The Plan of Financial Happiness

Creating Financial Happiness requires a plan.

Below are the steps to creating that plan. Details about each element of the plan are found in each course unit.

Step 1: Create a Vision of what Financial Success looks like for you.

Step 2: Find economic drivers (Education & Income) that will pay for your Vision.

Step 3: Manage your income (Paycheck), Taxes (401(K), Roth IRA, Traditional IRA, etc.), and Expenses (Budget).

Step 4: Use Savings to create Financial Security and Investing to create Wealth.

Step 5: Evaluate and Manage your exposure to Economic Loss (Debt, Risk and Theft) and develop strategies to increase your purchasing power through negotiations, discounts, and deals.

Link to Summary Presentation