Lesson 1: Introduction

Welcome! Over the next 6 lessons, we want to help you gain a bigger picture when it comes to both your personal finances and business finances. Let's get started.

Welcome to the course! Here are some notes you can copy, follow along with, or use for review down the line. Enjoy.

  • The goal in this course is to help you gain a clearer picture of what your personal and business financial situation looks like as well as looking at your revenue generation in its current state and its potential.
  • Starting a business is a big deal! And the reason for any business to exist is to provide something of value to someone else. As service providers our mission is to improve peoples lives.
  • We are consumers as well. We buy goods and services to improve our own lives as well.
  • From a financial perspective, if we can't take care of our own basic needs let alone our wants, how do we expect to be able to provide the best experience possible to our clients?
  • Over the next few lessons we will be going over 3 things that you will be able to follow along and fill out just for your business.

[IMPORTANT]: Are you a W2 or 1099?

A W2 is someone who works for someone else, they get taxes taken out of their paycheck. A 1099 is someone who runs their own business or subcontracts for another business. They have to pay their own taxes and set aside a certain percentage of money every time they get paid. There are advantages and disadvantages to both and there is no one size or one path method.

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Lesson 2: Start at the Beginning

Let's start with the basics. This may be new or it might be review. Either way, this is the foundation we will lean on throughout this course.

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Up next

Series episodes

Lesson 1: Introduction
Lesson 1: Introduction
Lesson 1: Introduction
Lesson 2: Start at the Beginning
Lesson 2: Start at the Beginning
Lesson 3 (Part 1): Personal Finances Worksheet
Lesson 3 (Part 1): Personal Finances Worksheet
Lesson 3 (Part 2): Business Finance Worksheet
Lesson 3 (Part 2): Business Finance Worksheet
Lesson 3 (Part 3): Revenue Goal Worksheet
Lesson 3 (Part 3): Revenue Goal Worksheet
Lesson 4: Bringing It All Together
Lesson 4: Bringing It All Together
Lesson 5: The Buckets of Personal Finance
Lesson 5: The Buckets of Personal Finance
Lesson 6: Review and Implementation
Lesson 6: Review and Implementation
Bonus Opportunity
Bonus Opportunity