class list


Welcome to class! Take a seat and get ready to learn how to create a comprehensive financial plan from start to finish. Or, search the classes for a personal finance topic that you’re most interested in learning about like buying a home or saving in an HSA.

I truly believe that with the right knowledge and tools you can create your own basic financial plan. You are the one that controls your finances, so it only makes sense for you to know exactly how the world of money works.

If you would like a complete checklist to help walk you through the steps of creating your financial plan, subscribe to the email list here.

Freshman Year

PERSONAL FINANCE BASICS

DEBT MANAGEMENT

SPECIAL TOPICS & SUMMARY

Sophomore Year

INSURANCE

SPECIAL TOPICS & SUMMARY

Junior Year

SAVING & INVESTING

INCOME TAXES

SPECIAL TOPICS & SUMMARY

Senior Year

RETIREMENT PLANNING

ESTATE PLANNING

SPECIAL TOPICS & SUMMARY