INTRODUCTION - THEORY
CHAPTER 1: WHO ARE YOU?
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What Does Financial Well-Being Mean For You?
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Assignment: Defining Financial Well-Being
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The "Financial Well-Being Score" Test
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Your Vision Board and Bucket List
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Assignment: Creating Your Own Dream Board and Bucket List - PDF templates
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Your Personal Mission
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Assignment: Creating Your Personal and Professional Mission Statements
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Your Wealth Rose or Wheel of Life
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Assignment: Assessing Your Happiness in Various Life Areas
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Your Personal Values
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Assignment: Determining Your Five Most Important Values
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Your Talents & Competence
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Assignment: Identifying Your Top Five Competencies
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Your Lifepath
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Assignment: Financial Lifestyle Planning for Life's Milestones
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Your Stressors
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Assignment: Identifying and Managing Your Stressors
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Do You Experience Financial Stress?
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Assignment: Understanding and Addressing Your Financial Stressors
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Your Dreams Become Smart Goals
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Assignment: Transforming Dreams into SMART Financial Goals
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Your Energy
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Assignment: Boosting Your Energy - Identifying Energy Givers and Takers
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Your Habits
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Assignment: Improving Your Financial Habits
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Your Financial Needs
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Assignment: Assess Your Financial Needs
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Your Financial Wishes
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Assignment: Mapping Out Financial Wishes and Goals
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Are You a Saver or a Consumer?
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Your Investor Profile
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Assignment: Investor Profile
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Conclusion & Working Points
CHAPTER 2: YOUR WORK SITUATION AND INCOME
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Your Work Situation & Purchasing Power
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Assignment: Understanding Your Purchasing Power
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Is Your Salary Or Income Sufficient to Meet Your Needs?
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Assignment: Assessing Your Earned Income
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Determining The Expiration Date of Your Job
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Assignment: Assessing the Expiration Date of Your Job
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Which Job Suits You?
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Assignment: Assessing Your Career Needs
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Additional Sources of Income
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Assignment: Exploring Supplemental Income Sources
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Conclusion & Working Points
CHAPTER 3: YOUR FAMILY SITUATION AND HOUSEHOLD BUDGET
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Financial Well-Being Is Family Related
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Assignment: Exploring Personal and Family Financial Management
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Life Moments & The Impact on Your Well-Being and Prosperity
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Assignment: Anticipating Life's Changes
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Your Household Budget
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Assignment: Money Management Made Easy
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Engage in Conversation with Your Partner & Family
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Assignment: Improving Your Financial Health
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Conclusion & Working Points
CHAPTER 4: MY FINANCIAL KNOWLEDGE OR THE LACK THEREOF
CHAPTER 5: YOUR ORGANIZATION AND ADMINISTRATION
CHAPTER 6: YOUR ADVISERS AND SUPPLIERS
CHAPTER 7: TAKING A SELFIE OF YOUR SITUATION AND CAPITAL
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To Measure Is to Know, But To Not Apply is Still to Know Not
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Your Well-Being Rose: Evaluation & Deepening
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Assignment: Creating Your Well-Being Rose & Reflecting on Your Life and Goals
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Your Household Budget: A Closer Look at Income & Expenditure
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Assignment: Improving Your Household Budget
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Saving Behaviour: A Closer Look at Your Savings Reserve & Saving Products
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Assignment: Assessing Your Reserves and Spending Habits
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Protective Behaviour: Scams, Fraud, and Insurances
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Assignment: Protecting Your Wealth
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Financing Behavior: A Closer Look at Your Loans & Commitments
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Assignment: Charting Your Finances and Exploring Loans
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Investing: List your Products in Detail
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Assignment: Examining Your Investment Portfolio
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Your Real Estate: Inventory & Evaluate
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Assignment: Mapping Out Your Properties
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Wealth Balance: How Much Are You Worth?
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Assignment: Creating and Updating Your Asset Balance Sheet
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Pension: Eliminate Your Pension Deficit or Quit Working Earlier
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Assignment: Your Retirement Planning
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Conclusion & Working Points
CHAPTER 8: WHAT IF?
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What If You Paid Yourself First?
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What If You Turned a Bad Habit Into a Financial Habit?
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Assignment: Transforming Bad Habits into Financial Benefits
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What If You Saved $ 2 Every Day & Invested Monthly?
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Assignment: Cut Expenses and Invest in Your Future
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What If You Were To Pay Back Your Debts Faster?
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Assignment: Prioritizing Debt Reduction for Financial Freedom
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What If You Considered a Personal Loan for Your Financial Needs?
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Assignment: Navigating Debt for Financial Empowerment
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What If You Were to Purchase a Property?
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Assignment: Key Considerations Before Buying Real Estate
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What If You Would Save $ 100 Every Month?
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Assignment: Invest a Small Amount of Money for Long-Term Growth
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What If You Were Already Saving For Your Children's Education?
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Assignment: Planning for Your Children's Education
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What If You Could Invest $ 10,000?
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Assignment: Building Your Investments and Protecting Your Purchasing Power
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What If The Returns On Your Real Estate Investments Are Not That Good?
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Assignment: Evaluating Your Real Estate Investments
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What If You Made Your Money Work For You?
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Assignment: Activate Your Assets to Build Your Wealth
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What If You Only Receive 60% Of Your Last Salary?
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Assignment: Preparing for Partial Income
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What If You Could Stop Working?
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Assignment: Essential Questions to Expect
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What If You Bought a Wrong Financial Product?
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Conclusion & Working Points
CHAPTER 9: THE CHANGE
