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!)
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Enrolled: 0 students
Lectures: 41
Level: Intermediate