Unlock Financial Empowerment with the Financial Foundations Toolkit

Are you ready to take charge of your financial future? Welcome to the Financial Foundations Toolkit, an interactive educational resource designed to demystify personal finance and empower you to make confident, informed decisions about your money.

What is the Financial Foundations Toolkit?

Your pathway to financial stability

The Financial Foundations Toolkit is a comprehensive online course crafted to empower individuals with practical and fundamental insights into managing personal finances. Through four modules, participants build a foundation of financial literacy, beginning with mindset and values, moving through organizing personal finances, planning for the future, and cultivating healthy financial habits. This course offers a holistic approach, guiding learners to align their spending with personal values, increase and manage income, navigate investing, strategize retirement savings, and develop consistent financial practices. With expert insights, engaging content, and actionable steps, the Financial Foundations Toolkit nurtures confidence in financial decision-making, aids in conquering debt, builds a secure future, and ultimately fosters financial independence.

What You'll Gain

  • Discover the Power of Mindset: Uncover your beliefs about money and align them with your values, setting the stage for financial freedom.

  • Learn Financial Organization: Learn to manage your income effectively, budget strategically, build emergency funds, tackle debt, and confidently step into the world of investing.

  • Plan for Your Future: From estate planning to retirement saving, this toolkit equips you with resources to craft a secure work-optional future.

  • Cultivate Healthy Financial Habits: Develop repeatable systems, stay consistent in your approach, and conquer life's financial challenges with resilience.

Why Choose Financial Foundations?

  • Tailored Guidance

    Expert-led modules designed for anyone seeking financial education and empowerment.

  • Practical Insights

    Actionable strategies and real-world examples for immediate implementation.

  • Downloadable Resources

    Lifetime access to the entire Fully Funded resource library including downloadable PDFs and interactive templates.

The Financial Foundations Toolkit includes:

  • 17+ educational videos (closed captions included)

  • Visual learning aids

  • Downloadable journal prompts and worksheets

  • Google sheets + excel templates

  • Lifetime access to the entire Fully Funded resource library

Course curriculum

  • 1

    Intro Module

    • Welcome to Financial Foundations!

  • 2

    Module 1: Mindset + Values

    • Part 1: Money Mindset

    • Part 2: Values-Based Spending

    • Part 3: The Roadmap to Financial Freedom + What's Enough

    • Part 4: Finding Your Why

  • 3

    Module 2: Organizing Your Personal Finances

    • Part 1: Income

    • Part 2: Budgeting

    • Part 3: Opportunity Funds

    • Part 4: Paying Down Debt

    • Part 5: Investing

  • 4

    Module 3: Planning for the Future

    • Part 1: Estate Planning

    • Part 2: Building a Work-Optional Future

    • Part 3: Opening and Contributing to Retirement Accounts

    • Part 4: Strategizing Your Retirement Savings

  • 5

    Module 4: Healthy Financial Habits

    • Part 1: Repeatable Systems

    • Part 2: Consistency & Accountability

    • Part 3: When Life Gets Lifey

    • Part 4: Your Next Steps

Who Is Financial Foundations For?

This toolkit is ideal for individuals eager to gain control of their finances, regardless of their prior experience level. Whether you're new to managing money or seeking to refine your financial skills, the Financial Foundations Toolkit provides the roadmap to financial confidence and independence.