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Better Money Syllabus

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The Better Money
HABITS Class/Curriculum
Living Financial Free

INTRODUCTION
Purpose
The Better Habits Money Curriculum specializes in financial education and providing solutions to meet individual needs. The approach of this curriculum is that of a facilitator and coach. I believe in empowering people to improve their economic situation. I believe the stronger and more educated we make you financially, the better you'll be able to support the ones you care about.
Mission
Personal finance is only 20% head knowledge and 80% behavior. The key to your financial future is you! I believe in the process that is offered through personal coaching sessions, webinars, seminars, and workbooks, and that it (can or will?) assist you in providing …show more content…

I am passionate about providing you with the highest quality solutions and coaching to help you reach your financial goals. My goal is to inspire you into a place that you will know beyond your situation, that financial freedom is possible.

Coaching goals *To help clients understand the relationship of financial competency and personal financial wellness to success.
*To clarify the role of the coach to walk alongside the individual as he or she identifies personal goals and develop steps to achieve those goals. The work is given to the client.
* To assist clients in establishing realistic plans in the areas of budgeting/living below your means but within your needs, positive cash flow, putting money in its place/saving, and family relations (teaching children about finances).
*To develop a relationship with the client that is built on trust, respect and confidentiality.
* Assisting clients through the process of electing to live responsibly and within a plan and understanding the importance of following through with meeting their deadlines and being …show more content…

Please answer the following questions briefly or with as much detail as you would like. This information will in your coach assignment as well as the development of your particular goals. Thank you! 1. Who has influenced your beliefs about money? What are the big “take aways”?
2. How has your understanding of stewardship been changing? 3. Briefly describe three financial experiences that have been formative for you and why? 4. What is your personal approach to debt? How has it developed?
5. Where do your practices with about finances align with your values? Where are they out of alignment?
PERSONAL FINANCIAL ASSESSMENT
This assessment is designed to gauge financial wellness and serve as a tool in the financial coaching process. Its purpose is to encourage open conversation about money and provide a framework for setting personal financial coaching goals.
THE BASICS : Basic Inventory

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