Online Self-Paced Courses
Module Overview
Introduction and Course Overview (part of free preview)
Module 1 - Understanding Your Paycheck (part of free preview)
Module 2 - Understanding Compounding
Module 3 - Managing Your Cash Flow
Module 4 - Basic Financial Protections
Module 5 - Paying Yourself First
Module 6 - Paying Down Debt
Module 7 - Understanding Your Credit Report / Credit Score
Module 8 - Maximizing Employer Benefits
Module 9 - Savings Rate and Time
Module 10 - Measuring Your Progress
What’s Included
Video Content
Each module includes at least one video session hosted by Scott, providing deep insight into a specific personal finance topic. Almost three hours of total video content is included across the introduction and course overview and ten modules.
Helpful resource links
In each module, we make sure to provide you with a list of helpful online resources to continue exploring what you’ve learned.
Exercises to apply what you’ve learned
Exercises are included in each module to allow you to apply what you have learned to improve your own financial situation.
Your Investment in Yourself!
Course Access
$59
Access for One Year to the Money Basics Level 1 Course Content
Individual Coaching
Step 1 - Introduce
First step is to have an introductory call or meeting. This is a free 20-minute session to discuss your topics of concern in order to provide me with some background on the issues at hand, the goals you have financially, the type of help you are looking for, etc. This gives me a chance to better understand your situation, and for you to get to know me. The end result of the meeting is determining whether there is a mutual fit to move forward, and discuss next steps.
Individual Financial Coaching Services Summary
Step 2 - Explore
Second step is for me to present a plan to you based on the Introduce session and prep work completed by you. In this session, I provide a detailed plan to resolve the issues and concerns raised during the Introduce session. I provide recommendations to you regarding changes to financial behavior and guidance on how to achieve your desired goals, based on your homework completed in advance of the meeting. The end result of the meeting is defined actions for you to take moving forward, and determination of whether further coaching make sense, or if you want to move forward on your own to execute these actions.
Step 3 - Execute
Third step is to Execute on the plan presented during the Explore session. This could be you executing on your own without any further guidance from me, or this could be guided execution in the form of a coaching program. A coaching program provides weekly meetings and/or check-ins to track progress and continue working towards your goals. Guided execution includes phone/text/email support to address questions, provide encouragement, and discuss concerns through-out the month.
DISCLAIMER
Financial coaching service is focused on providing recommendations for changes to personal finance behaviors. No recommendations will be provided specific to investing or taxes. For investing advice, please see a financial advisor. For tax advice, please see a tax advisor or accountant.
Financial Wellness Seminars & Workshops
Seminars for businesses
Are you a business that would like to offer your employees a financial wellness seminar as a unique benefit? This seminar can be a lunch-n-learn format or an hour-long seminar. The content is effectively an overview of Personal Finance 101.
Wellness Center Workshops
Are you a wellness center looking to add financial wellness workshops to your offerings? Reach out to me to discuss this further!
Standalone Seminars & Workshops
Simplifiu plans to hold standalone financial wellness seminars and workshops in the future. Reach out to me if you are interested in learning more!
Digital Downloads on Etsy
Personal Finance Digital Downloads
Simplifiu has an Etsy shop that sells helpful Excel and Google Sheets spreadsheets covering various financial topics such as budgeting, net worth tracking, mortgage planning, effective tax rate calculators, and more. Check it out and let me know if there is some specific content you'd like to see. New content is developed and added routinely.
Note: Monthly paid coaching clients have access to all digital downloads included in their service.
