Part A:  Background Information

o       What Is MoneyMinding?

o       MoneyMinding Implementation Strategies

o       What Are Your Expectations?

o       What Are You Committed To?

o       Having The Right Attitude

o       Financial Planning Overview

Part B:  Initial Reactions

o       Financial And Money Words, Terminology And Questions

o       Your Daily Review

Part C:  Summary

o       Step One – Principle One – Strategy One

STEP 2: 

Part A:  Where Do You Start?

o       What Needs To Change, If Anything?

o       Being Accountable

o       What Does Financial Success Look Like For You? 

o       Your Initial Financial Assessment  

o       Retirement Or Financial Independence

Part B:  Initial Reactions

o       Your Blessings

o       Your Personal, Non-Financial Assets And Resources

o       Quick Reference To Your Financial Information

o       Words Of Wisdom, Affirmations And Abundance Proclamations

Part C:  Summary

o       Step Two – Principle Two – Strategy Two

STEP 3: 

Part A:  Where Are You Today?

o       Your Financial Personality

o       How Are Your Spending Habits? 

o       Income Tracking

o       Where Does All That Money Go?

o       What Are Your Assets?

Part B:  Initial Reactions

o       Resources

Part C:  Summary

o       Step Three – Principle Three – Strategy Three

STEP 4:

Part A:  Where Are You Today? The Numbers

o       Understanding Credit Use

o       Managing Debt 

o       What Are Your Liabilities And Repayable Financial   
     Obligations?

o       Creating And Using Your Income Statement

o       Understanding And Monitoring Your Balance Sheet

o       Monitoring Net Worth

Part B:  Initial Reactions

o       The Connection Between Income And Net Worth

Part C:  Summary

o       Step Four – Principle Four – Strategy Four

STEP 5: 

Part A:  Where Would You Like To Be Financially?

o       Why Do You Want Financial Independence?  A Review

o       What Are Your Lifeâs Desires?

o       Designing Your Ideal Budget

o       Your Shopping List

o       What Are Your Goals And Ongoing Desires? 

Part B:  Initial Reactions

o       Exercises To Help You Create The Crystal Clear Vision

Part C:  Summary

o       Step Five – Principle Five – Strategy Five 

STEP 6: 

Part A:  Having A Plan and Working The Plan

o       Successful Money Management Strategies 

o       Determining And Creating Monthly Purchasing Commitments

o       Budget/Spending Notes

o       Potential Money Making Ideas

o       Business And Career Building Activities

o       The Secret Is In The Daily Habits

o       The Spirit Of Giving

o       Earnings Allocation Strategy And Tracking

Part B:  Initial Reactions

o       Putting Some Of These Concepts Together

Part C:  Summary

o       Step Six – Principle Six – Strategy Six

STEP 7: 

Part A:  Getting Organized

o       Account Requisition

o       Working With Professional Advisors

o       Income Tax Guide 

o       Business And Tax Expenses By Category

o       Special Strategies For The Younger Generation

Part B:  Initial Reactions

o       File Labelling

Part C:  Summary

o       Step Seven – Principle Seven – Strategy Seven

STEP 8: 

Part A:  Leaving A Legacy / Managing Risks

o       Your Legacy and Managing Risks

o       Insurance Coverage Summary

o       Insurance Needs Analysis

o       Preparing Your Will

o       Identifying Causes

o       Estate Information: A Record Of Your Affairs

Part B:  Initial Reactions

o       Writing What You Understand

Part C:  Summary

o       Step Eight – Principle Eight – Strategy Eight

STEP 9: 

Part A:  Overcoming Obstacles

o       What Possible Obstacles Could Get In My Way?

o       Where Will I Find The Time?

o       Where Do I Find The Energy?

o       Clearing Clutter

o       Developing Supportive Relationships

Part B:  Initial Reactions

o       Good Credit And Bad Debt

Part C:  Summary

o       Step Nine – Principle Nine – Strategy Nine

STEP 10: 

Part A:  Building Wealth – The Foundation

o       Your Investment Personality Preferences

o       Understanding The Language Of Investing

o       Evaluating Investment Risks

o       Minimizing Your Losses Before You Invest

o       Building an Investment Portfolio: Asset Allocation

o       Building an Investment Portfolio: Diversification

o       Building an Investment Portfolio: Returns Expectations

Part B:  Initial Reactions

o       Investment Concepts Help With Your Lending Decisions

Part C:  Summary

o       Step Ten – Principle Ten – Strategy Ten

STEP 11:   

Part A:  Building Wealth – The Strategies

o       Investment Strategies and Selection

o       Successful Investing

o       My Rules For Successful Investing – Long-term, Short-term  
      and Options

o       Real Estate Investing

o       My Rules For Successful Investing ö Real Estate

o       Investment Monitoring

o       Investment Transactions

o       Investment Portfolio Value Monitoring and Balancing

Part B:  Initial Reactions

o       Where To Start

Part C:  Summary

o       Step Eleven – Principle Eleven – Strategy Eleven

STEP 12: 

Part A:  Ongoing Wealth

o       Ongoing Reading Reference Material

o       Your New Financial Assessment 

o       Your MoneyMinding Review

o       Sharing

o       What's Next?

Part B:  Initial Reactions

o       The Top 10 Reasons Why Financial Planning Is Really 
     Just Like Shopping

Part C:  Summary

o       Step Twelve – Principle Twelve – Strategy Twelve