Financial Well-being Foundations

Why take this course?
🌱 Financial Well-being Foundations: A Journey to Mastering Your Personal Finances
Course Headline:
Master Your Money, Master Your Life: Unlock the Secrets of Financial Well-being
Course Description:
Our financial lives are a tapestry woven with complex decisions, daily transactions, and long-term planning. It's a realm where pressure mounts as we juggle work, family responsibilities, and the growing impact of our choices on both our personal well-being and the world at large. 🌐💸
Feel the Struggle? You're Not Alone.
It's common to feel:
- Confused and Overwhelmed by the sheer volume of financial information and choices available.
- Incapable and Uncomfortable when it comes to discussing money, especially with those close to us.
- Ashamed of personal debt levels or spending habits that don't align with our values.
- Scared of both scarcity and abundance, fearing to be either a tramp or a Trump in the financial world.
Yet, as we live longer, these fears can cast shadows over our future. But what if we viewed these challenges not as obstacles but as opportunities for growth and empowerment?
Course Instructor: Liz McLardy
Liz McLardy is more than just an accountant (CPA) or an accounting Lecturer. She's a financial well-being practitioner with a passion for transforming individuals' relationship with money.
Why Enroll in This Course?
This course is your compass towards financial clarity and confidence. Liz will guide you through a simple yet effective 3-step process using classic finance/accounting tools to help you:
- Assess Your Financial Position: Understand both your inner (values, goals) and outer resources.
- Examine Your Relationship with Money: Learn how your past and present financial decisions shape your future.
- Set Clear Financial Goals: Define what financial success means to you and how to achieve it.
Liz's Personal Touch:
- Utilize Liz's financial well-being worksheet designed to create a tailored system and budget that aligns with your aspirations.
- Gain insights into your spending habits and learn strategies to manage them effectively.
- Learn how to communicate about money with partners, children, or anyone involved in your financial life.
Who is This Course For?
This course is for anyone looking to empower themselves with financial knowledge and take control of their personal financial well-being. Whether you're just starting out, navigating a significant life change, or looking to improve your financial situation, this course is designed to provide you with the tools and confidence needed to make informed decisions. 🎓💰
Course Highlights:
- Determine Your Holistic Financial Position: Learn how to evaluate both tangible and intangible aspects of your finances.
- Understand Your Current Relationship with Money: Reflect on how money fits into your life and identify any patterns that need to be adjusted.
- Define Your Financial Goals: Set clear, actionable objectives that are aligned with your values and lifestyle.
- Use the Financial Well-being Worksheet: A step-by-step guide to creating a personalized financial plan that you can use for years to come.
Join Liz McLardy in this transformative journey to gain mastery over your personal finances, ensuring you're not just surviving but thriving in every aspect of life. 🚀✨
Course Gallery




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