rate
9
Order of Savings
10
Lifestyle Creep
11
Mindset Revisited
12
Teaser: Financial Alignment Mastery
Money In Your Kitchen
1
Intro To Week 5
2
Menu Planning 101
3
Menu Planning 101
4
Grocery Store Hacks
5
Surprisingly Effective Pantry Hack
6
Bonus: Mindset Tricks
7
Bonus: Tracking Your Progress
8
Celebrate (good times come on!)