Knowledge Center

The Focus of Take Control Bootcamp

1. Assess Your
   Current Finances

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   Examine and learn from your net worth, your credit score and your spending habits.

2. Figure Out Where You
   Want to Go

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   Dream up big life goals, and learn what you need to do (financially speaking) to achieve them.

3. Create an Action Plan
   to Get There

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   Revise your spending habits, so your money goes toward the things you really want.

Take Control Schedule

• day 1 – 2

  Your Financial Picture:

  We’ll begin by analyzing some basic measures, including your cash flow, your net worth and your earnings.

• day 3 – 4

  Where Your Money Is Going:

  We’ll examine how money is flowing out of your life by examining your budget and your spending habits.

• day 5

  How You Handle Credit:

  A strong credit report and score will save you thousands on big purchases.

• day 6 – 7

  Spending Better:

  We’ll help you develop strong goals, shrink your bills and align your spending with those goals.

• day 8 – 9

  Get to Your Goals:

  Save for things you really want, build an emergency fund and get on the path to retirement.

• day 10

  Wrap-Up:

  You’ll finish with a review quiz and compose promises to yourself regarding your top financial priorities.