The 5 Week Personal Finance Transformation

5 years ago, I created this Finance Basics course as a form of practice for my marketing career. I never expected it to be such a success! In 2020, over 2,000 students enrolled in this course. I think what made it a success was its simplicity, so I am honoring that, but I needed to take the budget and record keeping into the 21st century and better serve the students I’d gotten to know through such a universally rocky time. I hope you enjoy the new and improved 5 Week Personal Finance Transformation!

My original worksheets will still be made available in the course, but now you can create a digital budget in a spreadsheet that grows with you! Each month, you’ll create a new tab so you can make a new ‘Financial Snapshot’ each month and track your progress! I’m also giving you an awesome solution for holding yourself accountable in your ‘Flexible Spending’ categories.

Have debt? We’re going to create a plan for that, too. After we’ve secured enough in your Emergency Fund, of course.

If you’ve ever felt un-empowered or dis-empowered financially, those days are over.

I’m going to teach you what you need to know now and plant seeds for future studying. You’ll walk away from this course in control of your finances, knowing exactly where you are between ‘Stability and Abundant Wealth’. I’ll give you tips for celebrating and tell you why milestones are important. Finally at the end, you’ll start breaking down some of the false beliefs commonly held around money and the reality that will transform your relationship with it for good.

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Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!