Learn From a Financial Advisor

How to Manage Your Money and Invest

We know that money can be overwhelming and complicated. However, understanding how to manage and invest your money is one of the most important things that you can do for yourself. You cannot take meaningful action without understanding your finances and what options exist. This course will teach you how to meet your goals, increase your net worth, and invest as an advisor would. 

Why not just hire someone to manage your money? 

There are so many financial products and advisors, it is difficult to even know where to start. There aren’t resources that provide objective information and guidance. 

Within the current system, you can hire someone to oversee your finances and your investments. The more resources you have usually dictates the service you are able to receive. Though the more you have, the more difficult things can become because there are many different advisors involved and many people trying to sell to you. This means that those who have lesser means are suffering from lack of service and information, and those with substantial means are suffering from too much information-and maybe not the right information. 

You deserve better

You don’t have to get overwhelmed by different people telling you different things. You don’t have to do nothing because you aren’t sure what information is right. You don’t have to fear being sold to. You can understand how to manage your finances and your investments.This course will give you the information to be able to manage your money and your investments yourself.

If you complete this course, you will understand your finances and be able to make a difference with what you have-for yourself and for others.

The course will have you set goals, determine your net worth and cash flow, teach you how to invest, and have you create a goals based investment plan. You will have a thorough understanding of the different options of where and how to invest, and how to invest to meet your goals.

Course Overview

In this course, you will plan for your goals, understand your overall financial picture, analyze your cash flow, and learn about goals based investing. You will take this information to begin to save, invest, and make a difference, so that you can use your resources in a way that gives you meaning and makes the world a better place. 

The course includes 8 lessons that can be completed over 1-3 weeks. Each lesson features a written (or audio) component that can be read in one sitting. There are resources for each lesson that include videos, tools, and further reading. The course includes:

-Exercises and information for all levels of wealth

-A simple step-by-step process

-A safe place to look at your resources and what you want to do with them

-The support of a partner who is here to help you, not to sell to you