Course curriculum

  • 1

    Introduction

  • 2

    How To Use This Digital Workbook

  • 3

    Where Are You Coming From?

  • 4

    Limiting Beliefs

  • 5

    Your True Intentions For Your Life

  • 6

    Living Within Your Means

  • 7

    Your Emergency Fund

  • 8

    Paying Off Debt

  • 9

    Retirement

  • 10

    Investment Basics

  • 11

    Estate Planning

  • 12

    Insurance

  • 13

    Big Purchases: Houses and Cars

  • 14

    College Planning

  • 15

    HELP! I Don't Have Enough!!

  • 16

    Systems and Budgeting

  • 17

    Don't Keep Up With The Jones'

  • 18

    On Living Life

  • 19

    Your Financial Plan: Bringing It All Together

  • 20

    Conclusion

  • 21

    Resources and Additional Reading

FAQ

  • I know someone who could really benefit from this. How can I share it?

    Thank you for sharing and loving the program! Message us once you've completed your own "workbook" and we will be happy to give you a unique promo code for a friend or family member.

  • Where else can I find you?

    Join our chats about family and money on Instagram @plan.bay

  • Who designed the curriculum?

    This course was written by Rebecca Palmer, Certified Financial Planner™. You can learn all about the requirements and high standards of the CFP® designation at https://www.letsmakeaplan.org/other-resources/why-cfp-certification-matters

  • Is this program right for us?

    This workbook and educational program was designed with the young family or couple in mind (ages 21 - 40) and covers the basics of debt payoff, emergency funding, retirement savings, investing, insurance and estate planning, college savings, and "big purchase" guidance. This workbook will not give individually tailored financial advice specific to your situation, but rather, the education and tools needed for you to make your own financial decisions with wisdom and intention.

  • Do you have more workbooks coming out?

    Yes! In the pipeline: "Paying for College: A Workbook for High School Students and Parents" as well as "Kids & Money: Tactical and Easy Ways to Teach Wise Financial Management". Subscribe to our email list below to stay updated!

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