| Welcome to program 2 |
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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. |
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| BEGIN PROGRAM 2 | ACHIEVEMENT TIME | |||
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Welcome letter | N/A | ||
| ADVANCE TO LEVEL 5 - ESTATE PLAN | ACHIEVEMENT TIME | |||
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What is estate planning? | 5 Min | ||
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Complete your guardian information | 10 Min | ||
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Record your funeral arrangements and information | 10 Min | ||
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Record your executors information | 10 Min | ||
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Capture some of your auxiliary information | 20 Min | ||
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Re-test your legal will knowledge! | 15 - 25 Min | ||
| ADVANCE TO LEVEL 6 - FINANCIAL PLAN | ACHIEVEMENT TIME | |||
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Get a feel for financial planning issues | 5 Min | ||
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Save your existing financial, estate and heritage quotes and letters | 20 Min | ||
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Record your existing information | 10 - 30 Min | ||
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Capture all your records | 10 - 45 Min | ||
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The basic problems you face | 15 Min | ||
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Submit your existing financial data to your action plan | 15 - 60 Min | ||
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Register for your business agency | 20 Min | ||
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Get a stealth wealth bank account | 20 Min | ||
| ADVANCE TO LEVEL 7 - DEBT PLAN | ACHIEVEMENT TIME | |||
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A bad debt strategy | 10 Min | ||
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Understand the bad debt trap | 15 Min | ||
| ADVANCE TO LEVEL 8 - SAVINGS PLAN | ACHIEVEMENT TIME | |||
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Adopt a savings mentality | 15 Min | ||
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Tackle an annual goal | 15 Min | ||
| END OF PROGRAM 2 | ACHIEVEMENT TIME | |||
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A gift for your family | 25 Min | ||
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Completion congratulations! | No timeline | ||
| END OF PROGRAM 2 | ||||
We hope you enjoy the process going forward.
