The Financial Checklist Plan
  • Home
  • Today's Average Financial Picture
  • Why Learn the Financial Checklist Plan?
  • Past, Present, Future
  • THE Financial Checklist Plan
  • 1. Personal Reserve Fund
  • 2. Eliminate Personal Debt
  • 3. Insuring We're Properly Insured
  • 4. Saving for Retirement and College
  • 5. Paying Off Cars and Homes
  • 6. Building Wealth and Giving and Living Graciously
  • Financial Checklist Blog

Rock Your Money, Your Finances and Your Life!

You've come to the right place!
Learn how to OWN your financial future. 
We teach you in simple language what you need to know...from money to insurance to investments, it's all here!

The Financial Checklist Plan

The Financial Checklist Plan

Let's face it - you weren't born knowing everything you need to know to be financially savvy.  And furthermore, most of us have had very little opportunity to learn all the angles of personal finance.  If we knew just how much we don't know, we'd realize that most of us have been financially flying blind, and we've been paying dearly for it. 

This need not be the case ANY LONGER.  We'll teach you how to rid yourself of debt, control your finance and make wise financial decisions that lead you to own the dream: Financial Empowerment and Wealth. 

See what the Financial Checklist is all about.  You can start wherever you like, but we suggest you begin with a few stats about Today's Average Financial Picture. 
(Hint: It's eye opening and a little too close to home)


A Little Background

Today's Average Financial Picture
Why Learn the Financial Checklist?
Learning from the Past
Remaking the Present
Owning the Future

The Financial Checklist

Creating a Personal Reserve Fund
Eliminating Personal Debt
Insuring We're Properly Insured
Saving for Retirement and College
Paying Off Cars and Homes
Building Wealth, Giving and Sharing

Checklist Execution

Visioning a Different Future
Committing to Change
Investing Wisely