How To Create Your Personal Financial Plan

… without stress, getting stuck, or hiring an expensive financial advisor

   Watch Promo

What is a personal financial plan?

A simple written plan is a North Star to guide you for the rest of your life
— because you can remember it. Having a plan means:

  • "I'm in the process of creating what is most important to me."
  • "I won't always know where I'm going—but I can always know
    whether I'm going in the right direction."
  • Peace of mind. Confidence that you are on track.
  • You are a more interesting person, because of what you do!.

This course has a project.

Each video lesson has a small assignment. The end result is your personal financial plan with a one-page summary!


People with clear, written goals

accomplish far more, and in a

shorter time, than people without

them can ever imagine.

Brief Course Outline (videos)

*** Who is this for? What will you accomplish? ***

START WITH YOUR GOALS AND DREAMS

1.1 Start with what energizes you
1.2 Imagineering
1.3 Assume the identity you want and the required habits
1.4 Create a plan for your emergency fund

ASSESS YOUR FINANCIAL SITUATION

2.1 Take control with information
2.2 Monthly Tracking and Budgeting (the easy way)
2.3 Celebrate halfway by starting your one-page summary
2.4 Pay yourself first (Automate your investing)

PROTECT YOUR WEALTH

3.1 The Big Financial Risks Ahead
3.2 Insurance products — what kinds you might need
3.3 Write your Wealth Protection Plan

STICK TO COMMON SENSE INVESTING

4.1 Start Saving Now, Not Later (Rules 1-2)
4.2 Diversify your investments (Rules 3-5)
4.3 Minimize costs (Rules 6-8)
4.4 Stick to your plan (Rules 9-10)

Make a ONE-PAGE summary.

5.1 Make your one-page summary – so you can remember it!

 

What's included?

                • High quality video lessons to build your knowledge and skills.
                • Guided walk-throughs with techniques and tips.
                • Practical exercises to apply your skills.
                • Templates for goals and your One-Page Summary
                • Quizzes to reinforce learning and test your knowledge.
                • Full access lets you review lessons whenever you need.
                • Updates when lessons in the course are refreshed.

Your Instructor


Rick Van Ness
Rick Van Ness

Rick Van Ness is a successful private investor and retired executive who provides investor education through online videos, short books, and workshops. Rick has an engineering degree from Cornell University and an MBA in Finance from New York University. His background in engineering and business provides him with an excellent basis for understanding and teaching investments and financial planning.

Rick provides unbiased education. He helps students understand the teachings of the most widely respected economists and financial planners. Students learn that smart investing is simple (not easy) and to take charge of their finances on their paths to achieving rich and fulfilling lives.


Hear What Other Students Say!


Let me be your guide! Your teacher.

Don't let your dreams slip away because you failed to make a simple plan.

You can do this! You can take control of your finances!

It's Decision Time.

You have a choice to make: do what you've been doing (or worse, do nothing at all). You know where that will lead. Is that really where you want to go? Take a new action and get a new result. Reclaim control of your finances. Become financially competent and a lifelong learner. Make your dreams come true. Check out this step-by-step course I offer!

Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!