Welcome to program 2


Building your lifestyle action plan
PROGRAM 2 - ENHANCE YOUR PLANS

INTRODUCTION   ACHIEVEMENT TIME
 
By completing this programme, you would have achieved the following:
1 - Started managing your money flow.
2 - Started understanding your debt situation.
3 - Started focusing your mind on planning your finances.
       
BEGIN PROGRAM 2   ACHIEVEMENT TIME
       
Welcome letter   N/A
       
ADVANCE TO LEVEL 5 - ESTATE PLAN   ACHIEVEMENT TIME
       
What is estate planning?   5 Min
Complete your guardian information   10 Min
Record your funeral arrangements and information   10 Min
Record your executors information   10 Min
Capture some of your auxiliary information   20 Min
Re-test your legal will knowledge!   15 - 25 Min
       
ADVANCE TO LEVEL 6 - FINANCIAL PLAN   ACHIEVEMENT TIME
       
Get a feel for financial planning issues 5 Min
Save your existing financial, estate and heritage quotes and letters   20 Min
Record your existing information   10 - 30 Min
Capture all your records   10 - 45 Min
The basic problems you face 15 Min
Submit your existing financial data to your action plan 15 - 60 Min
Register for your business agency   20 Min
Get a stealth wealth bank account   20 Min
       
ADVANCE TO LEVEL 7 - DEBT PLAN   ACHIEVEMENT TIME
       
A bad debt strategy 10 Min
Understand the bad debt trap 15 Min
       
ADVANCE TO LEVEL 8 - SAVINGS PLAN   ACHIEVEMENT TIME
       
Adopt a savings mentality 15 Min
Tackle an annual goal 15 Min
       
END OF PROGRAM 2   ACHIEVEMENT TIME
       
A gift for your family 25 Min
Completion congratulations!   No timeline
       
END OF PROGRAM 2





We hope you enjoy the process going forward.