Course curriculum

    1. Print your course workbook!

    2. Intro to Banking

    3. Banking Tools

    4. Banking & Bill Pay Checklist!

    5. Banking Homework Explanation

    6. Homework: Know where your money is living

    7. Homework: Gather your banking apps

    8. Homework: Identify Each Account's Purpose

    1. Keep Business and Personal Separate

    1. Decide What You Really Need

    2. Stuff to consider when choosing the best bank(s) for your needs

    3. Banking Relationships

    4. Homework: Decide what kind(s) and how many

    5. Homework: Get your money to its rightful home

    6. Homework: Toss Out the Old Stuff

    1. Fixed vs Flexed Expenses

    2. Do You Pay These Monthly Expenses?

    3. Homework: Make a list of your Fixed Expenses

    4. Automatizing

    5. Homework: Enroll in utility level pay (or local version)

    6. Homework: Automate your payments

    7. Quiz: Banking and Bill Pay

About this course

  • $200.00
  • 22 lessons
  • 0.5 hours of video content

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A streamlined, customized banking system can make all the difference.