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For the first time we are making our proprietary Financial Life Planning materials available for those of you who want a better understanding of your money beliefs and financial possibilities, AND enjoy working on your own.

We're pleased  offer you our self-paced, self-study course:



The downloadable course (11 PDFs  in all) covers the complete first three stages of our 6-stage process, including:

  • a QUICK START User Guide,
  • a detailed worksheet for each of the three stages,
  • inspirational video messages from Cynthia Fick, Founder of Financial Life Planners (viewed on our web site), and
  • tools to help you shift and reframe your limiting money beliefs, examine your resistance around financial issues, and anchor your financial goals.

 

Clicking the Buy button takes you to our PayPal page.  (On PayPal, click 'Continue' button to pay with credit or debit card if you don't have or prefer not to set up a PayPal account)
 

$99.00

Need help?  Call us at 1-480-346-4073

 

 

 

Here's a PREVIEW of what you'll find in the three stages of this self-study course.


Stage One: Uncovering Your Money Beliefs
What Are My Attitudes About Money?

Stage One Worksheet: MONEY ATTITUDE / BELIEF QUESTIONNAIRE - What you believe about money determines where you are going financially. Can you imagine a better reason to find out if those beliefs are helping or limiting you financially? What has your personal experience, the attitudes of others, your childhood, and your family taught you about money and how to use it?

The purpose of this worksheet is to uncover your current patterns and beliefs in relation to money, wealth and prosperity and help you assess your degree of money confidence.  With the clarity you gain from this activity, you'll be ready to start shifting the beliefs, thoughts, and stories that are not working on your financial behalf!

User comment regarding the use of the Stage One, Money Attitudes / Beliefs Questionnaire:

 


Stage Two: Clarifying Your Financial Life Vision
What Are My Goals and Dreams?

Stage Two Worksheet: FINANCIAL LIFE VISION QUESTIONNAIRE - Money, the agent of all commerce (other than barter), is connected to just about every aspects of our lives.  Now that you have taken a look at your beliefs about money (Stage One), it's time to consider what you envision for the various areas of your life.  For example, in your career, real estate,vacations, retirement.

The purpose of this worksheet is to stir up your imagination and lay the groundwork for realizing your goals and dreams.  You might be surprised to discover that some of the things you've always thought you wanted aren't as important as they once were, and that some of the notions you've let fall by the wayside, surface here with renewed desire.

 

Stage Three: Capturing Your Financial Snapshot
What Are My Investments and Expenses?

Stage Three Worksheet: (1) INVESTMENT DATA CHECKLIST - What are your lifestyle goals (before and after retirement), what are your resources and what is your risk tolerance?

The purpose of this worksheet is to compile all of the information about your financial plans and needs -- before and after retirement.

(2) CASH FLOW CALCULATOR - A cash flow analysis can help you understand your finances and determine if you are spending more or less than you are making each month.  This is an essential step in helping us decide together how to best meet your goals and maximize the allocation and return of your current resources.

The purpose of this worksheet is to establish your current financial reality.  You may think you're overspending, but are you really and by how much?  Or, you may be spending less than you're making each month, but by how much?  It's time to take an accurate snapshot of your finances.  This is an important step to making your dreams and goals a reality.  You can do it!

User comment regarding the use of the Stage Three, Cash Flow Calculator:


 



 

 

Clicking the Buy button takes you to our PayPal page.

After your purchase, you will receive an e-mail from us with a password and a link to the Self-Study Course page of our web site.

Here you can download all of the course documents (11 PDFs in all) and view the associated video messages for each of the three stages.

 

$99.00

 Need help?  Call us at 1-480-346-4073

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