Session One: Your Baseline

The focus of Session One is about taking an inventory and an assessment—a brutally honest assessment—of your personal finances. You'll examine and define the true numbers that make up your financial formula: a set of factual points of reference from which you can objectively evaluate change.

Also during Session One, you'll begin assembling the documents of your comprehensive money management system.

Money is all about numbers, and those numbers need to be tangible–at hand, written down.

In class activities:

Between Sessions One & Two:

Your homework will require you to become very engaged about your spending in order to refine your monthly financial formula.