WELCOME ABOARD

ONE RULE

DECLUTTER YOUR FINANCES

WHAT ACCOUNTS DO YOU NEED?

YOUR FINANCIAL ECOSYSTEM

GET IT DONE: LIST YOUR ACCOUNTS

AUTOMATE YOUR PAYMENTS

SET UP TRACKING SYSTEM

UPDATE YOUR ACCOUNTS & DOCUMENTS

ORGANIZE YOUR FILES

GET RID OF JUNK

ONE RULE: MAKE TIME...SCHEDULE IT

GETTING STARTED: UNTAPPED WEALTH & RETIREMENT ACCOUNT CRITERIA

WHAT IS AN IRA? & THE 10 TYPES OF IRAS

IRA QUESTIONS & REVIEW OF VARIOUS IRAS

EMPLOYER RETIREMENT PLAN OR IRA?

WHICH IRA?

INCOME & CONTRIBUTION LIMITS

WHERE TO OPEN ACCOUNTS/A WALKTHROUGH

START INVESTING IN YOUR VANGUARD ACCOUNT

INTRO

EVALUATE YOUR STOCKS

CREATE AN INVESTMENT PROFILE

BEFORE YOU SELL

WHAT IS A MUTUAL FUND?

HOW DO YOU MAKE MONEY?

EVALUATE YOUR INVESTMENTS: ACTION ITEM

INTRO

INVESTMENT PORTFOLIO

ANGEL INVESTORS

WHAT IS A PRIVATE COMPANY?

WHAT IS CROWDFUNDING?

LIMITS OF CROWDFUNDING

PHASES OF STARTUP FUNDING

WALKTHROUGH OF PLATFORMS

DIDN'T GET IT DONE? SCHEDULE IT