The TEN WEEKS to Financial Awakening Personal Financial Management Course–Your Questions Answered


1. What is this course?

  • A self-study personal finance mastery program.
  • Practical, empowering information coordinated into a comprehensive financial plan (unique to each user) using Quicken's financial plan projection tools. The following subject areas are covered:
    • Life Clarity and Emotional Freedom with Money
    • Document Organization
    • Budgeting with Quicken®
    • Work Scenario Analysis
    • Debt Management
    • Investment Management
    • Insurance Management
    • Tax Planning
    • Retirement Planning
    • Estate Planning
  • Equivalent to an upper-level college course–no credit offered to keep Course cost down.

CLICK HERE FOR MORE INFORMATION ABOUT THE COURSE GUIDEBOOK & CDs

2. How long does it take and what is covered?

  • 100 -150 hours, depending on the financial complexity of your situation.
    • Phase One–"Weeks One through Three" of the Guidebook–40-60 hrs.
      • Life Clarity
      • Document Organization
      • Quicken Setup & Transaction Download
      • Quicken Ongoing Use and Budget Setup
      • Financial Planning Scenario Setup
    • Phase Two–"Weeks Four through Seven" of the Guidebook–30-45 hrs.
      • Managing Income
      • Managing Debt and Credit
      • Managing Investments
      • Explore "What If" Scenarios for each of the above using Quicken®
    • Phase Three–"Weeks Eight through Ten" of the Guidebook–30 - 45 hrs.
      • Managing Taxes
      • Planning for Retirement
      • Planning for Estate and Mortality
      • Maintaining the Financial Plan
      • Working with a Financial Advisor
      • Explore "What If" Scenarios for each of the above using Quicken®

3. Do I have a limited time to complete the Course?

  • No–If you spend 15 hours a week you could feasibly complete the Course in "ten weeks". If you spend 5 hours per week, your completion time is more like 30 weeks. What is more important than the length of time it takes to finish the Course is the quality of your attention given to the Course–it's better to slow down and enjoy the journey than to focus on reaching a destination in an unrealistic timeframe.

4. What materials are needed to work the course and how much do they cost?

  • If you purchase the Entire Course (Save 10%) = $380.
    • "Entire Course" includes:
      • Basic Guidebook Package: $50
      • TEN WEEKS Materials Package: $200 (a $15 discount) CLICK HERE FOR MORE INFORMATION ABOUT THE MATERIALS PACKAGE
      • TEN WEEKS Webinar Series: $150
      • Total Price: $400
        Less 10%: <$40>
        Shipping: $20
        Entire Course Price: $380
      • We recommend the Quicken Deluxe 2007 Version. (The Tutorial CD's, in conjunction with the 2007 Printed CD Update Release or the Webinar Series, can also be used with newer versions of Quicken.)
        We recommend Amazon.com for good prices on Quicken 2007 for Windows
  • If you purchase and set up the TEN WEEKS materials separately:
    • Basic Guidebook Package: $50
      • 705 Page Guidebook
      • 4 TEN WEEKS CDs–Tutorials for Quicken 2007® (The Tutorial CD's, in conjunction with the 2007 Printed CD Update Release or the Webinar Series, can also be used with newer versions of Quicken.)
      • Worksheet Workbook–Extra Set of Worksheets
      • Monthly E-Newsletter
      • 2007 Course Update
    • Organizational materials required–approx. $135
      • 3 Notebooks with Dividers
      • Sheet Protectors
      • Three hole punch
      • File folders
      • Hanging File Folders
      • HomeFile Financial Planning Organizer Kit
      • Storage Box Set
    • Quicken® Deluxe 2007
      • Buy at Amazon:
        We recommend Amazon.com for good prices on Quicken 2007 for Windows

5. What if I need additional structure and support to complete this course?

  • The TEN WEEKS Webinar Series provides you with audio/video downloadable files with the author in short segments that give you 30-90 minute tasks to help guide you through Weeks 1-3 of the Course, which will enable you to finally organize and control your finances with Quicken®. These Webinar sessions will reduce your overall time to complete the course by up to 20% and can be accessed 24/7 so you can proceed through the Course at your own schedule. (Please see Question 2 above for what is included in each session.)
    • The Ten Weeks Webinar Series: $150

CLICK HERE FOR MORE INFORMATION ABOUT THE TEN WEEKS WEBINAR SERIES

6. How do I get started?

Option 1

  • Order the Entire Course now for $380. CLICK HERE TO BUY
  • If you don't already have it, order Quicken® Deluxe 2007:
    We recommend Amazon.com for good prices on Quicken 2007 for Windows

Option 2

  • Order the Basic Guidebook Package now for $50:CLICK HERE TO BUY
  • Order Quicken® Deluxe 2007:
    We recommend Amazon.com for good prices on Quicken 2007 for Windows
  • Purchase the organizational materials on your own, once you receive the Guidebook (Estimated cost: $135)

Option 3 (must complete one of the above options first)