PERSONAL FINANCE CALENDAR
Achieve Your Business Goals ON A REGULAR SCHEDULE
Setting a regular schedule to review your financial situation is vitally important to your financial health and overall well-being. This Personal Finance Calendar suggests the kinds of financial review you should complete monthly and periodically, lays out a month-by-month schedule of significant financial events and documents to evaluate and update ongoing, and discusses review to undertake when major life events occur.
TASKS
- MONTHLY TASKS
- PERIODIC TASKS
- MONTH TO MONTH MAINTENANCE
- BIRTHDAYS & LIFE EVENTS
Personal Finance Checkup 12-months
Your overall well being and financial health is very important to review each month. The PFC plan is design to follow up with you 12 consecutive months to review your financial situation or events that may change your financial outcomes.
FINANCIAL PSYCHOLOGY
Transform Your MINDSET 5 week course
Money affects much more than just our bank accounts. Financis affect our emotions, sense of well being, overall mood and health. This course will help you to see how finances relate to pain vs pleasure.
•Humans are conditioned to move away from pain and toward pleasure.
•Example
›we move toward pleasure when we spend money to get things we enjoy.
•Example
›We pay insurance premiums to avoid the pain of financial loss.
•Spending money frivolously gives immediate gratification.
•But not having enough to pay for food or medicine are potential sources of pain.
PRIORITIZE YOUR NEEDS
Maslow’s Hierarchy Of Needs Theory
•Self-actualizing needs
•Esteem needs
•Love and belonging needs
•Safety and security needs
•Physiological needs
Financial Psychology
How we handle personal finances or money are tied to our human needs and emotions. We will explore influences when developing our money management habits and how we deal with sources of information available to us. It is important to understand the concept of behavior finance, examine our own attitudes, beliefs and behaviors related to personal finance. The final section will introduce financial goal setting, how to write good goals, break them down into achievable action steps and track your progress.