Beginner’s Guide to Budgeting for Financial Success

Brief Description

Do budgets, financial planning and debt management seem daunting? Don’t know where to start but you instinctually (and intellectually) know that you need to get your act together if you’re going to be a business success. Are you afraid to really look at your financial picture?

Windus Fernandez Brinkkord of Trilogy Financial Services is here to compassionately guide you towards financial planning success.

In this course you will:

• Find out the awesome resources that Windus has found over the years that will help you build a budget and then utilize specific online tools to help you stay on that budget.
• Create a realistic budget for yourself and discover the exact tools that will keep you on track.
• Learn how to appropriately manage your debt. This particular module will explain your options and give you suggestions and tools you need to manage, customize your payoff and ultimately dissolve your debt. Includes understanding the different kinds of debt and the “snowball effect”.
• Learn what options you have in terms of student loan forgiveness programs. Find out what your options are, the recent changes to the various programs, what kind of business entities to consider so you don’t lose out on student loan forgiveness programs (incredibly important) and what to expect at the end of your forgiveness program (Hint: potentially a huge tax bill – who knew!?)
• Get Windus’ recommendations on the best apps to use, the pros and cons of the most popular ones, and more. If you are a business owner or planning to start a business this class is for you!

“Why should you take this class?”

This course is for you:

• If you haven’t stopped to create a budget for yourself, your family AND your business.
• If you have student loans and you don’t know your options for paying them down and how certain programs impact your business.
• If you have debt and you want a proven, straightforward, and simple way to pay it down.

The goal of this course is to help entrepreneurs and business owners develop an action plan for building a budget and managing debt. Instead of just floundering about, you will be setting yourself and your business up for savvy financial success. Even if you’re not a “numbers person” you will walk away feeling confident and with a solid plan in place.

Course includes:

• 6 instructional and action-oriented videos at 6-12 minutes each.
• List of the top online tools and apps available for budgeting and planning.
• Reviews of those apps so you can better make a decision what’s right for you.
• Opportunity to ask questions of the instructor via the virtual Café.
• Connection and interaction with other students taking the course via the virtual Café.
• Ongoing access.

About the Instructor

Windus Fernandez Brinkkord is passionate about helping people attain the wealth they need to achieve financial freedom and security. As a Senior Vice President of Investments for Trilogy Financial Services, she offers a thoughtful and patient approach to wealth planning by walking her clients through a range of financial services to help them make better decisions about their future.

She started her career in the financial services industry with Trilogy in March of 2003. She was awarded Trilogy’s Woman of the Year award for 2008, and was included in the “Bakers Dozen” in 2008, 2011, 2012, 2013, 2014 Trilogy’s most elite group of top advisors. While her career with Trilogy Financial Services keeps her busy, Windus firmly commits her time to several community organizations.  She leads a busy personal life with her two children Bradley (4) and Eloise (3) & two dogs Akio (10) and Koji (9).  Her and her husband Kurt are avid surfers, travelers, & hikers.  They have tackled hiking Macchu Picchu to road trips through Belize.

The post Beginner’s Guide to Budgeting for Financial Success appeared first on LearnSavvy.