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 course for? What will you accomplish? ***
#1 DISCOVER THE LIFE YOU WANT
Lesson 1.1 Start with what energizes you
Lesson 1.2 Imagineering
Lesson 1.3 Assume the identity you want and the required habits
Lesson 1.4 Create a debt elimination plan
Lesson 1.5 Maintain an emergency fund
Lesson 1.6 Begin your retirement plan (3 videos)
Lesson 1.7 What financing would enable you to achieve each goal?
Module #1 Review and assessment
#2 ASSESS YOUR FINANCIAL SITUATION
Lesson 2.1 Take control with information
Lesson 2.2 Monthly tracking and budgeting (the easy way)
Lesson 2.3 Celebrate halfway by starting your one-page summary
Lesson 2.4 Pay yourself first (automate your investing)
Module #2 Review and assessment
#3 PROTECT YOUR WEALTH
Lesson 3.1 The Big Financial Risks Ahead
Lesson 3.2 Insurance products — what kinds you might need
#4 STICK TO COMMON SENSE INVESTING
Lesson 4.1 Start Saving Now, Not Later (Rules 1-2)
Lesson 4.2 Diversify your investments (Rules 3-5)
Lesson 4.3 Minimize costs (Rules 6-8)
Lesson 4.4 Stick to your plan (Rules 9-10)
Module #4 Review and assessment
*** Make your one-page summary – so you can remember it! ***
*** Optional quiz to get a Course Completion Certificate ***
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!