Coach: Basic Bookkeeping HOW IT WORKS Owning a business means staying on top of financial reports and bookkeeping. Easier said than done. Well, it used to be. This Coach session will guide you through basic bookkeeping principles and provide a spreadsheet for you to create both a Profit & Loss Sheet and a Balance Sheet for your
Coach: Create A Budget HOW IT WORKS You need a budget to tell your money where to go, but making one can seem daunting. This Coach walks you step-by-step through the process of creating a budget that fits your lifestyle. Using the 50/30/20 rule, every dollar is assigned to needs, wants, or savings. You’ll also receive
Coach: Get Out of Debt HOW IT WORKS Managing debt is the best way to find financial freedom. This Coach session will provide useful strategies to manage your personal debt situation and create a plan to payoff your debts using the debt snowball or avalanche methods. To begin the Coach session, select Get Started. Next, follow along,
Coach: Retirement Funds HOW IT WORKS When you invest in a retirement account, your money will grow until you're ready to retire. But how do you know whether to use a Traditional or Roth retirement account? The Coach session will walk you through both types of accounts and show how your personal retirement savings will be affected
