Financial Fitness

Financial Fitness

We live in a complicated world where a heightened awareness of financial matters helps build greater confidence and value.

We teach participants to understand the fundamentals of value creation at your company, thus facilitating decision-making that drives company growth. In addition, we provide sound financial fundamentals that are applicable at the corporate and personal levels. Understanding counting, saving, and compounding enable wiser financial decisions.

Participants learn about what matters for sound corporate and personal financial fitness. Small group exercises provide practical application that reinforces the learning of key concepts.

Sessions

1. Financial Fitness Overview

During the session overview, our facilitator will introduce the concept of counting, saving, and compounding, provide insight as to how we think financially, and begin a five-point financial action plan.

2. Simple but Not Easy

Session two dives deeper into the simple concept of counting and saving and begins to explain the basics of compounding and how it proves financially beneficial.

3. Practical Applications

Practical Applications helps determine what makes a sound financial decision and offers examples of how they can be applied.

4. Know Thyself

We must better understand ourselves before we can improve our financial awareness and decision-making. The Know Thyself session will help you get there.

5. Counting, Saving, and Financial Terms

Session five defines difficult and complicated financial terms and takes a look at how to acknowledge and track spending habits.

6. Compounding

The compounding session explains how our money can grow our money for us! Course six discusses the impact of time on financial fitness and how to make compounding a way of life.

7. Measuring and Driving Business Value

Session seven is where it all comes together, and leadership can learn how to measure and drive value within their company. We will teach participants how to use valuation to make better business and personal financial decisions.

8. The Punchline

As we wrap the Financial Fitness module, we learn more about the Economic Machine and countdown the Financial Fitness Top 10.