[Free] Build Your Own Financial Plan
In less than 1 hour! – Free Course
What you’ll learn
- How to build a budget
- How much $ you need in an emergency fund
- How to calculate how much life insurance you need
- How much $ you will need at retirement to live the lifestyle of your choice
Requirements
- Google Sheets or Microsoft Excel
Description
I was once told that “Plan beats no plan.”When it comes to financial planning, that couldn’t be more true.
78% of Americans have less than $50,000 set aside for retirement. Only 14% of Americans have $100,000 set aside for retirement. (Yahoo)
My mission – help 100 people create their financial plan in 2023. By 2025 my goal is to have helped 10,000 people.
The problem – most people don’t have access to financial planning products.
So, I built this resource for you.
It’s intentionally built to be low-tech to be accessible to anyone.
Included in this FREE class is:
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A spreadsheet designed to help you figure out:
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a monthly budgeting tool
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a budget forecasting tool that allows you to test various scenarios, such as new jobs or buying a more expensive house
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a Personal Financial Statement that will help you understand and monitor your net worth
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the exact amount of emergency fund that you should have and where you stand compared to that number
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the exact amount of life insurance you should have; based on an industry-standard
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how much money you have that could be invested today
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finally, help you calculate how much money you will need in retirement
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Anyway, I really hope you will enjoy this course.
The peace of mind that comes from taking control of your finances is life-changing. I think you will agree.
Author(s): Jonathan Patrick
