Want to connect with others who are motivated to be the boss of their finances?  Find us HERE

If you’ve found yourself settling into unwanted money habits like not saving enough or eating out too much, it’s time for a cleanse.  Start your Financial Detox today.  CLICK HERE

 

Courses

Probably the most important course you will ever take is Money Management, yet when have you?

One thing I can attest to is how much money you make isn’t as important as how you manage it. I am an advocate of financial literacy and believe it can significantly increase a person’s quality of life. I offer a hands-on, real-life, upbeat approach to a subject that has so many paralyzed. 

I offer online courses for those who are more comfortable doing it themselves or are not quite ready for coaching. My courses are offered in two formats: TOPIC and SERIES. 

TOPIC is designed to give you a lift in one specific area.  Topics include credit cards, budgeting, savings, investing, etc.  SERIES can range between 4-6 weeks and are designed to be interactive. They cover a number of topics and have a classroom style setting.  Here, we may have guest speakers and yes, there’s homework.  Make sure you have your bills and statements handy!

TOPIC

Investing for Beginners – NEW COURSE ALERT!!

I don’t talk over your head!

For those who want to understand the foundational basics of investing in the stock market, this course is for you. We start at the beginning and move you through how to start investing.

This is for those who say to themselves, It’s over my head, or It’s all Greek to me. I break it all down, including strategies on how to think like an investor.

Time is your greatest asset when investing in the market. If you have been putting off getting started, this course is a fast way to get you on your way. You will get:

– Definitions, explanations, and perspectives

– How to think like an investor

– How to decide what to invest in

– Tools to get you started

Don’t waste any more time. In this case, it really is costing you. 

TOPIC

Understanding Credit

This isn’t the information you find in pamphlets.

Knowing about credit scoring is one thing, but understanding how to move through the credit process to meet your financial goals is another. 

  • Videos 1 and 2 looks at how your score is calculated with tips on how to manage it.
  • Videos 3 and 4 are full of valuable tips and advice including types of financing that actually benefit your score, that very few people take advantage of, and ideas on how to manage credit and loans that positively impact you and your family. 

This is a SPECIALLY PRICED course.

TOPIC

How to payoff your Credit Cards

Credit cards are a source of endless debt for so many. They are so convenient, aren’t they? Over the years, I have found that few people pay attention to just how much money they are paying in interest. Also, with all of the fine print, you practically need a law degree to understand how to avoid costly fees. 

In this course:

We look at 

1. some payment scenarios to help you determine your best plan of action, 

2. we then look at what in the fine print you want to pay attention to,

3. after that, we look at a number of payoff options so you can choose what works best for you, and lastly, 

4. I give you some helpful pointers.

 

Topic

Savings Tips

Having trouble keeping a savings account? Want to know your options? Life is short; do you even need to save? This session looks at the ricochet effect of what, not having funds put aside, can have on your life. It is hard to live for the moment if you are not prepared for life’s ups and downs.

Here, we look at:

  • Why do I need to save?
  • How do I save?
  • How much should I save?
  • What are my savings options?
TOPIC

Create a Budget that Lasts

Without a doubt, budgeting puts you in control of your money yet it is often thought of as the gateway to a restrictive, deprived way of living. In reality, it is the exact opposite. It frees you. It is the best tool to have if you want to be financially secure. 

This course teaches you how to create a budget. We go a little deeper than the numbers to help increase your awareness around some sabotaging habits. This will make your budget less tedious and more reflective of your style and flow. 

When you complete the course, you will have a fully functioning budget that will have you well on your way to meeting your financial goals.  This is the step you want to take before you engage a budgeting app or software.   Let’s do it! Are you ready?

 

 

 

Topic

The Loan Application

Here, you are the lender. Would you give yourself a loan? Let’s find out.

Have you ever completed a loan application with your fingers crossed; not knowing if it will be approved? Are you a little perplexed about whether you are on track with how you manage your finances and want some direction? Then this course is for you.

In this session, we will walk through a loan application and discuss what lenders are really looking for. Most of us will be borrowing money many times and for many different reasons throughout our lives.    Understanding the process now affords you positive outcomes for years to come.

As a benefit and what most don’t realize is the loan application is a fantastic blueprint for a rock-solid financial plan.  It offers very specific financial parameters that can be used as your lifelong guide. We dive into those specifics and more. 

This is an ADVANCED course. 

Series – UPCOMING

The Money Management Master Course, Vol. I – The Game Plan

“People are more likely to plan their vacation than their financial future.”

5 topics in 5 weeks 

Do you want to get on track with your finances but aren’t sure how or where to start?  Have you had the same New Year’s resolution year after year?  Do you have goals and say to yourself, if my finances were in order, I could?  Do you feel like you’re in a rut with your money?  If any of these sound familiar, this course is for you! 

This 5-week series focuses on building a solid financial foundation. 

This course is flexible.  You may follow the designed schedule or work at your own pace.  

There are assignments so be ready to dig in.

Building a solid financial foundation is an investment that pays off well into your lifetime.

Start now. 

 

Tell me more…

Courses are ideal for those who want flexibility or are not ready for One-on-One Financial Coaching.  The format will vary from work at your own pace; to live webinars; to a weekly Master Course.  Complete the Contact page to be notified about future courses. 

lana@lwilliamfinance.com
404.490.1872

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