Personal Money Coach

 

Our Financial Education Modules

They are oldies yet goodies! We dusted these off from our old financial advisory days.  The presentations are a bit archaic (hilarious actually!) but the content is still valid for any time in history.  Based in part on the book “The Richest Man In Babylon” by George Clason.  Free for your personal use, but not for duplication, distribution or sale. (Copyrights on all posted materials are reserved by its respective authors.)

The information and spreadsheets provided here are for educational purposes.  Please consult with your investment adviser, attorney, insurance agent, tax adviser and other personal financial professionals before implementing any strategies discussed.

 

14 Timeless Principles for Financial Health

Review what history has proven to be true!  Here are fourteen timeless financial principles, that when followed, result in good financial health, satisfying employment and successful family relationships.

“14 Timeless Principles” ©1992-2016 Charles E. Stratton, MBA, CFP© – All rights reserved.

 

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DOWNLOAD Presentation (.zip file – includes Excel and OpenOffice spreadsheets)

 

Invest With Confidence

Investments 101 with advanced topics too!  Learn the basic investment types (stocks, bonds, mutual funds, bank accounts, annuities, etc.) then come to understand there risks, returns, time and tax relationships.  Discover strategies for minimizing risks while maximizing returns with lower taxes.  Learn how to match investment types with your personal goals.  Includes audio and video explanations, charts and graphs.  Also includes spreadsheets for implementing these proven strategies.

“Investments” ©1992-2016 Charles E. Stratton, MBA, CFP© – All rights reserved.

 

DOWNLOAD Presentation (.zip file – includes Excel and OpenOffice spreadsheets)

 

Personal Debt Freedom Coach

Have your own Debt Freedom Coach!  Motivational, inspirational, educational!  Includes instruction on debt elimination, techniques for dealing with creditors and lowering monthly payments, and loan consolidation pitfalls.  Also includes spreadsheets for organizing your creditors, calculating negotiated payments, projecting your Debt Freedom Day!  Great for do-it-yourselfers or for organizing your information for that first appointment with a credit counselor.

SIDE 1 – ©1992-2016 Mark LoDuca, Senior Credit Counselor – All rights reserved.

 

SIDE 2 – ©1992-2016 Mark LoDuca, Senior Credit Counselor – All rights reserved.

 

DOWNLOAD ( .zip files – audio, workbook, Excel and OpenOffice spreadsheets)

 

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