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In this foundational course, we’ll deep-dive into cash flow to ensure that you’re using your resources to best meet your important life and financial goals.

  • Tracking Expenses – understand where your money is going each month 
  • Creating a Spending Plan – make an intentional plan to use your resources according to your values
  • Analyzing Cash Flow – strategize ways to optimize your income, saving, and expenses
  • Financial Metrics – monitor your financial health on an ongoing basis
Through detailed templates and exercises, this course gives you clarity and confidence in creating the foundation of your financial plan.