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:
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.
*** Who is this for? What will you accomplish? ***
START WITH YOUR GOALS AND DREAMS
1.1 Start with what energizes you
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!
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.
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!