1. Financial Goals and Budget Systems
2. Financial Tools Overview
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Rocket Money Overview
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3 Month Lookback Activity Overview
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Betterment overview
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Spending Tracker Walkthrough
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ACTION: Sign up for Rocket Money (Premium) (unless have other budgeting app)
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ACTION: Complete 3 Month Lookback Activity
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ACTION: Open Betterment (or other HYSA) Savings accounts (Est time: 10 min)
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ACTION: Update Spending Tracker & Net Worth tracker 24 hours before session
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ACTION: Set up 2nd checking account for spending and make first transfer
