Course curriculum

    1. Building Your Own Plan

    2. Module 9 Introduction

    3. Your Lifestyle Plan

    4. Your Financial Plan - Reviewing & Projecting Forward Your Financial Core

    5. Assignment #1

    6. Assignment #2

    7. Understanding Your Future Income

    8. Understanding Your Future Expenses

    9. Assignment #3: Can You Minimize Your Homeownership Expenses While Maximizing Your Savings

    10. Assignment #4: Allocating Your Future Expenses

    11. Real Life Scenarios

    12. Keeping Up With the Joneses

    13. Living Life in Alignment With Your Values

    14. Mod 9 Quiz

    15. Key Takeaways

    1. Allocating Your Money

    2. Assignment #1

    3. Building New Habits

    4. Making Great Decisions & The 5 Great Killers of Wealth

    5. 7 Key Questions to Ask Yourself When Making Financial Decisions

    6. Assignment #2

    7. Some Common Questions and Strategies

    8. The Road to Mastery 12-Month Process

    9. Assignment #3: 10 Strategies You Should Know To Have An Advanced Level of Financial Literacy

    10. Assignment #4: Building Your Path Forward

    11. Being the Best You Can Be

    12. Assignment #5: So what's your plan for the next 1, 3, 5, and 7 years?

    13. Quiz

    14. Key Takeaways

Course Content

  • $497.00
  • 29 lessons
  • 0.5 hours of video content

Your Instructor

Douglas V. Nelson (B.Comm.(hons.), CFP, CLU, MFA, CIM, RWM)

Douglas Nelson is a seasoned financial advisor based in Winnipeg, Canada. He is the President and Senior Financial Planner of Nelson Financial Planning Corp. Nelson Financial Planning Corp. is a member of the Nelson group of companies, otherwise known as Nelson Financial Consultants. The origins of the Nelson group date back to 1966 when Vernon, Doug’s father, began his career in the financial services industry. Doug joined the firm in 1992. Nelson Financial Consultants is a financial services boutique providing a greater depth of services for a smaller group of clients. Our typical clients include entrepreneurs, family businesses, executives, professionals and their family. In Doug’s role as the Senior Financial Planner, Doug will work with you to develop your overall financial game plan and strategy. Doug’s team will then assist you in implementing the various components of your financial plan.