The Savvy Living Financial Wellness Program
Downloadable Content to Accompany the Videos
{Brief Program Description}
Welcome to the page where you can download the workbooks and supplemental materials to help you get the most out of the program.
These documents contain:
Summaries of the video sessions
Reminders of the key points
Form templates
Homework assignments
The program is a self-paced, on-demand video series.
Your clients will learn at their own pace, starting and stopping as they have the time.
Each course includes a downloadable pdf handout with exercises and reference points.
Lifestyle Perspective
Money affects where we live, what we eat, how we dress and what we do with our free time. It affects what we can give back to our community.
The Savvy Living Financial Wellness Program teaches personal finance from a lifestyle perspective focusing not just on day-to-day money skills, but purposeful spending around your Home, Food, Wardrobe, Travel and Entertainment.
We focus on these particular areas because in our work with clients over the last nine years we’ve found that these are the areas where clients most often overspend, but with the least amount of satisfaction.
We’re excited to present this material to your clients on-demand.
Over the last 9 years we’ve taught this information through live classes and webinars over 500 times. It’s the same information that’s helped us transform the lives of over 700 clients.
Program Syllabus
Money Habits
Track Your Spending
Learn multiple ways to easily track spending and how to make it an ongoing habit.
Savvy Holidays
How to save time, money and your sanity in those last six weeks of the year.
Create a Spending Plan
Attendees will receive a template and learn how to create their own Spending Plan.
Savvy Credit Cards
How to efficiently pay off credit cards and still use them without accruing new debt.
Savvy Shopping
This class focuses on the skills around timing purchases and being intentional while shopping.
Time & Money
Busy lives can have a negative impact on personal finances. Learn how be purposeful with your time.
Update Your Spending Plan
Spending Plans are living documents. Learn how to maintain your plan to reach your goals.
Savvy Kitchen
Spend purposefully on groceries & dining out and enjoy your food-related experiences so much more.
Savvy Travel
How to find more money for travel and make your money go further while vacationing.
Savvy Wardrobe
How to stop “buying clothes” and instead, build a wardrobe. Appropriate for men and women.