Holistic Financial Planning (Supporter, $199)

Holistic Financial Planning (Supporter, $199)

Aligning your financial landscape with your goals, values, and priorities.

Buy $199 Share
Holistic Financial Planning (Supporter, $199)
  • Introduction Part 1: Overview & What This Tool Will (& Won’t) Do
    03:33
    Introduction Part 1: Overview & What This Tool Will (& Won’t) Do

    Introduction Part 1: Overview & What This Tool Will (& Won’t) Do

    Holistic Financial Plan - TEMPLATE (G-Sheets):
    https://docs.google.com/spreadsheets/u/2/d/14L6LI2P8h3SSNFMXBol4Q1d8V9UkUBy7AJslo08H2v8/edit#gid=164826639

    Learn more about Triple Creeks Consulting here:
    https://triplecreeks.org/

    Want to regularly receive words of work life wisdom? Sign up to rec...

  • Introduction Part 2: Language & Attitude
    03:32
    Introduction Part 2: Language & Attitude

    Introduction Part 2: Language & Attitude

    We're curious about your attitudes & approach to money! Are you willing to share? Please note your responses to this quiz will be viewable by anyone else who has also filled it out. As a result, we recommend not sharing personal identifying information; but don't worry, we're not asking for any!
    ...

  • Introduction Part 3: Disclaimers About This Process
    02:52
    Introduction Part 3: Disclaimers About This Process

    Introduction Part 3: Disclaimers About This Process

    Holistic Financial Plan - TEMPLATE (G-Sheets):
    https://docs.google.com/spreadsheets/d/14L6LI2P8h3SSNFMXBol4Q1d8V9UkUBy7AJslo08H2v8/edit#gid=164826639

    Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packag...

  • Customizing Part 1: Duplicating & Storing the Template
    12:33
    Customizing Part 1: Duplicating & Storing the Template

    Customizing Part 1: Duplicating & Storing the Template

    Holistic Financial Plan - TEMPLATE (G-Sheets):
    https://docs.google.com/spreadsheets/d/14L6LI2P8h3SSNFMXBol4Q1d8V9UkUBy7AJslo08H2v8/edit#gid=164826639

    Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packag...

  • Customizing Part 2: Categorizing Your Income
    06:41
    Customizing Part 2: Categorizing Your Income

    Customizing Part 2: Categorizing Your Income

    Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packages!
    https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability

  • Customizing Part 3: Categorizing Your Expenses
    16:44
    Customizing Part 3: Categorizing Your Expenses

    Customizing Part 3: Categorizing Your Expenses

    Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packages!
    https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability

  • Customizing Part 4: Your Homework - Entering Your Actuals
    07:38
    Customizing Part 4: Your Homework - Entering Your Actuals

    Customizing Part 4: Your Homework - Entering Your Actuals

    Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packages!
    https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability

  • Customizing Part 5: BONUS TIP! Using the Comment Function in Google Sheets
    03:27
    Customizing Part 5: BONUS TIP! Using the Comment Function in Google Sheets

    Customizing Part 5: BONUS TIP! Using the Comment Function in Google Sheets

    Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packages!
    https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability

  • Developing Part 1: Interpreting & Processing Your Actuals
    05:07
    Developing Part 1: Interpreting & Processing Your Actuals

    Developing Part 1: Interpreting & Processing Your Actuals

    Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packages!
    https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability

  • Developing Part 2: Filling in Your Income Plan Lines
    13:32
    Developing Part 2: Filling in Your Income Plan Lines

    Developing Part 2: Filling in Your Income Plan Lines

    Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packages!
    https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability

  • Developing Part 3: Filling in Your Expense Plan Lines
    15:11
    Developing Part 3: Filling in Your Expense Plan Lines

    Developing Part 3: Filling in Your Expense Plan Lines

    Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packages!
    https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability

  • Developing Part 4: Refining Your Plan Lines
    04:46
    Developing Part 4: Refining Your Plan Lines

    Developing Part 4: Refining Your Plan Lines

    Psst... Would you like some more support with your efforts towards active financial management?

    Consider signing up for one of our coaching packages!
    https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability

  • Developing Part 5: BONUS TIP! Planning for Savings & Taxes
    16:24
    Developing Part 5: BONUS TIP! Planning for Savings & Taxes

    Developing Part 5: BONUS TIP! Planning for Savings & Taxes

    Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packages!
    https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability

  • Developing Part 6: Maintaining & Adapting Your Holistic Financial Plan
    08:15
    Developing Part 6: Maintaining & Adapting Your Holistic Financial Plan

    Developing Part 6: Maintaining & Adapting Your Holistic Financial Plan

    Psst... Would you like some more support with your efforts towards active financial management?

    Consider signing up for one of our coaching packages!
    https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability

  • Making It Work Part 1: Aligning Your Holistic Financial Plan w Your Goals
    01:51
    Making It Work Part 1: Aligning Your Holistic Financial Plan w Your Goals

    Making It Work Part 1: Aligning Your Holistic Financial Plan w Your Goals

    Psst... Would you like some more support with your efforts towards active financial management? Consider signing up for one of our coaching packages!
    https://triplecreeks.teachable.com/p/holistic-financial-planning-coaching-accountability

  • Making It Work Part 2: Financial Plan Support & Course Wrap-Up
    01:42
    Making It Work Part 2: Financial Plan Support & Course Wrap-Up

    Making It Work Part 2: Financial Plan Support & Course Wrap-Up

    We'd love to hear what you thought about the course; any feedback you give will be used to better our future course offerings. We're also curious about if your attitudes about money have shifted!

    Are you willing to share about your experience?
    https://forms.gle/MkGtBBJ3HhBNa34Q8

    Psst... Would y...

  • Using Systems Thinking
    32:20
    Using Systems Thinking

    Using Systems Thinking

    Interested in learning more (practically) magic systems thinking tips? 🚀
    Explore our Holistic Financial Planning Course 🌟
    https://triplecreeks.teachable.com/p/holistic-financial-planning

    Feeling a bit unsure? Want to just chat and get to know us better?
    Book a Discovery Call! 📞
    https://calendly....

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