The Managing My Money Project
The Managing My Money Project provides all foundational knowledge that you will need to understand personal finance and start managing your money
Inside this course, you will learn everything that you did not learn in school about personal finance, covering budget, debt, credit and different types of investment and retirement accounts. By the end of the course you will have a very good working knowledge of personal finance concepts and actions that you can begin to take to fix your finances.
Here is a synopsis of what you can expect
Why it is critical that you align your budget, credit and debt (The Wealth Trifecta)
How to calculate your net worth
How to prioritize your spending and master your money
The key documents that you need to include in your estate plan
The basics of investing in stocks, bonds and other investment vehicles
The difference between mutual fund, index fund, and exchange traded fund and which one is right for you
Five tips that will help you to start managing credit today
The difference between a Roth IRA and a Traditional IRA and how to choose the right one
How to navigate investment uncertainty and portfolio rebalancing
Key tax considerations you can start using right now
How to join the ranks of a millionaire (it is not as difficult as you think)
Bonuses
01
The Family Records Register, which allows you to inventory and categorize all important records. It provides a detailed list of important documents, how and where they should be stored, and who should have copies of what documents
02
Resources for understanding your student loans to aid in having more meaningful conversations
03
You will be able to calculate your net worth, so that you know exactly where you are as you map out your financial path forward
Facebook Community
Achieving your goal is our #1 priority, therefore having a 24/7 community with like minded individuals to strategize and support each other will help stay motivated and get to your goals quicker.​
Bi-weekly Live Q&A
Every two weeks, we hold a live Q&A session to answer all your questions. You will always have access to a recording of each session.
Hi, I' m Tanya Taylor
CPA, MBA
My Mission is to equip women and families in marginalized communities with the tools to manage bad debt, create wealth, enjoy life and leave a legacy for generations.
There is no straight path to wealth. Everyone's journey is individualized and so is everyone's wealth roadmap!
The Managing My Money Project
USD $497
Actual Price - USD $997
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