Personal and family budget management

Course details

In this course you will learn how to track and control your personal/family spendings to be able to enjoy life and save money. Together we will create a transparent month-by-month personal/family financial plan for you to follow. By the end of the course you will set your financial goals (e.g., buy a house 5 years from now, save $1m for retirement) broken down into measurable and achievable milestones.

Section #1 to #3 will introduce the basic concepts regarding personal and family finance, how to use google spreadsheets to manage your finances and how to discuss your financial situation with the family and identify your financial habits.

Sections #4 and #5 will show you how to set realistic goals, plan your budget accordingly and balance your income and expenses.

Section #6 will offer you ways to travel and have fun while saving.

Section #7 will advise how to bring up financial matters to your family members and close friends and find out about potential next steps.

This is a "living" course, I instructed it as a workshop several times and elaborated according to what participants requested. If you find I went through a subject to fast, please say and I will record an explanation.

During the course and a year after I will revise your progress and comment on your financial plan and goals.

To introduce myself, my name is Daniel Moran, I am a business and personal finance consultant. I have been working in this field for 5 years. Along the way I have consulted dozens of families managing their budget, paying back debts, taking a mortgage and other financial issues. Every Monday I start the week with reviewing my family's finances.