Module 1: My relationship with money: Historical, Social, Behavioral and Cultural Framework
Module 2: How can I achieve work/life balance with so many responsibilities to juggle?
Module 3: How can I increase efficiency, reduce clutter, and locate pertinent documents offline and electronically?
Module 4: How do I capture my expenses in order to create a budget and spending plan?
Module 5: How can I save more, spend less, and build my assets? (This includes learning how to negotiate)
Module 6: What are credit card debt management and elimination strategies that I can implement?
Module 7: Credit Reports, Credit Scoring and Credit Repair.
Module 8: How can I protect myself from America's fastest-growing crime--Identity and Cyber-Theft--while
protecting my privacy in this digital age?
Module 9: How can I purchase a vehicle without being taken for a ride? What do I need to do right now as a renter to prepare for homeownership?
Module 10: What resources are available to aid me with excessive debt?
Module 11: Resources Extravaganza across-the-board!
12: What do the wealthy know and do that I don't? How do I build my
financial team to aid in Asset
Growth, Management and Protection? How can I engage in Individual and
Module 13: Owning My Own: Turning My Passion into Profit and Monetizing what I'm already doing--How in the
world do I get started in small business entrepreneurship?
Module 14: How can I seek alignment with the right job for me?
Module 15: Bonus: How do I Publish, Market and Sell My Self-published Book?
Module 16: Bonus: How do I get started in Special Events & Conference Management?
Just The Basics
Financial Literacy's Financial Serenity Retreats are abbreviated weekend get-aways whereby weekend retreaters seclude
themselves from the pressures and responsibilities of daily life in order to focus on
addressing specific financial goals. For instance, devising a
personalized budget, and calculating cash flow & net worth in a soothing, aesthetically-pleasing environment. This all-inclusive retreat includes overnight accommodations, fine dining, conference registration fee, upscale gift bag, and soft training.
Mocha Serenity Retreat-June 2015
Mocha Singles and Couples Financial Serenity Retreat-May 2014
Mocha Men at the Top of Their Game: Stories of Struggles, Passion & Success-Nov. 2013
If you are interested in receiving additional information on Just The Basics' offerings, then
Call (315) 908-BOOK (2665)
We strive for superior customer service. Your correspondence will be courteously returned.
In the meantime:
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Thank you for your interest!