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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)
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