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Over the last decade, I have dealt with so many clients with a unique financial situation. This course is created with the view to bring those best practices in managing your finance. 

Manage Your Money, Better

Course description

  • Learn how to manage your personal finance, build an emergency fund, save for retirement, and save for personal goals (house, wedding, child’s future etc.)

  • Let the money work for you while you focus on enjoying your life.

Course Objectives

After taking this course, you’ll be able to…

  • Calculate your net worth.

  • Create a monthly budget.

  • Create a personal savings plan.

  • Understand specific investment strategies.

  • Have your questions answered about investing.

  • Know how much and where to save for various goals

  • Get an Excel model for your future reference as well.


What are the requirements?

You must be willing to develop good money habits.


Who is the target audience?

  • Those who are saving for their children’s college education.

  • Those who are currently investing for retirement and want to learn more.

  • Those who want to learn the real cost of working.

  • You should not take this course if you want to get rich quickly.

  • You should not take this course if you think I can guarantee the same results I’ve accomplished.

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