Creating a plan for your money to help achieve you dreams is not only for the rich. By learning the language of personal finance, you can put yourself on the road to financial success. These fun classes provide a no-sales and no-bull set of instructions to allow you to accomplish your money goals that support your unique life vision.
These classes provide step-by-step instructions supported by worksheets to help answer some of your most pressing money questions.
This class helps prioritize savings goals and shows you how to create a solid foundation on which to build for your higher goals.
Lesson 1- Prioritize savings goals
Lesson 2- How to Save for Retirement
Lesson 3- How to create a portfolio
Introduction to Retirement Income Planning
A primer on how to transition from saver to spender in retirement.
Lesson 1- Assumptions about planning for retirement
Lesson 2- Social Security and Pensions
Lesson 3- What’s My Number?
Retirement Income Investing
Learn how to create a paycheck in retirement from your investments.
Lesson 1- Two Methods for retirement withdrawals
Lesson 2- Withdrawal sequence (what accounts come first?)
Lesson 3- RMDs and Annuities
Intermediate Investing Concepts
This class picks up where Building Your Financial Foundation left off with
more in-depth material on creating and managing a portfolio.
Lesson 1 - Diversify and Hold Steady
Lesson 2- Demystifying Investment Jargon
Lesson 3 - Putting Your Portfolio In Place
Modules are 15-45 minutes. Plan for extra time to fill in worksheets.
Yes, Kristi offers one-on-one appointments through video chat or phone for $250 per hour.
You will have access to the class and the lessons for 1 year from the day you signed up. You will be able to login and replay the videos and access the worksheets durring your 1 year access.
Individuals looking to learn the basics of personal finance and put a plan in place that they can live with for the long-term.
These classes do not cover day-trading, market timing techniques, options strategies, or individual stock-picking. Kristi recommends using traditional mutual fund, exchange traded funds and banking products. There is no tax or legal advice given in the classes.