STEP ONE: DEFINE YOUR PERSONAL ECONOMY
What is most important to you at the stage of life you are in?
- Career ?
STEP TWO: GET RID OF OLD PARADIGMS
- What has been holding you back from what you want to do?
- What old habits are you still carrying with you from when you were a child?
- What is your money story?
STEP THREE: VISUALIZE YOUR DREAM & SET YOUR GOAL ACHIEVER PLAN
- What do you really want?
- Have you visualized it?
- What do you want to achieve in the next three months? Six months? 12 Months? Long-term?
- How do you plan to get there?
STEP FOUR: LEARN YOUR FINANCIAL OPTIONS
- New Robo Advisor Funds for Women
- Low or No Cost Investment Options
- Best DIY sources for Investing
STEP FIVE : ESTABLISH A CURRENT AND LEGACY PLAN FOR THE FUTURE
- Just newly starting out? You need a budget and a will.
- Recently divorced? You need a new budget, will and a plan to protect your assets.
- Single and secure? Make sure your will, legacy plan and personal property is updated
- Single with children? Make sure your children’s needs are protected as well as your assets.
STEP SIX: ESTABLISH A WORK LIFE BALANCE PLAN
- Are you mindful of the time you need to spend on you?
- Are you balancing life as a single mother with a life for yourself?
- Are you balancing time off work with time spent at work?
SWB Academy is for anyone who wants more in depth training to enable you to live the life you want and to transform yourself at any stage or any age.