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Our Personal CFO Teaching Curriculum
Newtaxage’s Personal CFO services offer a comprehensive curriculum, with each topic taught by an expert instructor. These lessons provide you with the tools, insights, and strategies to manage your finances independently. Here’s what we teach:
Foundations of Wealth Lessons
- What You’ll Learn: The essentials of personal finance—how to budget, save, and understand income vs. expenses.
- How We Teach: Your Personal CFO explains key concepts, walks you through budgeting examples, and shares saving strategies you can apply. Includes worksheets and tips.
- Who It’s For: Beginners or anyone seeking a strong financial foundation.
- Outcome: You’ll know how to create and maintain a budget that works for you.
Debt Freedom Masterclass
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What You’ll Learn: Techniques to tackle debt—understanding interest, repayment methods, and creditor negotiations.
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How We Teach: We teach you debt payoff strategies (e.g., snowball vs. avalanche), explain loan terms, and provide negotiation scripts. No execution—just education.
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Who It’s For: Those with debt who want to learn how to break free.
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Outcome: You’ll have the knowledge to reduce debt on your own terms
Investment Basics Academy
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What You’ll Learn: The fundamentals of investing—stocks, bonds, risk, and portfolio basics.
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How We Teach: Your Personal CFO simplifies investment types, teaches risk assessment, and shows you how to research options. Includes sample scenarios.
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Who It’s For: Aspiring investors eager to understand wealth-building.
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Outcome: You’ll feel ready to explore investments independently.
Tax Smart Learning Lab
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What You’ll Learn: How taxes work and strategies to reduce them—deductions, credits, and planning ahead.
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How We Teach: We decode tax rules, highlight savings opportunities (e.g., for self-employed or homeowners), and teach year-round prep tactics.
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Who It’s For: Anyone wanting to keep more of their earnings.
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Outcome: You’ll learn to navigate taxes smarter and save confidently.
Retirement Ready Workshop
- What You’ll Learn: How to plan for retirement—estimating needs, saving strategies, and investment options.
- How We Teach: Your Personal CFO explains retirement math, explores savings vehicles, and teaches goal-setting. Includes planning templates.
- Who It’s For: Young savers or pre-retirees aiming for security.
- Outcome: You’ll know how to build a retirement plan that fits your life.
Emergency Preparedness Course
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What You’ll Learn: How to safeguard your finances—emergency funds, insurance basics, and contingency strategies.
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How We Teach: We teach fund-building techniques, explain insurance types, and guide you through “what-if” planning. Includes a readiness checklist.
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Who It’s For: Those seeking financial stability in uncertain times.
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Outcome: You’ll be equipped to prepare for life’s surprises.
How Your Learning Journey Unfolds
Discovery and Goal Setting
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In your free intro call, we pinpoint what you want to master—say, Goal-Based Financial Planning. You’ll leave with a clear idea of what’s ahead.
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Example: “I want to save for a house.” Your CFO explains how the lessons will help.
Customized Teaching Sessions
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Each 60-minute session dives deep into one topic. For Contingency Planning, you’d learn fund sizes, insurance types, and risk prep—all in plain English.
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How It’s Done: We use visuals (charts, scenarios) and Q&A to keep it engaging.
Real-World Application
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You’ll try out concepts—like drafting a cash flow sheet—during the session, with your CFO’s guidance. Then, take home a template to refine it solo.
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Example: After Liability Planning, you’ll know how to compare loan payoff methods.
Skill-Building Toolkit
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Get digital or printable resources—like a tax deduction cheat sheet—plus tips on free tools (e.g., budgeting apps). We show you how to use them effectively.
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How It’s Done: A quick demo, then it’s yours to explore.
Ongoing Learning Options
- Finish one topic and crave more? Add sessions—like moving from Retirement Planning to Tax Planning. Build your expertise gradually, on your terms.
- Your journey starts with a single call—contact us today to unlock your financial potential!
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