Financial Foundations Course

Examine the 6 big risks® that is the critical part of any successful comprehensive financial plan. Understanding these risks, what their impact is, and who can help you with each will allow you to live your ideal life.

Financial Foundations Course

Examine the 6 big risks® that is the critical part of any successful comprehensive financial plan. Understanding these risks, what their impact is, and who can help you with each will allow you to live your ideal life.
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About the Class

Teaching you the foundations to creating financial stability and abundance.

Based on the best selling book - Stop Trying To Keep Up With The Joneses - They're Broke Anyway (eBook included in the course)

What’s your definition of financial planning? 

Ask any group of people this question and you will likely end up with as many answers.  This is because financial planning is very personal, and it can be quite complex, as well as overwhelming.  One thing is for sure, financial planning is a journey, not an event.   Financial planning is also much more than simply choosing which assets are appropriate for your 401(k).

The secret to success in financial planning is determining what you want to achieve and why!  The next step is to figure out how to navigate the potentially overwhelming landscape of terminology, products, and choices.  Then you must develop a plan of action, take the appropriate steps to implement the plan, and finally have the means to monitor your progress.

Whether you choose to go at it alone, be the coordinator of all the professionals and their respective pieces, or delegate it fully to a professional – the Head Coach of your team, you are going to need a framework.  Deep dive into an introduction to financial foundations. Discover the key elements to thriving financially while also using your finances to create the life you want to live.

In this course, we will examine The 6 Big Risks® that is the critical part of any successful comprehensive financial plan. Understanding these risks, what their impact is, and who can help you with each will allow you to plan ahead and create the foundation for Living Your Ideal Life.

Author

Brad Berger, CFP®, CLF®, CAP®

Master Integrative Life Coach and Holistic Life Planner
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Brad is a CERTIFIED FINANCIAL PLANNER™ Professional, author, speaker, and coach who has three decades of comprehensive financial planning, coaching, and career counseling experience. Previously, Brad served with an international financial-planning firm, starting in private practice and culminating a 17-year career as the Director of Advisor...

Class Contents

What's Included

Level: All levels
Duration: 15 hours 6 minutes
63 Videos
27 Documents
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