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