Training Classes
Dreaming Tree Personal Finance
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Training Classes Coming Soon!
Classes For All Skill Levels
We are currently working to bring you a full curriculum of awesome training content to help educate our clients on the essentials of finance, money management, budgeting, debt, investing, and more. We are all at different stages when it comes to financial literacy. These classes will offer a stair stepped approach consisting of 8 training modules below each about 30 minutes in length. At Dreaming Tree Personal Finance, we believe in building a strong foundation of financial understanding. This allows us to make the best financial decisions possible while avoiding the bad ones. Stay tuned for more content soon!
Finance 101
This class will dive into the basic definitions of money, financial terms, the power of inflation, power of compounding interest, net worth, etc. How the monetary system works. The power of credit and it’s ongoing impact on your future financial decisions. You’ll also receive a financial glossary with crucial terminology to understand.
Basics of Budgeting
The power of making a realistic budget and sticking to it is crucial to gaining financial freedom. It’s not about what you make it’s about what you keep. You’ll also be sent a budget template with this course as well to put into use.
Planning/Goal Setting
It’s very hard to get to where you want to go without a map on how to get there. This class will focus on the importance of setting a clear plan on how to achieve your goals. Financial and otherwise.
Understanding Debt
The power of good debt and the shackles of bad debt. Debt can be a useful tool in some scenarios and a bottomless hole to fall into in others. We will take a look into how to utilize debt in the right way and how to dig out of a hole if you ever find yourself in one.
SAving and Tax advantage Accounts
We will discuss saving with a purpose as opposed to just saving to save. This class will focus on outlining basic ways to grow money and make it work for you while taking advantage of some of the tax benefits provided in the following accounts. HSA, 529 Plans, 401k, Roth IRA, High Yield Savings, CDs, etc.
Investing 101
Investing is absolutely crucial to gaining financial independence and creating passive income. The market is moody and so many factors can move it one way or the other. Current events, interest rates, job data, spending data, war, earnings, etc. At the end of the day, markets are people which means it can act irrational and emotional. This class will go into investing at a high level and help us to understand our risk tolerance in this area.
Protecting Money Vs Making Money
We need to have different skill sets when protecting our money vs making it. Some people are great at making money but very bad at keeping it. This section dives into how we need to balance the two skill sets.
Legacy
At the end of the day we can’t take our wealth from this world with us. This last section talks about the different ways to protect your life’s work and leave a lasting legacy for your family to ensure they are able to live a fulfilling life.
Training Classes Coming Soon!
We are working on bringing you a full curriculum of awesome training content to help educate our clients on the essentials of finance, money management, budgeting, taxes, debt, etc. We are all at different stages when it comes to financial literacy. These classes will offer a stair stepped approach consisting of 8 training modules below each about 30 minutes in length. At Dreaming Tree Personal Finance, we believe in building a strong foundation of financial understanding. This allows us to make the best decisions possible and avoid the bad ones.