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? (Level 2: (Level 1 plus) 12-week online class, Itches to scratch, The…

- - - - 1) Present financial life, inventory assets, net worth, introduction to FP software
      - 2) Financial satisfaction survey, financial history, money stories
      - 3) Cash flow, first step
      - 4) Transition survey, debt management
      - 5) Wheel of life, goal setting, visualize your future
      - 6) Insights about money, investments
      - 7) Tax 101
      - 8) Insights about change, risk
      - 9) Review of values, insurance
      - 10) Personal insights about career path, employee benefits
      - 11) Meaningful conversations, estate planning 101
      - 12) Retirement worksheet, retirement planning
- - - - Mail chimp
      - Website
      - Direct mail
      - Social media
      - Brand development