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INTRODUCING...
FINANCIALLY FEARLESS
A step-by-step roadmap that helps you understand your finances, build a plan you trust, and make confident decisions without overwhelm.
BONUS:
YOUR FINANCIAL TOOLKIT
(PDF) Core Values & Goals Worksheet
(PDF) Spend-o-Meter Framework
(PDF) Cash Flow Tracking Checklist
(PDF) Big Purchase Action Plan Worksheet
(PDF) CHUNK Framework / Emergency Fund Checklist
(Spreadsheet) Personal Balance Sheet
(Spreadsheet) Goal Price Tag
7 downloads included to fill in as you work through the course. Yours to keep and reuse, every time your job, income, or life changes.
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SECTION 1Â (MODULES 1-2)
IDENTITY & MINDSET
TOPICS COVERED:
- Understand the financial reality facing professional women today and why earning more doesn't automatically mean feeling in control
- Shift from a scarcity mindset to an abundance mindset, so your money decisions come from intention — not anxiety
- Identify your core values and use them as the foundation for every financial decision you make going forward
SECTION 2Â (MODULES 3-5)
YOUR NUMBERS
TOPICS COVERED:
- Build your personal balance sheet, calculate your net worth, and see exactly where you stand
- Put real dollar amounts and timeframes on your goals — so they move from wishful thinking to a working plan
- Understand your full income picture, including base pay, RSUs, ESPPs, and investments — and learn how to make the most of what you're already earning
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SECTION 3Â (MODULES 6-9)
ACTION & IMPLEMENTATION
TOPICS COVERED:
- Create a personalized financial action plan, starting with your two non-negotiables: emergency fund security and retirement independence
- Use the CHUNK framework to break big goals into manageable steps you can actually take
- Learn eight financial strategies for making your plan stick — covering cash flow, debt, taxes, equity compensation, and spending with intention