Follow our step by step course to build your personal financial scenario and provide a foundation for financial literacy training.

Step 1

Build your Personal Financial Scenario

1

Start Here

Learn more about this Workshop and how StartingOutPlan is used to help you help yourself gain confidence.

2

Input Your Data

Learn to build your Personal Financial Scenario for a baseline of where you are today relative to where you want to go.

3

Learn to use the Workshop to play and test your Scenario with Actions you can control and What-Ifs you cannot.

4

Compare your Personal Scenario vs. the Workshop in-depth with an expansive set of Metrics & Visuals.

Step 2

Financial LIteracy Concepts

The Risk / Return Relationship

Sequence of Return Risk

The Effects of Inflation

The Effects of Recessions

The Cost of Delayed Savings

The Cost of Delayed Payments

Supplement Your Education

Partner App Learning 

Choosing the Right University


Medicare Learning


College Funding


Medical Costs

Resource Library

Document XYZ

To Site ABC

Articles 123

Articles 123

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