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The Map Your Path to Financial Independence Course
Worksheets & Resources
Download Your Worksheets & Resources (PDF)
Submit Your Group Coaching Questions Via This Doc
Step 1: Defining Financial Independence & Financial Freedom
Define What Financial Independence & Financial Freedom Mean To You (12:25)
Defining Financial Independence & Financial Freedom Worksheet (1:33)
Quiz
Step 2: Identify Your Current Money Mindset & Begin Instilling a Positive Mindset & Better Habits
Identify Your Current Money Mindset & Begin Instilling a Positive Mindset & Better Habits (18:31)
Positive Money Mindset & Better Habits Worksheet (3:23)
Quiz
Step 3: Define & Map Out Your Goals
Define & Map Out Your Goals (9:30)
Define & Map Out Your Goals Worksheets (7:19)
Quiz
Step 4: Complete a Money Assessment
Complete a Money Assessment (8:51)
Money Assessment Workbook (8:43)
Quiz
Step 5: Do an Expense Review
Do an Expense Review (6:35)
Complete Assessment Review & Expenses Mandatory vs Discretionary Worksheet (5:56)
Quiz
Step 6: Identify Your Budgeting Tools
Identify Your Budget Tools (14:50)
Budgeting Tools & Consideration Worksheet & Other Resources
Quiz
Step 7: Understand & Calculate Your Financial Independence Number
Understand & Calculate Your Financial Independence Number (14:30)
Quick FI Number & Potential Income Sources Worksheet
Quiz
Step 8: Determine Your Flexible FI Scenarios & Targets
Determine Your Flexible FI Scenarios & Targets (3:20)
FIRE CALC Workbook (29:40)
Lean , Mid/Normal, & Fat FIRE numbers
Quiz
Step 9: Map Out An Income Growth Plan
Map Out An Income Growth Plan (10:33)
Income Growth Plan Worksheet (4:08)
Quiz
Step 10: Identify Tools & Ongoing Practice
Identify Tools & Ongoing Practice (6:58)
Ongoing Money Practice Tools & Resources
Quiz
*Bonus Interview Lessons
KerryAnn Created a Million Dollar Business & Retired Early (67:32)
How Takiia Went From 6 Figures in Debt to a 6 Figure Net Worth (60:54)
Damien Peters Walked Away From his Lucrative Tech Career to Live a Life of Freedom & Flexibility with his Family Abroad in Spain (52:34)
Shang, of Save My Cents, Shares How An Abundance Mindset Helped Her Achieve Financial Independence by Age 31. (60:53)
Single Mom & Certified Educator in Personal Finance (CEPF®) & Health Saving Account (HSA) expert, Jackie Cummings Koski, Discusses How She Built a 6-figure HSA Portfolio. (78:07)
Bonus: Links for Debt Payment Planning and Retirement Accounts
Links for Debt Payment Planning Tools & Resources
Group Coaching Calls Replays
Group Coaching November 25 2024 7:30pm EST (96:41)
Group Coaching November 18 2024 7:30pm EST (92:07)
Group Coaching November 11 2024 7:30pm EST (126:51)
Group Coaching November 4 2024 7:30pm EST (86:50)
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Lean , Mid/Normal, & Fat FIRE numbers
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