Stop stressing about money!
Are you ready to take control of your financial future, instead of letting it control you? The Organize Your Money course will help relieve your financial anxiety and get you back on track.
Whether your goals are big or small, there are a few things that you need to do to set up a solid foundation and get your money in order.
In this community powered course, Alex Chalekian with over 25 years of experience, shares how he’s helped people just like you figure out how to make their finances work in real life.
The best way to relieve the stress caused by money, is to take action! This course will help you do just that, while building your financial confidence along the way.
As part of the course, you’ll get
36 lessons, including intro and wrap up
Templates and tools baked into each lesson for you to use along the way
Bite-sized action steps each that are totally doable
Tips from our experts who’ve done this in real life with real people
Here are the 6 sections in this course
Intro: How to prepare for this course
Step 1: Take a financial account inventory
Step 2: Organize your income and expenses
Step 3: Move financial goals from dreams to reality
Step 4: Gather and arrange your financial documents
Conclusion: Your next steps
Along with the online course, you’ll also receive our
Inventory Spreadsheet
Cash Flow Spreadsheet
Cash Flow Calculator
Financial Goals Spreadsheet
Goals Calculator
Vault Checklist
Once you enroll, you’ll get access to 6 sections which contain an agenda for what you’ll learn, why it’s important, a breakdown of the steps to take and probably some memes just for fun.
We’ll provide free templates and tools for you to use throughout the course, and along the way our expert will throw in his best tips that he learned from a lifetime of experience doing this in real life with real people.
You’ll have access to this course forever, so you can go back through the lessons as many times as you want. Futurvest’s goal is to make our expert knowledge as accessible as possible.
So, we have one final question… Are you ready to do this?
Here's the full curriculum
Section 1: Introduction
Welcome to Organize Your Money
Section 2: Take Inventory
Key Learnings
Why Should I Take Inventory
How To Find All Your Accounts
Step 1 - Pick The Best Way To Keep Track Of It All
Step 2 - Create A List Of Your Financial Accounts
Action Item
Quiz
Section 3: Review Income & Expenses
Key Learnings
Why Should I Organize My Income & Expenses
How To Categorize And Summarize Your Money Transactions
Step 1 - Pick The Best Way To Organize It All
Step 2 - Categorize Your Financial Transactions
Step 3 - Summarize Your Trends
Step 4 - Calculate Your Results
Action Item
Quiz
Section 4: Set Financial Goals
Key Learnings
Why Should I Set Financial Goals
How To Prioritize Your Money Goals
Step 1 - Pick The Best Way To Bring Your Goals To Life
Step 2: Set Basic Financial Security Goals
Step 3: Set Other Financial Goals
Step 4: Make Plans To Reach Your Goals
Action Item
Quiz
Section 5: Gather Documents
Key Learnings
Why Your Documents Need To Be Organized
How To Gather All Your Documents
Step 1 - Finding Everything
Step 2 - Deciding Where to Store Them
Step 3 - Let a Few Loved Ones Know
Action Item
Quiz
Section 6: Conclusion
Closing Comments
Course Wrap Up
Meet the Expert
At Futurvest, our coaches have years of experience in the financial industry. Meet the expert who created this course.
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Founder & Futurvest Coach
Alex has been dedicated to assisting his clients in working towards their financial goals for over 25 years. He works diligently to help his clients crystallize their financial goals, and then develops a comprehensive plan to build and manage financial assets toward these goals.
Alex was acknowledged as one of the top 100 financial advisors in the United States by Investopedia in 2019, 2020, 2021 and 2022. The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management.