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The Road To Financial Wellness
INTRODUCTION - THEORY
What is "Financial Well-Being"?
What Influences Your Level of Financial Well-Being?
What is "Financial Wellness" & What Does It Bring?
Just 4 Easy Steps Needed
Assignment: Assessing Your Financial Well-Being
CHAPTER 1: WHO ARE YOU?
What Does Financial Well-Being Mean For You?
Assignment: Defining Financial Well-Being
The "Financial Well-Being Score" Test
Your Vision Board and Bucket List
Assignment: Creating Your Own Dream Board and Bucket List - PDF templates
Your Personal Mission
Assignment: Creating Your Personal and Professional Mission Statements
Your Wealth Rose or Wheel of Life
Assignment: Assessing Your Happiness in Various Life Areas
Your Personal Values
Assignment: Determining Your Five Most Important Values
Your Talents & Competence
Assignment: Identifying Your Top Five Competencies
Your Lifepath
Assignment: Financial Lifestyle Planning for Life's Milestones
Your Stressors
Assignment: Identifying and Managing Your Stressors
Do You Experience Financial Stress?
Assignment: Understanding and Addressing Your Financial Stressors
Your Dreams Become Smart Goals
Assignment: Transforming Dreams into SMART Financial Goals
Your Energy
Assignment: Boosting Your Energy - Identifying Energy Givers and Takers
Your Habits
Assignment: Improving Your Financial Habits
Your Financial Needs
Assignment: Assess Your Financial Needs
Your Financial Wishes
Assignment: Mapping Out Financial Wishes and Goals
Are You a Saver or a Consumer?
Your Investor Profile
Assignment: Investor Profile
Conclusion & Working Points
CHAPTER 2: YOUR WORK SITUATION AND INCOME
Your Work Situation & Purchasing Power
Assignment: Understanding Your Purchasing Power
Is Your Salary Or Income Sufficient to Meet Your Needs?
Assignment: Assessing Your Earned Income
Determining The Expiration Date of Your Job
Assignment: Assessing the Expiration Date of Your Job
Which Job Suits You?
Assignment: Assessing Your Career Needs
Additional Sources of Income
Assignment: Exploring Supplemental Income Sources
Conclusion & Working Points
CHAPTER 3: YOUR FAMILY SITUATION AND HOUSEHOLD BUDGET
Financial Well-Being Is Family Related
Assignment: Exploring Personal and Family Financial Management
Life Moments & The Impact on Your Well-Being and Prosperity
Assignment: Anticipating Life's Changes
Your Household Budget
Assignment: Money Management Made Easy
Engage in Conversation with Your Partner & Family
Assignment: Improving Your Financial Health
Conclusion & Working Points
CHAPTER 4: MY FINANCIAL KNOWLEDGE OR THE LACK THEREOF
Why Is Financial Knowledge Important?
Assignment: Building Wealth Through Financial Knowledge
Test Your Overall Financial Knowledge
Listing Your Financiel Educational Needs
Assignment: Setting Financial Learning Goals
Financial Education For Your Children
Conclusion & Working Points
CHAPTER 5: YOUR ORGANIZATION AND ADMINISTRATION
Introducing a Simple & Workable System
Assignment: Enhancing Efficiency and Organization in Your Life, Work, and Household
Your Important Documents & Contracts
Assignment: Document and Organize Your Life
Assignment: Protecting Your Loved Ones
Conclusion & Working Points
CHAPTER 6: YOUR ADVISERS AND SUPPLIERS
Who Is in Your Car with You and Who Is Behind the Wheel?
Assignment: Reflecting on Your Influential Relationships
Your Advisers
Assignment: Who to Turn to for Guidance in Building Wealth
Your Suppliers
Assignment: Inventory Your Suppliers for Better Value and Savings
Conclusion & Working Points
CHAPTER 7: TAKING A SELFIE OF YOUR SITUATION AND CAPITAL
To Measure Is to Know, But To Not Apply is Still to Know Not
Your Well-Being Rose: Evaluation & Deepening
Assignment: Creating Your Well-Being Rose & Reflecting on Your Life and Goals
Your Household Budget: A Closer Look at Income & Expenditure
Assignment: Improving Your Household Budget
Saving Behaviour: A Closer Look at Your Savings Reserve & Saving Products
Assignment: Assessing Your Reserves and Spending Habits
Protective Behaviour: Scams, Fraud, and Insurances
Assignment: Protecting Your Wealth
Financing Behavior: A Closer Look at Your Loans & Commitments
Assignment: Charting Your Finances and Exploring Loans
Investing: List your Products in Detail
Assignment: Examining Your Investment Portfolio
Your Real Estate: Inventory & Evaluate
Assignment: Mapping Out Your Properties
Wealth Balance: How Much Are You Worth?
Assignment: Creating and Updating Your Asset Balance Sheet
Pension: Eliminate Your Pension Deficit or Quit Working Earlier
Assignment: Your Retirement Planning
Conclusion & Working Points
CHAPTER 8: WHAT IF?
What If You Paid Yourself First?
What If You Turned a Bad Habit Into a Financial Habit?
Assignment: Transforming Bad Habits into Financial Benefits
What If You Saved $ 2 Every Day & Invested Monthly?
Assignment: Cut Expenses and Invest in Your Future
What If You Were To Pay Back Your Debts Faster?
Assignment: Prioritizing Debt Reduction for Financial Freedom
What If You Considered a Personal Loan for Your Financial Needs?
Assignment: Navigating Debt for Financial Empowerment
What If You Were to Purchase a Property?
Assignment: Key Considerations Before Buying Real Estate
What If You Would Save $ 100 Every Month?
Assignment: Invest a Small Amount of Money for Long-Term Growth
What If You Were Already Saving For Your Children's Education?
Assignment: Planning for Your Children's Education
What If You Could Invest $ 10,000?
Assignment: Building Your Investments and Protecting Your Purchasing Power
What If The Returns On Your Real Estate Investments Are Not That Good?
Assignment: Evaluating Your Real Estate Investments
What If You Made Your Money Work For You?
Assignment: Activate Your Assets to Build Your Wealth
What If You Only Receive 60% Of Your Last Salary?
Assignment: Preparing for Partial Income
What If You Could Stop Working?
Assignment: Essential Questions to Expect
What If You Bought a Wrong Financial Product?
Conclusion & Working Points
CHAPTER 9: THE CHANGE
The Right Mindset
Elevate Your Journey with a Financial Life Plan: Weaving Dreams and Reality
Assignment: Create Your Financial Action Plan
Assemble Your New Team
Assignment: Building Your Dream Team
Take Action
Measure & Follow Up
Celebrate Your Successes
Conclusion & Working Points
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Assignment: Enhancing Efficiency and Organization in Your Life, Work, and Household
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